China and Taiwan Manufacturing PMI

China and Taiwan Manufacturing PMI The charts suggest a bottom in the Chinese and Taiwanese cycle in early 2020. Historically, this has been positive for global equities. Picture source: Danske Bank

Global Manufacturing PMI Above 50

Global Manufacturing PMI Above 50 Is the worst over for global manufacturing PMI? This interesting chart shows the percentage of global manufacturing PMI above 50. Picture source: FactSet, IHS Markit, Charles Schwab

Global Manufacturing PMI and MSCI Global Auto Index

Global Manufacturing PMI and MSCI Global Auto Index This chart shows the pretty good correlation between Global Manufacturing PMI and the MSCI Global Auto Index (YoY change). Picture source: J.P. Morgan

Is the Worst Over for Global Manufacturing PMI?

Is the Worst Over for Global Manufacturing PMI? The global manufacturing PMI shows the first monthly increase, after PMI ended 15 consecutive months of decline. Picture source: Goldman Sachs Global Investment Research