Search Results for: global manufacturing

Global Manufacturing PMI vs. MSCI ACWI PMI’s are peaking. Historically, markets tend to lead the macro for most time periods. Image: BofA Global Investment Strategy

Global Manufacturing PMI in October Global manufacturing PMIs continue to be strong in March. Image: Morgan Stanley 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

Global Manufacturing PMI in July Global Manufacturing PMIs are back above 50 in July, suggesting a V-shaped recovery in global economy. Image: Morgan Stanley Research

Trade-Weighted U.S. Dollar Index vs. Global Manufacturing PMI A stronger global growth could lead to a weaker U.S. dollar. Image: Morgan Stanley Research

Global Manufacturing PMI in June Global manufacturing PMIs rise to 48.9 in June, and suggest a V-shaped recovery in global economy. Image: Morgan Stanley Research

MSCI ACWI Value vs. Growth Relative Valuation and Global Manufacturing PMI Chart suggesting that value should outperform growth in the recovery phase. Image: Morgan Stanley Research

Top 10 Countries by Share of Global Manufacturing Output China manufacturing accounted for 28.4% of the country’s total economic output. Could the ripple effects of the coronavirus affect China’s ranking? Image: Statista

Global Manufacturing PMI and China Manufacturing PMI The chart suggests a sharp rebound of PMI in Q2 2020 on back of coronavirus. Image: Danske Research

Global Manufacturing PMI and U.S. 10-Year Treasury Yield Chart suggesting that improving global sentiment drives U.S. 10-year Treasury yields higher. Image: Nordea and Macrobond

Equities Performance and Global Manufacturing PMI Chart suggesting that equities often continue to rise after a significant bottom in the global manufacturing PMI. Image: Nordea and Macrobond