North America Construction Outlook: Politics And Policy Rates Test The Sector's Resilience

North American construction sector performed well in 2023. Mexico was top, experiencing rapid growth. In the US, a lack of existing homes for sale meant demand for new homes remained resilient despite high mortgage rates. 2024 and beyond is likely to be more challenging for the construction sector.

April PMI Data: U.S. Economy Cools Amid Mixed Inflation Signals

In April, the pulse of U.S. Business activity slowed to the slowest expansion in four months. Both manufacturing and services sectors saw weaker growth, with employment declining for the first time since June 2020. This cooling in activity has coincided with slightly eased inflation rates. The Federal Reserve will be monitoring the signs of economic cooling.

Weekly Report: what happened at IYJ last week (0415-0419)?

Weekly Report: what happened at IYJ last week (0408-0412)?

Weekly Report: what happened at IYJ last week (0401-0405)?

Final PMI Signals Fastest U.S. Factory Production Growth Since May '22, Steeper Price Rise

Final PMI Signals Fastest U.S. Factory Production Growth Since May '22, Steeper Price Rise. The steepest rise in prices reported in March was recorded in the consumer goods-producing sector. The final PMI data for US manufacturing showed the production cycle moving up a gear. The latest increase in production was the largest recorded since May 2022.

Manufacturers Report Worldwide Supply Chain Improvement In March, Taking Heat Off Prices

Average supplier delivery times quickened slightly in March, according to the latest global manufacturing PMI surveys. The improvement in supply chains is good news for inflation, but prices continued to rise at an increased rate for consumer goods. A marked upturn in goods price inflation in the US contrasting with falling prices in the eurozone and China. The Global Manufacturing PMI showed the time taken for factories to receive goods shortened on average in March.

Worldwide Manufacturing Upturn Gains Momentum In March As Recovery Broadens Out

Worldwide Manufacturing Upturn Gains Momentum In March As Recovery Broadens Out. PMI surveys showed manufacturing business conditions improving at an increased rate in March. The Global Manufacturing PMI rose from 50.3 in February to 50.6 in March, its highest since July 2022. New orders rose worldwide for a second month in a row, increasing at the sharpest rate since May 2022. The upturn has broadened out to 17 of the 31 economies covered by the survey.

The Return Of U.S. Manufacturing Growth Lifts Optimism

US ISM manufacturing index surprises everyone by moving into growth territory for the first time since late 2022. Production jumping, new orders rising and inflation pressures increasing. The February reading of 50.3 is the strongest since September 2022. Construction spending was much weaker than expected and construction spending fell 0.3% month-on-month in February.

Weekly Report: what happened at IYJ last week (0325-0329)?

Should You Invest in the iShares U.S. Industrials ETF (IYJ)?

Why Industrial Stocks May Be Ready For Their Close-Up

Benjamin Gossack, Managing Director and Portfolio Manager with TD Asset Management, says industrials are the real drivers in the bull market cycle. He says the top 10 stocks in the S&P 500 are outperforming while the bottom 60 are underperforming. Why industrial stocks may be ready for their close-up.

Weekly Report: what happened at IYJ last week (0318-0322)?

iShares U.S. Industrials ETF (IYJ) declares quarterly distribution of $0.2426

Weekly Report: what happened at IYJ last week (0311-0315)?

VIS: Not Cheap, But A Solid Long-Term Fund For These Three Reasons

Vanguard Industrials ETF (VIS) is a low-cost ETF that offers a highly diversified mix of holdings within the industrials sector. The industrial sector is expected to experience growth due to robust new construction, record high defense spending, and infrastructure investment. The Boeing Company and UPS have the potential to make a comeback. VIS warrants a buy rating due to the fund's low cost and ability to capture a diverse mix of stocks in the industrial sector.

U.S. Manufacturing Outlook: Better Times Are Coming

Weekly Report: what happened at IYJ last week (0304-0308)?

Weekly Report: what happened at IYJ last week (0226-0301)?

U.S. Mixed Manufacturing Messages Clouds The Outlook Ahead Of Powell

U.S. Mixed manufacturing messages Clouds The Outlook Ahead Of Powell. ISM manufacturing survey has remained in contractionary territory for 16 consecutive months. Construction spending fell 0.2% rather than rise as predicted in February. The February University of Michigan sentiment measure fell to 76.9 from 79.6.