A few things:
ISM Manufacturing was soft. However, ISM Manufacturing Employment was firm and construction spending was decent.
Interestingly enough, there was a drop about 40 seconds before the data came out which was is something I remember and wrote down the last 2 times. That makes it 3 times that something has happened before the data has been release, all for this specific release. Could be a coincidence, who knows….
Anyway there are no real shocks here and nothing that should really give concern over the health of the US economy. I still expect USD strength to be the theme at the end of this week.