China Manufacturing PMI

China Manufacturing PMI China Manufacturing PMIs suggest ongoing recovery, after a deep contraction in the first quarter. Image: J.P. Morgan

S&P 500 and Caixin China Manufacturing PMI

S&P 500 and Caixin China Manufacturing PMI This chart suggests that the relationship between the S&P 500 and the Chinese Manufacturing PMI offers a better explanation since 2015. Image: Danske Bank Research

China and Taiwan Manufacturing PMI

China and Taiwan Manufacturing PMI The charts suggest a bottom in the Chinese and Taiwanese cycle in early 2020. Historically, this has been positive for global equities. Image: Danske Bank Research

China Credit Impulse Leads Global Manufacturing PMI

China Credit Impulse Leads Global Manufacturing PMI This great chart suggests that China credit impulse leads global manufacturing PMI by 12 months. Credit impulse is the change in new credit issued as a percentage of GDP. Image: Nordea and Macrobond