Hard Data vs. Soft Data

Hard Data vs. Soft Data The notable divergence between soft and hard economic data highlights the challenge of interpreting the true state of the economy. While sentiment surveys suggest caution, hard data has yet to confirm a significant slowdown. Image: Goldman Sachs Global Investment Research

U.S. ISM Manufacturing and Services Survey Data

U.S. ISM Manufacturing and Services Survey Data A “soft recession” occurs when the manufacturing side of the U.S. economy contracts while services remain robust, leading to a period of slower economic activity. Image: Real Investment Advice

China Economic Data

China Economic Data China is leading the global economic recovery and is expected to provide a boost to the rest of the world. Image: Morgan Stanley Wealth Management

Global Growth and Macro Data

Global Growth and Macro Data Macro data are turning sharply positive. Is the recovery faster than expected? Image: Goldman Sachs Global Investment Research

U.S. Survey Data and EPS Growth

U.S. Survey Data and EPS Growth BofA’s model suggests 11.4% U.S. EPS growth by the end of Q2 2020. Image: BofA Global Research