Search Results for: manufacturing

U.S. ISM Manufacturing PMI vs. Growth Tax (Leading Indicator) Should investors expect a sharp contraction of the U.S. economy? Image: Alpine Macro

Russell 2000 Performance Relative to S&P 500 and ISM Manufacturing PMI Should investors expect a slowdown in U.S. economic activity? Image: Deutsche Bank

ISM Manufacturing PMI and S&P 500 Operating Margin The Manufacturing Purchasing Managers Index has peaked. Will S&P 500 operating profit margins roll over? Image: Morgan Stanley Wealth Management

NY Empire Manufacturing Survey vs. S&P 500 YoY The NY Empire Manufacturing Survey turns negative. This does not bode well for the S&P 500. Image: BofA Global Investment Strategy

ISM Manufacturing Index and ISM Prices Paid Index (Leading Indicator) The ISM Prices Paid Index tends to lead the ISM Manufacturing Index by 12 months, suggesting a fall of the ISM Manufacturing Index in 1H22. Image: Morgan Stanley Research

Markets – Financial Conditions, Global Manufacturing, PMI, S&P 500, U.S. Dollar, 10-Year UST Yield and Fed Fund Rates Should investors brace for tighter financial conditions in 2022? Image: BCA Research

Risk Appetite Indicator and U.S. ISM Manufacturing The risk appetite indicator is below zero, as investors expect growth to slowdown. Image: Goldman Sachs Global Investment Research

G3 Credit Impulse and Global Manufacturing PMI (Leading Indicator) G3 credit impulse tends to lead global manufacturing PMI by 12 months. Image: Nordea and Macrobond

Aggregated U.S. Equity Futures Positions vs. ISM Manufacturing The correlation between aggregated U.S. equity futures positions and ISM manufacturing remains quite strong. Image: Deutsche Bank Asset Allocation

U.S. ISM Manufacturing vs. Philadelphia Fed Leading-Lagging Parts – Leading Indicator Philadelphia Fed leading vs. lagging variables tend to lead U.S. ISM Manufacturing by 10 months. Image: Nordea and Macrobond