Here comes the press call
Inventory shortage is causing a supply slowdown
Higher prices point to a more stable economy (not if they're coming from shortages as per the comment above)
Growth is moderate
Low inventories are a bright spot
Member comments lean toward the positive
It's possible a rate hike is already built into the outlook
USDJPY managed to gain around 25 pips following the ISM report and has given a few back to 109.41.