Posts filed under “Data Analysis”

ISM Manufacturing Index vs. U.S. Gross Domestic Product

GDP data came in hot Wednesday, but ISM / Chicago PMI both came in very weak, near recessionary levels. As the nearby chart shows, ISM leads GDP — up and down. 

The steady downtrend since December 2003 and this month’s dip below 50 in the ISM index point to a weaker U.S. economy in the months ahead.

ISM Manufacturing Index vs. U.S. Gross Domestic Product
(Quarterly, ISM Data through Feb-07)

Ismgdp


Chart courtesy of Michael Panzner

Category: Data Analysis, Economy, Technical Analysis

NFP Update

Category: Data Analysis, Economy, Employment, Federal Reserve, Real Estate

NFP: Revisions & Estimates

Category: Data Analysis, Economy, Employment

Taking Apart Robust GDP Data

Category: Data Analysis, Economy

Pundit Pile-on: NAR’s David Lerah

Category: Data Analysis, Financial Press, Real Estate

Earnings Season Progressing Nicely

Category: Data Analysis, Earnings, Economy, Investing, Markets

Dissecting New Home Sales Data

Category: Data Analysis, Psychology, Real Estate

Existing Home Sales Are Fantastic!

Category: Data Analysis, Financial Press, Psychology, Real Estate

Q4 Data Doesn’t Add Up

Category: Data Analysis, Economy

Overvalued, Overbought, Overbullish

Category: Data Analysis, Investing, Markets, Technical Analysis