Markit PMIs Composite and U.S. Real GDP Growth
Markit PMIs Composite and U.S. Real GDP Growth October PMIs suggest a modest U.S. real GDP growth. Image: Danske Bank
Markit PMIs Composite and U.S. Real GDP Growth October PMIs suggest a modest U.S. real GDP growth. Image: Danske Bank
Risky Assets Performance and Global Manufacturing PMI Interesting chart suggesting that risky assets are currently following the typical path when global growth is bottoming. Image: J.P. Morgan Asset Management
China Offshore Stock Index (Hong Kong) and China Manufacturing PMI Chart suggesting that the Chinese stock market has more upside. Image: Danske Bank
Net Proportion of Global PMI with Positive 12-Month Change There are signs of a bottom in global PMIs: 12 out of 41 countries see a positive 12-month change. This is double the number from July 2019. Image: BofA Merrill Lynch Global Research
Global PMI and Real GDP Chart showing the correlation between global PMI and real GDP. Is the worst over for global PMI? Image: J.P. Morgan
Global Manufacturing PMI Manufacturing PMI is still sluggish in the world, but it is trying to stop going down in the United States. Image: LPL Research
Central Bank Rate Cuts Lead Global Manufacturing PMI by 8 Months Charting suggesting that central banks rate cuts lead global manufacturing PMI by 8 months. Image: Pictet Wealth Management
Global Financial Conditions Index and Global Manufacturing PMI Chart suggesting that easier financial conditions should feed through to growth, unless monetary policy is less effective. Image: Goldman Sachs Global Investment Research
Global Manufacturing PMI and Multi-Asset Portfolio of Cyclicals Using global manufacturing PMI to trade cyclicals in different business cycle phases. Image: J.P. Morgan
Federal Reserve Money Supply M2 Leads Global Manufacturing PMI Chart suggesting that the Federal Reserve money supply M2 leads global manufacturing PMI by 18 months. Image: Nordea and Macrobond