Search Results for: PMI

S&P 500 Ratio to 200 DMA and ISM Manufacturing PMI As the chart suggests, the S&P 500 is pricing a recession. Image: Deutsche Bank Asset Allocation

Global Manufacturing PMI Chart suggesting no global recession in 2020 and a U-recovery for the global economy. Image: Danske Research

Relative P/E of Value Stocks vs. S&P 500 vs. U.S. Manufacturing PMI Index BofA remains bullish on value stocks in the coming months, due to improving macro conditions. Image: BofA U.S. Equity and Quant Strategy

Global PMI Manufacturing and Rolling Yearly Change in the Balance Sheet (FED, ECB, BoJ, PBOC) This chart shows the correlation between the change in global liquidity and the global PMI manufacturing. Image: Swedbank Research

U.S. Non-Manufacturing PMI U.S. Non-Manufacturing PMI is higher than expected and continues to rebound. Image: Macrobond Financial

% of Economies with Improving Manufacturing PMI vs. Previous Month Global manufacturing outlook improves, as 60% of economies reported better PMIs relative to December 2019. Image: Morgan Stanley Research

Global Manufacturing PMI and China Manufacturing PMI The chart suggests a sharp rebound of PMI in Q2 2020 on back of coronavirus. Image: Danske Research

Global Manufacturing PMI and U.S. 10-Year Treasury Yield Chart suggesting that improving global sentiment drives U.S. 10-year Treasury yields higher. Image: Nordea and Macrobond

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