Global Equities vs. Global Manufacturing PMI
Global Equities vs. Global Manufacturing PMI Chart suggesting that market participants expect global manufacturing PMI to rebound strongly. Image: Topdown Charts
Global Equities vs. Global Manufacturing PMI Chart suggesting that market participants expect global manufacturing PMI to rebound strongly. Image: Topdown Charts
OECD Diffusion Index Leads Global Manufacturing PMI Chart suggesting that the OECD diffusion index leads global manufacturing PMI by 6 months. Image: Pictet Asset Management
New Orders to Inventory Ratio Leads Global Manufacturing PMI Chart suggesting that the new orders to inventory ratio leads global manufacturing PMI by 2 months. Image: BofA Merrill Lynch Global Investment Strategy
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
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
Global Manufacturing PMI and Multi-Asset Portfolio Returns This chart suggests that markets have not taken into account this year’s growth and profits slump. Image: J.P. Morgan Asset Management