Search Results for: semiconductor

Global Semiconductor Sales Lead U.S. GDP Growth This interesting chart suggests that global semiconductor sales lead U.S. GDP growth by six months. Picture source: Nordea and Macrobond

U.S. Dollar to China Yuan (USD/CNY) Leads Semiconductor Sales This chart suggests that the U.S. Dollar to China Yuan (USD/CNY) leads semiconductor sales by four months. Keep a close eye on USD/CNY. Picture source: Nordea and Macrobond

World Semiconductor Sales Lead Emerging Markets This chart suggests that world semiconductor sales lead the MSCI emerging markets index by 3 months. This is very interesting before investing in emerging market equities. Country weights of the MSCI Emerging Markets Index: 33% China, 13.02% Korea, 11.35% Taiwan. Picture source: Nordea and Macrobond

Philadelphia Semiconductor Index (SOX) Leads Global Manufacturing PMI by Three Months This chart suggests that the rally in semiconductor stocks may herald a global growth rebound. Picture source: Oxford Economics, Macrobond

World Semiconductor Sales and S&P 500 EPS Tight relationship between world semiconductor sales and S&P 500 earnings per share. You may also like “Semiconductor Sales vs. Global Earnings per Share.” Picture source: Oxford Economics

Semiconductor Sales vs. Global Earnings per Share The chart shows that semiconductor sales suggest a collapse in corporate earnings. Picture source: Jeroen Blokland

Semiconductor Sales vs. Global Trade (volume) Interesting chart showing the correlation of 0.78 between semiconductor sales and global trade (volume). Picture source: Paolo Cardena

Global Semiconductor Sales vs. MSCI World EPS Growth The chart shows global semiconductor sales vs. MSCI world EPS growth and suggests negative global EPS growth. You may also like “MSCI Emerging Markets Index vs. World Semiconductor Sales.” Picture source: Jeroen Blokland

MSCI Emerging Markets Index vs. World Semiconductor Sales This great chart suggests that world semiconductor sales lead the MSCI emerging markets index by 3 months. Very interesting chart before investing in emerging market equities. Country weights of the MSCI Emerging Markets Index: 33% China, 13.02% Korea, 11.35% Taiwan. Picture source: Nordea and Macrobond

American Semiconductor Sales Lead ISM Manufacturing Index by 3 Months This chart shows that the downtrend in American semiconductor sales is currently worrying. You may also like “ISM Manufacturing Index vs. S&P 500 Index since 2011.” Picture source: Deutsche Bank Global Research