Traders work on the floor of the New York Stock Exchange (NYSE) in New York, U.S., March 20, 2020.
Lucas Jackson | Reuters
This is the daily notebook of Mike Santoli, CNBC's senior markets commentator, with ideas about trends, stocks and market statistics.
Most of the energy still coming from the trending tickers of tech, but a nice bump in ISM manufacturing allowing the metal-bending stocks to make some progress too, allowing the S&P 500 to extend its "boring" but persistent push to new highs.
ISM shows this is a boom in "stuff" alongside a bust in "services." Lots of pull-forward in the manufacturing data but alongside hot housing and auto sales the economy in goods is just fine. Too bad we're mostly a service/experience economy.