ISM Manufacturing Index and Autos vs. Retail

ISM Manufacturing Index and Autos vs. Retail When there is robust economic growth, it is generally expected that the autos sector would outperform the retail sector. Image: Goldman Sachs Global Investment Research

S&P 500 vs. ISM Composite PMI

S&P 500 vs. ISM Composite PMI It is common during the late stage of an economic cycle for the S&P 500 to outpace the ISM. Should investors favor defensive stocks, energy and industrials? Image: Morgan Stanley Research

ISM Manufacturing Index vs. S&P 500 Index

ISM Manufacturing Index vs. S&P 500 Index This chart shows the correlation between the ISM manufacturing index and the S&P 500 index year-over-year percent change, since 2011. The U.S. ISM Manufacturing Index increased to 47.6% in August. Click the Image to Enlarge

Big 4 Asia Imports vs. ISM Manufacturing PMI

Big 4 Asia Imports vs. ISM Manufacturing PMI The weak demand in Asian markets is affecting various industries and economies worldwide. Image: BofA Global Investment Strategy