Search Results for: PMI

S&P 500 and Manufacturing PMI Morgan Stanley expects lower U.S. equity prices in 1H2022. Image: Morgan Stanley Research

Markets – Financial Conditions, Global Manufacturing, PMI, S&P 500, U.S. Dollar, 10-Year UST Yield and Fed Fund Rates Should investors brace for tighter financial conditions in 2022? Image: BCA Research

Global PMI Breadth Global PMI breadth is very impressive and encouraging. Image: Topdown Charts

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

Manufacturing PMIs and U.S. 10-Year Real Yield (Leading Indicator) Manufacturing PMIs tend to lead U.S. 10-year real yields by 6 months. Image: MarketDesk Research

Net % Overweight Equities vs. Global PMI Momentum Global PMI momentum is expected to turn negative over the coming months. Image: BofA Global Research

Cyclicals/Defensives vs. ISM Manufacturing PMI Should investors favor defensive stocks for the rest of the year? Image: Nordea and Macrobond

ISM PMI and S&P 500 What does a cooling in U.S. manufacturing growth mean for the S&P 500 in the coming months? Image: BofA Global Research

Lumber/WTI Crude Oil and ISM Manufacturing PMI (Leading Indicator) Slower economic growth is expected over the next 14 months. Image: Gavekal, Macrobond

Coronavirus – Manufacturing PMI Output Index and COVID-19 Vaccination Rate COVID-19 vaccination rates tend to drive economic growth. Image: IHS Markit