Global Manufacturing PMI Above 50

Global Manufacturing PMI Above 50 Is the worst over for global manufacturing PMI? This interesting chart shows the percentage of global manufacturing PMI above 50. Picture source: FactSet, IHS Markit, Charles Schwab

Global Manufacturing PMI and MSCI Global Auto Index

Global Manufacturing PMI and MSCI Global Auto Index This chart shows the pretty good correlation between Global Manufacturing PMI and the MSCI Global Auto Index (YoY change). Picture source: J.P. Morgan

Is the Worst Over for Global Manufacturing PMI?

Is the Worst Over for Global Manufacturing PMI? The global manufacturing PMI shows the first monthly increase, after PMI ended 15 consecutive months of decline. Picture source: Goldman Sachs Global Investment Research

China Credit Impulse Leads Global Manufacturing PMI

China Credit Impulse Leads Global Manufacturing PMI This great chart suggests that China credit impulse leads global manufacturing PMI by 12 months. Credit impulse is the change in new credit issued as a percentage of GDP. Picture source: Nordea and Macrobond