% of Economies with Improving Manufacturing PMI vs. Previous Month Based on a 3-month moving average, 82% of economies now see an improvement in their manufacturing sector compared to the previous month. Image: Morgan Stanley Research
ISM Manufacturing Index vs. S&P 500 Index This chart shows the correlation between the ISM manufacturing index and the S&P 500 index year-over-year percent change, since 2011. U.S. ISM Manufacturing Index increased to 50.9 in January. Keep in mind that it is a survey. Click the Image to Enlarge
Global Manufacturing PMI in July Global Manufacturing PMIs are back above 50 in July, suggesting a V-shaped recovery in global economy. Image: Morgan Stanley Research
% of S&P 500 Companies Beating Quarterly EPS Estimates vs. U.S. Manufacturing ISM So far, 84% of S&P 500 companies have exceeded estimates, thanks to coronavirus cuts to forecasts. Image: J.P. Morgan
Trade-Weighted U.S. Dollar Index vs. Global Manufacturing PMI A stronger global growth could lead to a weaker U.S. dollar. Image: Morgan Stanley Research
U.S. Recessionary Manufacturing Activity Chart showing that 2/3 of the manufacturing sector is in contraction. Image: Oxford Economics
U.S. ISM Manufacturing PMI vs. 10-Year U.S. Treasury Yields 10-year U.S. Treasury yields tend to move with the U.S. ISM Manufacturing PMI. Image: Credit Suisse Research
World (ex-China) Manufacturing Surveys – Delivery Times The coronavirus pandemic disrupted global supply chains. This chart suggests that delivery times have now shortened significantly. Image: Pictet Asset Management
% of Economies with Improving Manufacturing PMI vs. Previous Month Recent global manufacturing PMI data suggest the economic comeback is underway. Image: Morgan Stanley Research
Global Manufacturing PMI in June Global manufacturing PMIs rise to 48.9 in June, and suggest a V-shaped recovery in global economy. Image: Morgan Stanley Research