Paid-members
Supply Chain Monitor: February ISM
The February ISM Manufacturing PMIs suggest a slowdown, but the commentary indicates that the slowdown is both expected, and not an indication of further erosion in the demand picture.
Paid-members
Fedspeak Monitor 3/3/2024: Downplaying January
While no one revealed anything new about their expectations for the timing or size of rate cuts this year, the committee was keen on trying to downplay the hot January 2024 data.
