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01.05.26 - 17:06
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Manufacturing ISM Misses As Prices Surge Most Since April 2022, Employment Slides To Worst Print Of 2026 (ZeroHedge)
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Manufacturing ISM Misses As Prices Surge Most Since April 2022, Employment Slides To Worst Print Of 2026
Amid the fog of war and fading 'hard' data, the final April S&P Global Manufacturing PMI printed 54.5, a small gain from the flash 54.0 print, and higher than the 52.3 February final print, although it came with a warning from Chris Williamson, Chief Business Economist at S&P Global Market Intelligence:
“The surge in manufacturing activity in April is not the cause for cheer that at first glance it suggests. A key driving force behind the upturn is the need for companies to get ahead of further feared price rises and supply shortages, providing a short-term boost that could fade in the coming months as headwinds to the economy continue to build... employment has fallen as firms grow increasingly worried over the need to reduce cost overheads amid an environment of rising raw material prices, while selling prices have jumped higher as producers seek to protect their margins.
There was ...
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23.04.26 - 14:42
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Erstanträge auf US-Arbeitslosenhilfe gestiegen (Dow Jones)
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Die Zahl der Erstanträge auf Leistungen aus der US-Arbeitslosenversicherung hat in der Woche zum 18. April zugelegt. Im Vergleich zur Vorwoche stieg die Zahl der Anträge auf saisonbereinigter Basis um 6.000 auf 214.000, wie das US-Arbeitsministerium in Washington mitteilte. Von Dow Jones Newswires befragte Volkswirte hatten einen Anstieg auf 210.000 vorhergesagt..
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21.04.26 - 16:03
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US Employment Additions Accelerate As Retail Sales Soar In March (ZeroHedge)
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US Employment Additions Accelerate As Retail Sales Soar In March
BofA's (almost) omnipotent analysts forecasted a stronger than expected retail sales print this morning as tax refunds trump surging gas prices...
BofA credit/debit card spending data suggests stronger retail sales than estimates (consensus 1.4% headline, 1.4% ex auto, 0.2% control group) despite surging gas prices, driven by higher YTD tax refunds pic.twitter.com/6m6UvTpkr0
— zerohedge (@zerohedge) April 21, 2026
Headline retail sales printed +1.7% MoM in March (vs +1.4% MoM exp) - the strongest monthly rise since Jan 2023 - leaving retail sales up 4.0% YoY...
Source: Bloomberg
Under the hood, Gasoline Station spending dominated the surge in spending...
Source: Bloomberg
Automobile Wholesalers saw a sizable decline last month...
Source: Bloomberg
Ex-Autos and Ex-Autos-and-Gas both also beat expectations dramatically (+1.9% MoM vs +1.4% MoM and +0.6% MoM vs +0.3% MoM respectively).
Source: Bloomberg
The Retail Sales Control ...
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