G3 Credit Impulse and Global Manufacturing PMI (Leading Indicator)
G3 Credit Impulse and Global Manufacturing PMI (Leading Indicator) G3 credit impulse tends to lead global manufacturing PMI by 12 months. Image: Nordea and Macrobond
G3 Credit Impulse and MSCI ACWI vs. 10-Year UST (Leading Indicator)
G3 Credit Impulse and MSCI ACWI vs. 10-Year UST (Leading Indicator) Is it time to switch to defensives? Image: Oxford Economics
Brent Crude Oil and GDP G3 (Leading Indicator)
Brent Crude Oil and GDP G3 (Leading Indicator) Brent crude oil prices tend to lead GDP G3 growth by 15 months. Image: Nordea and Macrobond
G3 Credit Impulse and Commodities (Leading Indicator)
G3 Credit Impulse and Commodities (Leading Indicator) G3 credit impulse tends to lead commodity prices by 12 months. Image: Nordea and Macrobond
Major Central Bank Balance Sheets and Emerging Market Equities
Major Central Bank Balance Sheets and Emerging Market Equities Chart suggesting that the growth in G3 central bank balance sheets is positive for emerging market equities. Image: Oxford Economics