ISM Recovery Report Hope: One Word... Plastics [View article]
I'm not ready to read too much into yesterday's ISM release, but the increase in orders for computer products would square with my own belief that corporate Capex will need to play a very large role in revitalizing the economy.
I do not think we can expect much from the consumer because of low confidence, growing unemployment and increased rates of saving.
ISM Recovery Report Hope: One Word... Plastics [View article]
I do not think we can expect much from the consumer because of low confidence, growing unemployment and increased rates of saving.