Discover and read the best of Twitter Threads about #GlobalSlowDown

Most recents (3)

MT GLOBAL M.PMI monthly recap Feb2019 surveys thread 1/n

• MT Global M PMI 51.3 29M L
• JPM Global M PMI 50.6 32M L
• Breadth chart
2/n Global M PMI world view

• Global 51.3 29M L
• DM 51.7 30M L
• EM 50.5 3M H
• F5 52.0 12M H
3/n Global M PMI "big 4"

• US 53.0 18M L
• EA 49.3 ! 68M L
• CHINA 49.9 3M H
• JAPAN 48.9 32M L

#GlobalSlowDown
#GlobalDovishCBs
Read 20 tweets
GLOBAL MONTHLY UPDATE thread 1/n

Global M.PMI vs Y/Y in relation to world GDP contribution.

dramatic shift towards lower left quad. Expect PBoC stimuli, and why did ECB stop QE ?

#OGMT
2/n Global M.PMI Y/Y heatmap

2011/2012 comes in mind...

#OGMT
3/n Global Macro Snapshot
Read 27 tweets
Jan2019 M.PMI APAC so far

• JP 50.3 29M L
• AU 52.5 3M H
• CN NBR 𝟰𝟵.𝟱 up
• CN Cai 𝟰𝟴.𝟯 35M L
• IN 53.9 up
• ID 𝟰𝟵.𝟵 12M L
• SK 𝟰𝟴.𝟯 6M L
• TW 𝟰𝟳.𝟱 40M L
• PH 52.3 4M L
• TH 50.2
• VN 51.9 4M L
Jan2019 M.PMI Eurozone

• EA 50.5 50L
• DE 𝟰𝟵.𝟳 50L !
• FR 51.2 4H
• IT 𝟰𝟳.𝟴 85L !
• ES 52.4 up
• NL 55.1 28L
• AT 52.7 28L
• GR 53.7 3L
• IR 52.6 27L

#OGMT #GlobalSlowDown
Jan2019 M.PMI ex-EZ EMEA

• GB 52.8 3L
• CH 54.3 28L
• SE 51.5 29L
• NO 58.3 5H
• RU 50.9 4L
• HU 54.0
• PL 𝟰𝟴.𝟮 up
• CZ 𝟰𝟵.𝟬 72L
• TU 𝟰𝟰.𝟮 =
• ZA 50.5

#OGMT #GlobalSlowDown
Read 5 tweets

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