Tuesday, January 7, 2025

US ISM & PMI pick up

 As usual, the line to watch is the thick green line in the chart.  This is the average of the extreme-adjusted manufacturing ISM and PMI surveys.  Since these surveys are (statistically) independent, the average will have a lower error term than either individually.

The ISM services PMI is out later tonight (my time zone), so I'll report on that tomorrow.

Far from a boom, what these data show is that the economy is certainly not sliding deeper into recession; on the contrary, it is prolly starting to pick up.  Trump will get the credit, though economies respond with a lag to policy changes, so the rise is due to Biden-era policies.   





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