MoonBoi42

标准普尔全球美国综合采购经理指数的输出价格组成部分表明消费者价格指数（CPI）将持续高企
@SPGlobalPMI

Prices paid component of @RichmondFed Manufacturing Index rose in June and looks to be settling at higher floor this cycle (right above 6%)

总体而言，在过去的几年中，根据费城联储服务指数，设备和软件（蓝色）的资本支出一直强于实体厂房（橙色）的资本支出

根据 ISM 方法调整后，里士满联储制造业指数在 6 月降至 53.3……在经历了多年来在收缩与扩张之间反复摇摆之后，仍然稳稳处于扩张阶段

Baskets’ performance YTD, March (correction month), and QTD

费城联储服务指数在6月继续恶化，下降至-25.8……尚未回到周期低点，但接近了

MA breadth charts updated thru yesterday’s close

Performance: index tables and Mag7 chart/table updated thru yesterday’s close

表现：昨日行业/指数及本月累计/年度累计

Sectors’ percentage of stocks trading at 4w and 52w highs

June Richmond Fed Manufacturing index down to +4 vs. +8 est. & +13 prior … shipments and new orders remained positive but ticked down from prior month; capex weakened back into contraction, as did employment

June “Flash” PMI from @SPGlobalPMI shows U.S. Manufacturing moving up to 55.7 vs. 55.1 prior; Services up to 51.3 vs. 50.7 prior

Sectors’ percentage of stocks trading at 4w and 52w highs

Despite a slight uptick in most recent week, large speculators remain net short S&P 500 futures

While still in negative territory, y/y % change in Leading Economic Index from Conference Board continues to see upward momentum

小盘股越来越不受大型投机者青睐，他们正进一步压低净空头在 Russell 2000 期货上的持仓。

Adjusted for ISM methodology, manufacturing indexes from NY (blue) and Philly (orange) Federal Reserve Banks were nearly identical in June … both in expansion, suggesting a firm reading for ISM Manufacturing for June