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 61.1% in September. Click the Image to Enlarge

ISM Manufacturing Index vs. U.S. HY – IG Spread

ISM Manufacturing Index vs. U.S. HY – IG Spread As the U.S. ISM Manufacturing Index appears to have peaked, should investors position their portfolios for coming flight-to-quality? Image: BofA Global Investment Strategy

ISM Manufacturing Index and Recessions

ISM Manufacturing Index and Recessions Economic growth tends to peak about a year after the recession ends. Image: Deutsche Bank Asset Allocation