Global Manufacturing: Manufacturing as Percentage of Gross Value Added The key question: is the United States really decoupled from the rest of the world? Image: Deutsche Bank Global Research
Is the Worst Over for Global Manufacturing PMI? The global manufacturing PMI shows the first monthly increase, after PMI ended 15 consecutive months of decline. Image: Goldman Sachs Global Investment Research
Taiwan Exports Lead Global Manufacturing PMI Interesting chart suggesting that Taiwan exports lead global manufacturing PMI by 3 months. Image: J.P. Morgan
Global Manufacturing vs. Service Sector This chart shows that the global manufacturing sector is in recession, while the service sector is doing well. Image: Deutsche Bank Global Research
China Credit Impulse and Number of Central Banks Easing vs. Tightening Lead Global Manufacturing PMI This chart suggests that China credit impulse and the number of central banks easing vs. tightening lead global manufacturing PMI by 6 months. Credit impulse is the change in new credit issued as a percentage of GDP. Image: J.P. Morgan
Chinese 5-Year Benchmark Yield Leads Global Manufacturing PMI Great chart suggesting that the Chinese 5-year benchmark yield leads global manufacturing PMI by 18 months. Image: Nordea and Macrobond
Global Manufacturing Activity The number of countries in contraction is higher than the number of countries in expansion. Image: Financial Times
Global Manufacturing PMI This chart could suggest that the worst is over for global manufacturing after PMI ended 15 consecutive months of decline. Image: Charles Schwab
Global Manufacturing PMI and MSCI World Index The chart shows a pretty good correlation between Global Manufacturing PMI and the MSCI World Index. Stocks and PMI tend to move together. Image: Charles Schwab
Global Manufacturing PMI Leads Earnings The chart suggests that Global Manufacturing PMI leads earnings by 9 months. Image: Charles Schwab
Philadelphia Semiconductor Index (SOX) Leads Global Manufacturing PMI by Three Months This chart suggests that the rally in semiconductor stocks may herald a global growth rebound. Image: Oxford Economics, Macrobond