Search Results for: manufacturing PMI

Global Manufacturing PMI in October Global manufacturing PMIs reached a new cycle high in December. 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

Percentage of Countries with Manufacturing PMIs Above 50 and 45 Manufacturing PMIs suggest that the worst is over in most countries. Image: Morgan Stanley Wealth Management

% 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