Search Results for: global PMI

Interest Rates – Rate Hikes vs. Rate Cuts and Global PMI Manufacturing Global manufacturing PMI levels are screaming for policy tightening. Image: Nordea and Macrobond

Global PMI and Risk Appetite Indicator When global PMIs are above 50 and rising, risk appetite has been mostly positive. Image: Goldman Sachs Global Investment Research

Total Equity Fund Flows vs. Global PMI Should investors expect more equity fund flows this year? Image: Deutsche Bank

Global PMI vs. Orders/Inventory Ratio (Leading Indicator) Inventory-shipment ratios suggest a surge in the global manufacturing PMI over the next 2-3 months. Image: BofA Global Investment Strategy

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

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

Global PMIs Global PMIs and earnings growth across regions could suggest a strong risk-on year. Image: Fidelity Investments

Net Proportion of Global PMI with Positive 12-Month Change There are signs of a bottom in global PMIs: 12 out of 41 countries see a positive 12-month change. This is double the number from July 2019. Image: BofA Merrill Lynch Global Research

Global PMI and Real GDP Chart showing the correlation between global PMI and real GDP. Is the worst over for global PMI? Image: J.P. Morgan

U.S. 10-Year Yield Leads Global PMI This interesting chart suggests that the U.S. 10-year yield (2-year change) leads global PMI by 18 months. Source: Macrobond and Brandywine Global