Search Results for: U.S. PMI

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. Image: Exane BNP Paribas

U.S. ISM Manufacturing PMI vs. 10-Year U.S. Treasury Yield 10-year U.S. Treasury yields tend to move with the U.S. ISM Manufacturing PMI, but the disconnect persists. Image: Morgan Stanley Wealth Management

Trade-Weighted U.S. Dollar Index vs. Global Manufacturing PMI A stronger global growth could lead to a weaker U.S. dollar. Image: Morgan Stanley Research

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

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

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

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

U.S. ISM Manufacturing and Non-Manufacturing PMI Chart suggesting that ISM indices imply a slowdown rather than a recession. Image: BofA Global Research

U.S. Cyclicals/Defensives vs. ISM Manufacturing PMI Chart showing the large divergence between U.S. cyclicals/defensives and the ISM Manufacturing PMI. Eventually, the gap should close soon. Image: Topdown Charts

ISM Manufacturing PMI and Nonfarm Payroll Growth vs. U.S. Election Outcome Chart showing the relationship between growth trends into U.S. elections and the margin of victory or defeat for incumbent candidates. Historically, the probability of incumbents winning an election increases, as growth trends improve. Image: Bessemer Trust