Lance Roberts: U.S. ISM PMIs surge as capex drives economic upturn

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Yaroslav Dmytrenko

25.09.2026

Lance Roberts: U.S. ISM PMIs surge as capex drives economic upturn — U.S. ISM PMIs climb as capex rises

Lance Roberts highlights a sharp recent increase in U.S. ISM Purchasing Managers Indexes (PMIs), noting that these gains have now aligned with earlier momentum seen in earnings-revision trends.

He points out that a cyclical economic upturn is underway, driven by capital expenditures filtering through to other areas of the U.S. economy.

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Roberts recently analyzed Nvidia’s latest earnings report and detailed current market trading strategies. He also reported on a 30% year-on-year jump in S&P 500 earnings in the second quarter. These earlier observations tracked market sentiment and corporate results during recent earnings seasons.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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