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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...

Jonathan Wilmot
Sep 26, 20242 min read
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Dead Cat
The incipient recovery in global manufacturing that began in Q4:2022 has effectively rolled over and died over the past few months.
Alex Haseldine
Jun 25, 20231 min read
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Manufacturing Dips, Services Power On
G4 flash PMI Data for May confirm that the incipient recovery in global production has dipped...

Jonathan Wilmot
May 24, 20231 min read
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Turning UP
Near-term prospects for global growth continue to improve

Jonathan Wilmot
Feb 22, 20232 min read
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