Search Results for: global PMI

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. Picture source: 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. Picture source: Pervalle Global

Longest Losing Streak for Global PMI Global PMI falls for 15 months in a row. New tariffs will certainly not help. Picture source: 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. Picture source: IHS Markit

Global PMI for Manufacturing Global PMI for manufacturing slides to lowest since 2012. Picture source: J.P. Morgan Asset Management

Global PMI vs. U.S. 10-Year Treasury Yield The chart suggests that the 10-year Treasury yield should be below 1.5%. Picture source: Pervalle Global

Global PMI & US ISM Manufacturing Indices This chart suggests that Global PMI Manufacturing Index leads US ISM Manufacturing Index by two months. Picture source: Capital Economics

Global PMI vs. G10 Central Banks Rates Cut When Global PMI is weak, as is currently the case, G10 central banks have always cut rates. Picture source: Nordea and Macrobond

Global Manufacturing PMI and Multi-Asset Portfolio Returns This chart suggests that markets have not taken into account this year’s growth and profits slump. Picture source: J.P. Morgan Asset Management