Search Results for: global PMI

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

China Credit Impulse Leads Global Manufacturing PMI China credit impulse tends to lead global manufacturing PMI by 12 months. Credit impulse is the change in new credit issued as a percentage of GDP. Image: Nordea and Macrobond

Global Manufacturing PMI Despite a slight decline, global manufacturing activity remains expansionary. Image: J.P. Morgan Asset Management

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

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