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Takeaways from February ISM: Labor Improvement, Inflation Ahead

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Susan Spence breaks down the latest ISM data, which decreased slightly from January’s report but has bright spots. Susan walks through the impact of tariff uncertainty, which is keeping businesses from ordering more than a few months ahead. She looks through the categories of the ISM report and highlights the biggest takeaways. Employment is still in contraction but looking better than last month, and she hopes it will expand if order flow picks up.


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