Search Results for: PMI

Taiwan Exports Lead Global Manufacturing PMI Interesting chart suggesting that Taiwan exports lead global manufacturing PMI by 3 months. Picture source: J.P. Morgan

Euro Area Real M1 Growth Leads Euro Area Manufacturing PMI This chart suggests that euro area real M1 growth leads euro area manufacturing PMI by 9 months. Picture source: Morgan Stanley Research

Global Composite PMI Leads Global GDP Growth Chart suggesting that the global composite PMI leads global GDP growth by 2 months. Picture source: Oxford Economics

China Credit Impulse and Number of Central Banks Easing vs. Tightening Lead Global Manufacturing PMI This chart suggests that China credit impulse and the number of central banks easing vs. tightening lead global manufacturing PMI by 6 months. Picture source: J.P. Morgan

Chinese 5-Year Benchmark Yield Leads Global Manufacturing PMI Great chart suggesting that the Chinese 5-year benchmark yield leads global manufacturing PMI by 18 months. Picture source: Nordea and Macrobond

China Credit Impulse Leads Global Manufacturing PMI This great chart suggests that China credit impulse leads global manufacturing PMI by 12 months. Picture source: Nordea and Macrobond

S&P 500 Equity Risk Premium and Global DM Composite PMI Nice chart showing that the equity risk premium of the S&P 500 is currently elevated. Picture source: JDI research

Central Banks – Global Monetary Policy Stimulus Leads Global Manufacturing PMI Great chart suggesting that global monetary policy stimulus leads global manufacturing PMI by 8 months. The global manufacturing PMI could rebound in 2020. Picture source: Topdown Charts

U.S. Excess Liquidity Leads U.S. PMI This chart suggests that U.S. excess liquidity leads U.S. PMI by 12 months. U.S. PMI could bounce back in 2020. Picture source: Exane BNP Paribas

Global Manufacturing PMI This chart could suggest that the worst is over for global manufacturing after PMI ended 15 consecutive months of decline. Picture source: Charles Schwab