Search Results for: manufacturing PMI

Global Manufacturing PMI Global manufacturing activity continues to look strong. Image: J.P. Morgan Asset Management

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 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

Cyclicals/Defensives vs. ISM Manufacturing PMI Cyclical stocks tend to outperform defensive stocks during periods of economic strength. Image: Nordea and Macrobond

Copper to Gold Ratio vs. ISM Manufacturing PMI The ISM manufacturing PMI suggests a higher copper to gold ratio. Image: Alpine Macro

China Manufacturing PMIs China continues to show signs of recovery from the coronavirus pandemic, as China’s manufacturing PMIs expanded in September. Image: Goldman Sachs Global Investment Research

Global Manufacturing PMI vs. S&P 500 Financials Index/S&P 500 Index Financials are generally highly correlated with the rebound in economic indices, but they are lagging. Image: Morgan Stanley Wealth Management

U.S. ISM Manufacturing PMI vs. 10-Year U.S. Treasury Yield 10-year U.S. Treasury yields tend to move with the U.S. ISM Manufacturing PMI, but the disconnect persists. Image: Morgan Stanley Wealth Management