Search Results for: global PMI

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

Global PMI Cycles Interesting table showing global PMI cycles: if investors get the global PMI right, they do well. Image: Pervalle Global

GDP Weighted Global Central Bank Policy Rate vs. Global PMI This chart suggests that global policy rates are too tight compared to global PMI in contraction mode. Image: Pervalle Global

Longest Losing Streak for Global PMI Global PMI falls for 15 months in a row. New tariffs will certainly not help. Image: Charles Schwab

Global PMI vs. Global GDP The chart shows the strong correlation between global PMI and global GDP. Global PMI slides to lowest since 2016 and global GDP may have difficulty growing at a rate above 2% in the near future. Image: IHS Markit