U.S. Cyclicals/Defensives vs. ISM Manufacturing PMI

U.S. Cyclicals/Defensives vs. ISM Manufacturing PMI Chart showing the large divergence between U.S. cyclicals/defensives and the ISM Manufacturing PMI. Eventually, the gap should close soon. Image: Topdown Charts

ISM Manufacturing PMI and Nonfarm Payroll Growth vs. U.S. Election Outcome

ISM Manufacturing PMI and Nonfarm Payroll Growth vs. U.S. Election Outcome Chart showing the relationship between growth trends into U.S. elections and the margin of victory or defeat for incumbent candidates. Historically, the probability of incumbents winning an election increases, as growth trends improve. Image: Bessemer Trust

Risky Assets Performance and Global Manufacturing PMI

Risky Assets Performance and Global Manufacturing PMI Interesting chart suggesting that risky assets are currently following the typical path when global growth is bottoming. Image: J.P. Morgan Asset Management

Global Manufacturing PMI

Global Manufacturing PMI Manufacturing PMI is still sluggish in the world, but it is trying to stop going down in the United States. Image: LPL Financial LLC