06/04/2026
📊 ISM Services Data Signals Sticky Inflation Amid Economic Resilience
The latest ISM Services report highlights a continued balancing act in the economy—rising input costs persist, pointing to ongoing inflationary pressures, while overall economic activity remains firmly in expansion territory.
However, there is a notable moderation in momentum compared to previous months, suggesting that while the services sector is still growing, the pace of expansion may be gradually cooling.
⚠️ For investors, this reinforces a key theme: inflation risks remain elevated even as growth shows signs of softening—an important dynamic for interest rate expectations and market positioning.