Michael Kantro signals surge in macro focus as ISM data scrutiny intensifies

Michael Kantro signals surge in macro focus as ISM data scrutiny intensifies
Macro focus intensifies on ISM data

Market analyst Michael Kantro observes a marked increase in attention to ISM data, an important barometer of U.S. economic activity.

Kantro notes that his firm employs over 15 individual series to anticipate ISM releases, spanning lead times of 6 to 18 months, and relies on additional indicators to corroborate actual ISM outcomes against broader macroeconomic signals.

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