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US ISM Manufacturing Purchasing Managers

The US Economy: Back On Track?

The US Economy: Back On Track?

Submitted by Erico Matias Tavares via Sinclair & Co.,

The weekly rail traffic report published by the Association of American Railroads (“AAR”) provides a great snapshot of US economic activity almost in real (weekly) time.

Last July we noted that we were starting to witness some signals of a trend change, now suggesting a softening. But much has happened since then, including a broadly unexpected change in the political direction of the US. Have those signals been reversed as a result?