Search Results for: PMI

U.S. ISM Manufacturing PMI vs. 10-Year U.S. Treasury Yields 10-year U.S. Treasury yields tend to move with the U.S. ISM Manufacturing PMI. Image: Credit Suisse Research

% of Economies with Improving Manufacturing PMI vs. Previous Month Recent global manufacturing PMI data suggest the economic comeback is underway. Image: Morgan Stanley Research

Global Manufacturing PMI in June Global manufacturing PMIs rise to 48.9 in June, and suggest a V-shaped recovery in global economy. Image: Morgan Stanley Research

Euro Area PMIs Euro area PMIs look V-shaped, so far. Image: Goldman Sachs Global Investment Research

Cross-Asset Correlation and Global PMI Cross-asset correlations imply there is limited scope for diversification. Image: J.P. Morgan

MSCI ACWI Value vs. Growth Relative Valuation and Global Manufacturing PMI Chart suggesting that value should outperform growth in the recovery phase. Image: Morgan Stanley Research

Composite PMI Output Index Chart suggesting that the recovery looks V-shaped, so far. Image: Macrobond Financial

ISM Manufacturing PMI vs. Cyclicals/Defensives The outperformance of U.S. cyclicals could suggest that the U.S. economic activity has bottomed. Image: Gavekal, Macrobond

ISM PMI and S&P 500 Monthly Return Historically, the best returns for the S&P 500 have been seen when ISM is low and rising. Image: Credit Suisse Research

China Manufacturing PMI China Manufacturing PMIs suggest ongoing recovery, after a deep contraction in the first quarter. Image: J.P. Morgan