by Glenn Busch
November 30, 2011
The Chicago PMI, considered the advance lead on the national ISM, rebounded today to hit a 7 month high and is in its 26th month of expansion. The business barometer came in at a reading of 62.6, blowing away the consensus expectation of 58.5.
[Read the full article...]
by Glenn Busch
October 31, 2011
Market reaction to the Chicago PMI can be strong since it is released a day or two ahead of the national ISM and it has a strong correlation with the national ISM too. Usually, the Chicago PMI comes in a few points above the national ISM and with a reading around 58 we would see a reading near 56. Recently the spread has been wider with September’s spread at 8 points If this spread continues the national ISM will come in around 50 and possibly below.
[Read the full article...]