manufacturing

By Marshall Auerback This article originally appeared on AlterNet. Airbus is considering whether or not to shift the assembly process of its latest generation of A330 planes to China as part of a bid to increase its market share in the…

I will continue my 2019 outlook pieces in the coming days. But we've seen a lot of data out today. I think what we're seeing will have a bearing on rate policy, especially given what's happening in the bond market, something I discussed…

There was a slew of PMI data released yesterday. And the ISM released it's manufacturing numbers for the US as well. Almost all of the data were bullish and supports the idea that this economic expansion has legs for the rest of 2018 and…

Quick note here to update you on some of the macro data I continue to be bullish on the near-term US economy. As I wrote this morning, the Q2 and Q3 GDP numbers are both showing more than 4% growth. And with the ISM Manufacturing data…

The big idea in today's daily newsletter is that 2018 is as good as it gets. There is also commentary on the manufacturing sector, yield curve flattening, and bond market liquidity

The macro data are good enough for the Fed to dismiss economic concerns for adding a hike in December. The market is only pricing in this hike at 33.2%.

We should expect the Fed's tightening to continue. But a lot of the recent incoming data has been soft. And while this may just be a blip, I expect the curve to flatten further by mid-year.

The latest ISM Manufacturing Index came out earlier today. The numbers were strong, and the 69.1% reading was above expectations.

Economic activity in the manufacturing sector expanded in December 2017, marking the 103rd consecutive month of economic expansion in the US. The numbers point to a continued brisk pace of expansion, likely inviting multiple Fed policy…

The ISM manufacturing index showed the US manufacturing sector expanding at a faster rate, with the index hitting 57.7% in February. Importantly, the three major subindices - new orders, production and employment - all showed robust…