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US Manufacturing Bull? Explain These 2 Charts
It's doubly different this time...
Deja vu?
and the divergence between ISM's magical surge (of bullish respondents) and the collapse in critical raw materials is the largest in at least 30 years...
Source: Bloomberg and @Not_Jim_Cramer
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How 'bout a chart of economic activity vs. Iphone 6 sales. You can eat them, you know.
And play games on them as I just saw in comercial. Awesome economic productivity.
The Markit PMI survey hasn't been through government reeducation camp yet. A situation that will be rectified shortly.
According to this one single chart, we are the god of manufacturing.
Don't ever forget that...
http://research.stlouisfed.org/fred2/series/GFDEGDQ188S
the only thing the USA manufactures is trouble for the entire world.
WE are very good at exporting Financial Crisis and Black Friday mayhem.
# 1.
Comical.
Well. Weak dollar really showing how it will drag stocks and Apple with joy.
Http://www.hedgeaccordingly.com
You like it so much Fed? Then you buy it.
0 interest 0 down 84 months financing!
Recovery!
Most plausible explanation : YOU are being lied to on a REGULAR BASIS !
definitely, definitely, lots of cards, lots
The lies aren't even good anymore. Some would be laughable if not for the outcomes.
when lumber goes down it is bad
The US manufactures plenty of debt. It's a debt based system.
It is if you consider military sector
http://newworldorderg20.wordpress.com/2014/11/27/russia-and-the-u-s-sell-to-both-sides-of-india-pakistan-tension/
http://newworldorderg20.wordpress.com/2014/11/23/chinas-j-31fc-31-is-junk-yet-u-s-claims-they-need-to-spend-more-tax-payer-cash-against-it/
http://newworldorderg20.wordpress.com/2014/11/17/pentagon-to-spend-10-billion-on-problem-it-created-create-the-problem-offer-the-solution-war-is-the-new-economy/
http://newworldorderg20.wordpress.com/2014/11/11/the-new-money-suck-for-tax-payers-space-debris-junk/
http://newworldorderg20.wordpress.com/2014/11/19/u-s-using-russian-rocket-engines-to-launch-spy-satelites/
The rest of the world would do well if they divorce themselves of the US dollar.
Get out of it entirely.
...and go where? The Ruble, Yen, Shekel, Euro, Renminbi...?
In the long run they would be doing us Americans a favor as well.
Their continued use of the dollar eliminates any real reforms here in the States. It empowers the Fed to keep printing and the Government to keep spending.
ZH has repeatedly noted that survey data has been much more optimistic than factual data. Those being surveyed don't want to appear as "losers". They always want to appear as "above average".
The pathetic part is the absence of skepticism on the part of the financial news services, who play up the soft data's significance while downplaying the hard data. But soft data surveys play to the wishes of their corporate advertisers.
Presstitutes.
The collective lie also is used to get rid of dead inventory before price realization creates the change in perception
It's just being slow. IP was blithefully unaware of the recession that was beginning in late 2007 as employment, prices, and other metrics began to tell the tale.
Then...it took a hammer to the kneecap.
In a central-planned, no rules, mark-to-fantasy world, all kind of crazy things can and will happen.
Alert! There is a mistake on these and several other charts. And of no small significance by the way.. It's clear that is NOT the way the chart should be read. It was meant to be read in Ms Paint! Not Excel or Lotus . flip horizontally then rotate 90 degrees so everything is pointing up up up with no end in sight . Don't be fooled peoples, we are in the money the likes of which we will never see again. How the editors of this premiere site missed this is simply beyond belief. A technical adjustment is therefore requested immediately to correct this travesty.
Keep the Faith and all that good stuff!
KK
I think the error is in the translation, the ISM Composite was asking if they are positive and the answer was 'yes, we are positive the shit is about to hit the fan.'
If you squint, the chart starts to look like a penis.
ZH would be a lot better if it didn't spin things quite so much. Lumber prices are not down. They have stabilized over the last year at pre-recession levels. Here's a chart:
http://www.nasdaq.com/markets/lumber.aspx?timeframe=10y
more "soft" survey nonsense
Federal Reserve out with october industrial production recently
manufacturing portion:
september revised from +0.5% to +0.2%
october +0.2% (expected +0.3%)
latest BEA durable good orders ... core capex negative 3 of last 4 months
Stock market update...
http://www.globaldeflationnews.com/sp-500-indexelliott-wave-update-for-w...
http://www.globaldeflationnews.com/dow-jones-industrial-averageelliott-w...