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Jonathan Wilmot
Sep 26, 20242 min read
False Alarm?
The downturn in PMI manufacturing new orders continues: after this week's flash PMIs we estimate the weighted G5 average will be down...
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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
May 24, 20231 min read
Manufacturing Dips, Services Power On
G4 flash PMI Data for May confirm that the incipient recovery in global production has dipped...
17 views
Jonathan Wilmot
Feb 22, 20232 min read
Turning UP
Near-term prospects for global growth continue to improve
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