Discover and read the best of Twitter Threads about #OGMT

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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
EU MACRO ESI EA 1/n

Eurozone

• ESI 106.2 26M low
• Manuf 26M low
• Services 28M low
• Retail 47M low

#OGMT #OOTT #ECB $EUR
EU MACRO ESI DE 2/n

Germany

• ESI 108.5 22M low
• Manuf 24M low
• Services 7M low
• Consumer 6M low
• Retail 47M low
• Constr 4M low

#OGMT #OOTT #ECB $EUR $DAX
EU MACRO ESI FR 3/n

France

• ESI 101.01 2M high
• Manuf 26M low
• Services 4M high
• Consumer 3M high
• Retail 27M low
• Constr 3M low

#OGMT #OOTT #ECB $EUR $CAC
Read 12 tweets

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