ISM PMI and S&P 500

ISM PMI and S&P 500 What does a cooling in U.S. manufacturing growth mean for the S&P 500 in the coming months? Image: BofA Global Research

China Manufacturing PMIs

China Manufacturing PMIs China continues to show signs of recovery from the coronavirus pandemic, as China’s manufacturing PMIs expanded in September. Image: Goldman Sachs Global Investment Research

Stoxx Europe 600 and Europe Manufacturing PMI

Stoxx Europe 600 and Europe Manufacturing PMI Is the Europe manufacturing PMI rebound in the cards? European stock markets remain bullish. Image: Goldman Sachs Global Investment Research

200D Change in Yield Curve 30Y-10Y Leads U.S. ISM Manufacturing Index

200D Change in Yield Curve 30Y-10Y Leads U.S. ISM Manufacturing Index This great chart suggests that 200-Day Change in Yield Curve 30-Year minus 10-Year spread leads U.S. ISM Manufacturing Index by 16 months. It also suggests that U.S. PMI is probably bottoming now and could bounce back. Image: Fundstrat Global Advisors, LLC

China and Taiwan Manufacturing PMI

China and Taiwan Manufacturing PMI The charts suggest a bottom in the Chinese and Taiwanese cycle in early 2020. Historically, this has been positive for global equities. Image: Danske Bank Research