The advanced report for Durable Goods for July was released Wednesday and it was pretty dismal.
The fact that the market managed to advance in the face of this report almost makes me think that a rally is in the offing. This is the second instance of …
The advanced report for Durable Goods for June was released Wednesday and it contributed to a drop in the market that day. Indeed, headline numbers were disappointing (especially since this is supposed to be a manufacturing led recovery):
New orders fo…
The Advanced Report on Durable Goods for May was released today and it didn’t do much to keep the market from continuing its single-minded decline.
The headline number for May was not what investors were looking for (New Orders decreased 1.1%) but man…
Well, I’m a few days late in providing my analysis of the most recent Durable Goods report but better late than never.
The headline number for April was strong (New Orders up 2.9%) but many analysts pointed out that ex-transportation, (transportation …
There was plenty of grumbling about the Advance Report on Durable Goods for January 2010 that was released today. The headline number showed new orders up 3% but ex-transportation, new orders were actually down 0.6%.
If you’re overweight tech, like I …
The Advance Report for Durable Goods for October was released on Wednesday; Bloomberg characterized it as “tepid”. That was a fair statement. As usual, we’ll zero in on the Tech sector and see how the hardware vendors performed.
Shipments —
Typical…
The advanced report for Durable Goods for September came out Wednesday. The headline number for new orders showed a 1% month-over-month improvement after a surprisingly poor showing in August. How did things go in the tech sector?Shipments — Typically…
The Durable Goods report for August came out Friday and landed with a thud. The headline number for new orders fell a surprising 2.4% month-over-month after a better than expected July. How did things go in the sector?Shipments — We’ll start off looki…
The Durable Goods report for July was released today. Should tech sector investors be happy?OK, the answer was revealed in the title of this post. Yes, it’s looking like tech has truly established a bottom and has begun to carve out a new trend to the …
The Durable Goods report for June was released today. What did it say about the tech sector?The last couple of months have shown that the decline in tech was moderating and indeed some improvement was in evidence. Did that trend continue?Shipments –Ma…