The Credit Writedowns Newsletter

Share this post

User's avatar
The Credit Writedowns Newsletter
Bullish ISM data and some thoughts on stall speed

Bullish ISM data and some thoughts on stall speed

Edward Harrison
Mar 05, 2019
∙ Paid
1

Share this post

User's avatar
The Credit Writedowns Newsletter
Bullish ISM data and some thoughts on stall speed
Share

The February 2019 Non-Manufacturing ISM data were very bullish. Both the headline and the major subindices showed a lot of strength. And for me that indicates the 0.3% number on the Atlanta Fed GDPNow tracker will move up markedly as more data become available. Some expanded thoughts below

Is this re-acceleration?

Here's the chart of the data.

ISM NMI 2019-02.png

The big ques…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Global Macro Advisors
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share