• Some respondents reporting labour shortages
  • Geopolitical concerns also being voiced
  • Index shows continued momentum into Q4
  • Says index can’t keep going up and up (as long as it doesn’t keep going down and down though eh?
  • Says today’s 56.6 print is still a good number and that the progress in manufacturing should continue
  • Sees little fall out from global slowdown
  • Geopolitics are a concern , Hong Kong in particular (Is he kidding us, that’s only just happened?)
  • A little cooling in productions not a concern
  • Sees a good Q4, about the same as Q3

I always find some of the comments from the ISM bigwigs quite far removed from reality sometimes. You can’t be blaming the Hong Kong protests for a possible drop in future manufacturing.

It’s all Hong Kong’s fault