Search Results for: manufacturing PMI

S&P 500 and Manufacturing PMI Morgan Stanley expects the S&P 500 to decline 10-20% by year-end 2021. Image: Morgan Stanley Research

Cyclicals/Defensives vs. ISM Manufacturing PMI Should investors favor defensive stocks for the rest of the year? Image: Nordea and Macrobond

Lumber/WTI Crude Oil and ISM Manufacturing PMI (Leading Indicator) Slower economic growth is expected over the next 14 months. Image: Gavekal, Macrobond

Coronavirus – Manufacturing PMI Output Index and COVID-19 Vaccination Rate COVID-19 vaccination rates tend to drive economic growth. Image: IHS Markit

China Credit Impulse Leads Global Manufacturing PMI China credit impulse tends to lead global manufacturing PMI by 12 months. Credit impulse is the change in new credit issued as a percentage of GDP. Image: Nordea and Macrobond

Global Manufacturing PMI Despite a slight decline, global manufacturing activity remains expansionary. Image: J.P. Morgan Asset Management

Global Manufacturing PMI vs. MSCI ACWI PMI’s are peaking. Historically, markets tend to lead the macro for most time periods. Image: BofA Global Investment Strategy

Global Manufacturing PMI in October Global manufacturing PMIs continue to be strong in March. Image: Morgan Stanley Research

S&P 500 Financials Index/S&P 500 Index and ISM Manufacturing PMI The ISM Manufacturing PMI suggests that the financials’ rally should continue. Image: Morgan Stanley Wealth Management

Manufacturing PMI and S&P 500 Capex YoY Is a capex recovery on the cards, as suggested by manufacturing PMI? Image: BofA