Macro
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month values ▾
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.15 | +0.15 | +0.15 | +0.10 | +0.05 | +0.10 | +0.10 | +0.05 | -0.25 | -0.34 | +0.05 | +0.05 |
Industrial sector sentiment is neutral this month despite Delphi's bankruptcy filing—the largest in the U.S. auto industry—weighing heavily on sector confidence. The negative impact of that event has been offset by broad stability in non-automotive industrial segments, including steady demand in capital equipment and resilient supply chain operations. Overall, the sector reflects a balanced tone, with no broad-based momentum either upward or downward.
How this mood is scored ▾
Two of the four largest US carriers filed Chapter 11 within hours of each other, crushed by record jet-fuel costs and legacy labor burdens. Half of US airline capacity was now operating under bankruptcy protection, underscoring the oil shock's toll on transport.
Delphi Corp., the largest U.S. auto supplier, filed for Chapter 11 bankruptcy amid unsustainable labor costs and pension liabilities, seeking to restructure its operations while continuing production. The move impacts 50,000 U.S. employees and strains relations with General Motors and the UAW, as Delphi seeks deep cost cuts. Market implications include potential supply chain disruptions, plant closures, and ripple effects across the struggling auto sector.