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	<title>Search Results for &#8220;global manufacturing&#8221; &#8211; ISABELNET</title>
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	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;global manufacturing&#8221; &#8211; ISABELNET</title>
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		<title>S&#038;P 500 Earnings Revisions vs. U.S. PMIs</title>
		<link>https://www.isabelnet.com/global-manufacturing-pmi-leads-earnings/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 25 Sep 2026 08:30:33 +0000</pubDate>
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					<description><![CDATA[S&#38;P 500 Earnings Revisions vs. U.S. PMIs This year, U.S. ISM PMIs have picked up sharply, finally catching the earlier surge in earnings-revisions momentum. The cyclical upturn is now underway. Image: Topdown Charts]]></description>
		
		
		
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		<title>Global Financial Tightness Indicator vs. ISM Manufacturing PMI SA</title>
		<link>https://www.isabelnet.com/ism-manufacturing-index-and-u-s-financial-conditions-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 22 Sep 2026 08:30:22 +0000</pubDate>
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					<description><![CDATA[Global Financial Tightness Indicator vs. ISM Manufacturing PMI SA Tighter financial conditions are starting to hit manufacturing sentiment and order flow. If the squeeze persists, the ISM Manufacturing PMI could weaken further, adding pressure to risk assets. Image: Bloomberg]]></description>
		
		
		
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		<title>Global Monetary Policy Stimulus and Global Manufacturing PMI</title>
		<link>https://www.isabelnet.com/central-banks-global-monetary-policy-stimulus-leads-global-manufacturing-pmi/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 07 Aug 2026 08:30:20 +0000</pubDate>
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		<guid isPermaLink="false">https://www.isabelnet.com/?p=12772</guid>

					<description><![CDATA[Global Monetary Policy Stimulus and Global Manufacturing PMI 2026 belonged to global growth, but the wind is turning. Inflation is firming, putting rate hikes back in play. The road into 2027 looks slower and bumpier. Image: Topdown Charts]]></description>
		
		
		
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		<title>DM Manufacturing PMI vs. Global Central Bank Decision Index</title>
		<link>https://www.isabelnet.com/central-bank-rate-cuts-lead-global-manufacturing-pmi/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 19 Feb 2026 09:30:28 +0000</pubDate>
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		<guid isPermaLink="false">https://www.isabelnet.com/?p=14826</guid>

					<description><![CDATA[DM Manufacturing PMI vs. Global Central Bank Decision Index This year&#8217;s key macro theme is a global growth rebound, fueled by two years of aggressive monetary easing that have set the stage for a fresh wave of economic momentum. Image: TS Lombard]]></description>
		
		
		
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		<title>Global Quarterly Tech Capex Growth</title>
		<link>https://www.isabelnet.com/manufacturing-pmi-and-sp-500-capex-yoy/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 29 Dec 2025 09:30:52 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=40044</guid>

					<description><![CDATA[Global Quarterly Tech Capex Growth Tech investment has surged in recent years, but the underlying rhythm hasn&#8217;t changed: global tech capex has grown 14.6% annually since 2013, right in line with its decade‑long trend. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Manufacturing PMI and Global Leading Indicator</title>
		<link>https://www.isabelnet.com/global-manufacturing-pmi-3/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 04 Dec 2025 09:30:50 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=25481</guid>

					<description><![CDATA[U.S. Manufacturing PMI and Global Leading Indicator Leading indicators are turning higher, signaling a growing chance of a global cyclical upswing into the first half of 2026. Image: Bloomberg]]></description>
		
		
		
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		<title>Global Financial Conditions Index</title>
		<link>https://www.isabelnet.com/global-financial-conditions-index-and-global-manufacturing-pmi/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 04 Sep 2025 08:30:18 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=16314</guid>

					<description><![CDATA[Global Financial Conditions Index Global financial conditions have eased to a 12-month low, supported by expectations of monetary policy easing, improved investor sentiment, tightening credit spreads, and a more stable economic outlook. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Proportion of S&#038;P 500 Firms Mentioning Recession during Quarterly Earnings Calls</title>
		<link>https://www.isabelnet.com/u-s-ism-manufacturing-index-and-proportion-of-russell-3000-firms-mentioning-recession-during-quarterly-earnings-calls/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 07 May 2025 08:30:21 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=73329</guid>

					<description><![CDATA[Proportion of S&#038;P 500 Firms Mentioning Recession during Quarterly Earnings Calls The proportion of S&#38;P 500 firms mentioning &#8220;recession&#8221; in their earnings calls has risen sharply to 24%, signaling growing worries about an economic slowdown despite continued positive earnings growth. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Indexed Return of Cyclicals vs. Defensives ex. Commodities and ISM Manufacturing Index</title>
		<link>https://www.isabelnet.com/indexed-return-of-cyclicals-vs-defensives-ex-commodities-and-ism-manufacturing-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 27 Nov 2024 09:31:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=69098</guid>

					<description><![CDATA[Indexed Return of Cyclicals vs. Defensives ex. Commodities and ISM Manufacturing Index U.S. equity sector rotations are pricing in a &#8220;no landing&#8221; economic scenario, where the U.S. economy avoids both recession and significant slowdown, maintaining steady growth instead. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>U.S. Nonfarm Payrolls vs. U.S. ISM Manufacturing PMI</title>
		<link>https://www.isabelnet.com/u-s-nonfarm-payrolls-vs-u-s-ism-manufacturing-new-orders/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 11 Oct 2024 08:30:51 +0000</pubDate>
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		<guid isPermaLink="false">https://www.isabelnet.com/?p=79074</guid>

					<description><![CDATA[U.S. Nonfarm Payrolls vs. U.S. ISM Manufacturing PMI The U.S. ISM manufacturing index reading below 50 signals a contraction in manufacturing activity, which may impact payroll numbers. However, the relationship between the index and actual payroll figures is not straightforward. Image: BofA Global Investment Strategy]]></description>
		
		
		
			</item>
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		<title>ISM Manufacturing PMI and ISM New Orders &#8211; Inventories</title>
		<link>https://www.isabelnet.com/ism-manufacturing-pmi-and-ism-new-orders-inventories/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 31 Aug 2024 08:30:05 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=83602</guid>

					<description><![CDATA[ISM Manufacturing PMI and ISM New Orders &#8211; Inventories The spread between U.S. ISM New Orders and Inventories suggests a positive upward trend in the ISM manufacturing PMI, with new orders increasing at a more rapid pace than inventories. Image: BofA Global Investment Strategy]]></description>
		
		
		
			</item>
		<item>
		<title>Percentage of Countries with Manufacturing PMI Above 50</title>
		<link>https://www.isabelnet.com/percentage-of-countries-with-manufacturing-pmi-above-50/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 14 Aug 2024 08:31:49 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=102197</guid>

					<description><![CDATA[Percentage of Countries with Manufacturing PMI Above 50 While the global manufacturing sector faced headwinds in mid-2023, the latest data suggest a gradual recovery is underway, with the percentage of countries in expansion nearly doubling from September 2023 to the present. Image: BofA Predictive Analytics]]></description>
		
		
		
			</item>
		<item>
		<title>ISM Manufacturing PMI and U.S. Recessions</title>
		<link>https://www.isabelnet.com/ism-manufacturing-pmi-and-u-s-recessions/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 05 Aug 2024 08:30:20 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=81186</guid>

					<description><![CDATA[ISM Manufacturing PMI and U.S. Recessions A drop in the U.S. ISM Manufacturing PMI below 45 signals significantly heightened recession risks, indicating a severe contraction in the manufacturing sector. Image: BofA Global Research]]></description>
		
		
		
			</item>
		<item>
		<title>ISM Manufacturing PMI and Global Stocks vs. Government Bonds</title>
		<link>https://www.isabelnet.com/economy-weighted-composite-ism-and-stock-to-bond-ratio/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 13 Jun 2024 08:31:40 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=55495</guid>

					<description><![CDATA[ISM Manufacturing PMI and Global Stocks vs. Government Bonds In a potential shift from a &#8220;no&#8221; to a &#8220;hard&#8221; landing scenario, government bonds may outperform due to increased risk aversion, interest rate cuts, lower inflation expectations, and their historical performance during economic downturns. Image: BofA Global Investment Strategy]]></description>
		
		
		
			</item>
		<item>
		<title>ISM Manufacturing Index and SOX Philadelphia Semiconductor Index</title>
		<link>https://www.isabelnet.com/ism-manufacturing-index-and-sox-philadelphia-semiconductor-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 24 Feb 2024 09:30:46 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=42703</guid>

					<description><![CDATA[ISM Manufacturing Index vs. Semiconductors Semiconductors are discounting a substantial rise in the U.S. ISM Manufacturing PMI, which suggests a robust expansion in manufacturing activity and overall economic growth. Image: BofA Global Investment Strategy]]></description>
		
		
		
			</item>
		<item>
		<title>FMS Investors &#8211; Net % Say Global Profits Will Improve vs. ISM Manufacturing New Orders/Inventories</title>
		<link>https://www.isabelnet.com/fms-investors-net-say-global-profits-will-improve-vs-ism-manufacturing-new-orders-inventories/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 21 Dec 2023 09:30:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=86960</guid>

					<description><![CDATA[FMS Investors &#8211; Net % Say Global Profits Will Improve vs. ISM Manufacturing New Orders/Inventories There is a growing belief among FMS investors that global profits will improve in the future, which is encouraging. Image: BofA Global Fund Manager Survey]]></description>
		
		
		
			</item>
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		<title>ISM Manufacturing Index and Autos vs. Retail</title>
		<link>https://www.isabelnet.com/ism-manufacturing-index-and-autos-vs-retail/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 27 Sep 2023 08:30:45 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=85491</guid>

					<description><![CDATA[ISM Manufacturing Index and Autos vs. Retail When there is robust economic growth, it is generally expected that the autos sector would outperform the retail sector. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Big 4 Asia Imports vs. ISM Manufacturing PMI</title>
		<link>https://www.isabelnet.com/big-4-asia-imports-vs-ism-manufacturing-pmi/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 30 Aug 2023 08:30:24 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=84716</guid>

					<description><![CDATA[Big 4 Asia Imports vs. ISM Manufacturing PMI The weak demand in Asian markets is affecting various industries and economies worldwide. Image: BofA Global Investment Strategy]]></description>
		
		
		
			</item>
		<item>
		<title>ISM Manufacturing Index vs. U.S. HY &#8211; IG Spread</title>
		<link>https://www.isabelnet.com/ism-manufacturing-index-vs-u-s-hy-ig-spread/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 10 Jun 2023 09:31:08 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=54372</guid>

					<description><![CDATA[ISM Manufacturing Index vs. U.S. HY &#8211; IG Spread The ISM Manufacturing Index in contraction is a sign of a potential recession, while the tight U.S. HY/IG spread suggests continued positive growth. Image: BofA Global Investment Strategy]]></description>
		
		
		
			</item>
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		<title>Global Manufacturing PMI and Global Consumer Discretionary vs. Staples</title>
		<link>https://www.isabelnet.com/global-manufacturing-pmi-and-global-consumer-discretionary-vs-staples/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 21 Apr 2023 09:31:23 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=81520</guid>

					<description><![CDATA[Global Manufacturing PMI and Global Consumer Discretionary vs. Staples The global consumer discretionary vs. staples relative performance suggests that the global manufacturing PMI could be trending towards expansion, which is good news. Image: Topdown Charts]]></description>
		
		
		
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