MoonBoi42

S&P Global 美國綜合 PMI 的出貨價格組件暗示 CPI 仍將維持在高位
@SPGlobalPMI

Prices paid component of @RichmondFed Manufacturing Index rose in June and looks to be settling at higher floor this cycle (right above 6%)

一般而言，在過去幾年中，根據費城聯儲服務指數，設備和軟件（藍色）的資本支出一直高於實體工廠（橙色）的資本支出

根據ISM方法論調整後，里士滿聯邦儲備銀行製造業指數在6月下滑至53.3……仍然處於擴張階段，此前經歷了數年在收縮與擴張之間波動

Baskets’ performance YTD, March (correction month), and QTD

費城聯邦儲備服務指數在六月持續惡化，降至 -25.8 … 尚未回到週期的低點，但已接近

MA breadth charts updated thru yesterday’s close

Performance: index tables and Mag7 chart/table updated thru yesterday’s close

表現：昨日行業/指數以及本月至今/今年迄今

Sectors’ percentage of stocks trading at 4w and 52w highs

June Richmond Fed Manufacturing index down to +4 vs. +8 est. & +13 prior … shipments and new orders remained positive but ticked down from prior month; capex weakened back into contraction, as did employment

June “Flash” PMI from @SPGlobalPMI shows U.S. Manufacturing moving up to 55.7 vs. 55.1 prior; Services up to 51.3 vs. 50.7 prior

Sectors’ percentage of stocks trading at 4w and 52w highs

Despite a slight uptick in most recent week, large speculators remain net short S&P 500 futures

While still in negative territory, y/y % change in Leading Economic Index from Conference Board continues to see upward momentum

小型大寫字母在大型投機者中的受歡迎程度逐漸下降，他們正進一步壓低淨空的 Russell 2000 期貨頭寸

Adjusted for ISM methodology, manufacturing indexes from NY (blue) and Philly (orange) Federal Reserve Banks were nearly identical in June … both in expansion, suggesting a firm reading for ISM Manufacturing for June