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Alex Haseldine
Sep 6, 20241 min read
PMIs: Heading into Autumn?
The PMIs for August are in and the weighted manufacturing new orders for the G5 continued to slide. The G5 index fell to 47.2...
14 views
Alex Haseldine
Mar 13, 20242 min read
Euro Zone Production: Still Sliding
Despite the bounce in manufacturing PMI new orders over recent months European industry had a grim start to 2024. January euro area...
17 views
Alex Haseldine
Jun 25, 20231 min read
Dead Cat
The incipient recovery in global manufacturing that began in Q4:2022 has effectively rolled over and died over the past few months.
19 views
Jonathan Wilmot
Aug 23, 20222 min read
Car Crash
Diffusion indices like the PMI data can be tricky. And have been particularly so since COVID, because activity trends have been so...
15 views
Alex Haseldine
Aug 23, 20221 min read
Backlogs Down, Inflation Cooling
Today's Flash PMIs confirmed that order backlogs peaked in summer 2021 and have plummeted over the last 8 months. Output prices were...
9 views
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