Search Results for: industrial production

Index of Leading Indicators vs. Industrial Production A further deterioration in U.S. industrial production seems very likely. Image: Merrill Lynch Wealth Management

Recession – Conference Board Leading Economic Index vs. U.S. Industrial Production The Conference Board Leading Economic Index suggests a contraction in U.S. industrial production. Image: BofA Global Research

China Real GDP and Industrial Production China is experiencing a strong V-shaped economic recovery from the coronavirus pandemic. Image: BofA Global Investment Strategy

M3 Money Supply Relative to Nominal Industrial Production at Recession End Dates This chart shows the surge in the money supply at record level. Image: Stifel

China Real M1 Leads World Industrial Production Chart suggesting that China’s real M1 leads world industrial production by 6 months. Image: Nordea, Sebastian Dypbukt Källman

S&P 500 Value vs. Growth Leads Global Industrial Production This great chart suggests that the S&P 500 value vs. growth leads global industrial production by 9 months. Image: Alpine Macro

U.S. Industrial Production and GDP This chart clearly shows the divergence between U.S. industrial production and GDP, since the financial crisis. Image: Gavekal, Macrobond

U.S. Industrial Production YoY by Segment since 2013 Another excellent chart showing the U.S. industrial production by segment. Image: Pervalle Global

Smoothed U.S. Recession Probabilities The probability of recession stands at 0.34%. When this recession indicator exceeds 5% (red line), history suggests that the probability of recession increases significantly. The chart shows the smoothed U.S. recession probabilities indicator on a log scale. Smoothed U.S. recession probabilities are obtained from a dynamic-factor markov-switching model applied to four…

ANZ Global Lead Index The ANZ Global Lead Index is a leading indicator on global industrial production. The chart shows that growth momentum peaked in 2018. Currently, global growth is actually starting to moderate seriously. Image: ANZ Research