虽说刚刚过去的财报季 公司们的盈利状况看起来 还是不错的， 但是 财报是过去的信息， ISM 是暗示着未来，只能说，未来不容乐观，同学们要继续谨慎....
the US ISM manufacturing index fell sharply in August from 51.2 to 49.1, the first sub-50 reading since August 2016 and the lowest since January 2016.
The headline index came in well below consensus expectation of 51.3 and our more bearish estimate of 50.5.
The deterioration in sentiment was broad-based with notable decreases in new orders and employment. New orders fell 3.6 pts to 47.2 and new export orders dropped 4.8 pts to 43.3, the worst readings for both indexes since the Great Recession in 2009.
评论
那就是说，2016年8月前美国ISM低于50，可那时美国的ISM尽管低于50，美国的股市却没什么象样的调整连续涨了一年多啊。为了配和中美贸易战，中宣部在国内国外媒体开足马力唱空美国，我们这些炒股票的何必凑这个热闹自己吓自己。
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