SOX Semiconductor Index vs. ISM New Orders
SOX Semiconductor Index vs. ISM New Orders Semiconductors suggest ISM levels above 60. Image: BofA Global Investment Strategy
Search Results for: semiconductor
Semiconductor Prices and ISM Manufacturing Index
Semiconductor Prices and ISM Manufacturing Index Chart suggesting that the surge in semiconductor prices implies ISM Manufacturing Index above 55 in the next 3-months. Image: BofA Merrill Lynch Global Research
Global Semiconductor Sales vs. MSCI World EPS Growth
Global Semiconductor Sales vs. MSCI World EPS Growth Chart suggesting that global semiconductor sales may have bottomed. That’s good news for global EPS growth. Image: Jeroen Blokland
Global Semiconductor Sales Lead U.S. GDP Growth
Global Semiconductor Sales Lead U.S. GDP Growth This interesting chart suggests that global semiconductor sales lead U.S. GDP growth by six months. Image: Nordea and Macrobond
U.S. Dollar to China Yuan (USD/CNY) Leads Semiconductor Sales
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. Image: Nordea and Macrobond
World Semiconductor Sales Lead Emerging Markets
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. Image: Nordea and Macrobond
Philadelphia Semiconductor Index (SOX) Leads Global Manufacturing PMI by Three Months
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. Image: Oxford Economics, Macrobond
World Semiconductor Sales and S&P 500 EPS
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.” Image: Oxford Economics
Semiconductor Sales vs. Global Earnings per Share
Semiconductor Sales vs. Global Earnings per Share The chart shows that semiconductor sales suggest a collapse in corporate earnings. Image: Jeroen Blokland
Semiconductor Sales vs. Global Trade (volume)
Semiconductor Sales vs. Global Trade (volume) Interesting chart showing the correlation of 0.78 between semiconductor sales and global trade (volume). Image: Paolo Cardena