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

MSCI World vs. Global Composite PMI

MSCI World vs. Global Composite PMI Global stock markets are very optimistic, as soft and hard indicators suggest that the global slowdown may have bottomed out. Image: Morgan Stanley Research

Global PMIs

Global PMIs Global PMIs and earnings growth across regions could suggest a strong risk-on year. Image: Fidelity Investments

Equities Performance and Global Manufacturing PMI

Equities Performance and Global Manufacturing PMI Chart suggesting that equities often continue to rise after a significant bottom in the global manufacturing PMI. Image: Nordea and Macrobond

Global Manufacturing PMI Cycle

Global Manufacturing PMI Cycle Chart suggesting that the worst is over for global manufacturing PMI. Image: Goldman Sachs Global Investment Research