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Five Years Of Global PMI Data In One Heatmap
Confused by the numerous regional monthly flash and final PMI (manufacturing) data points? Having trouble visualizing the recovery, or as the case may be, the lack thereof (there was a manufacturing pickup in 2010 - it's long gone)? Then this 5 year global PMI heatmap is for you.
Source: JPMorgan
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Looks like we are heading into murky waters again.
looks very bullish to me ! NOT !
Looks like a very problematic pap smear, IMHO.
This is quite useful!
Whatever that picture is or is not, it has mold growing in the middle. I suggest they take it out to the trash soon, before it infects the rest of the vegetables.
Very nice. One more dimension would be useful, like economic impact of the pmi change as a % of worldwide.
According to this map, the country doing the best for the past year is...
Mexico!
WTF?
Shifting demographics.
Carlito Slim says yeah baby
Mexico has the best growth...
Must be the something in the water.
Either that or the tacos!
Not the tacos. It's the drug lords spending all that money on guns and ammo. Oh, and they are selling some 16 year old tacos.........
And one of the worst is Austrailia. Compare what we hear about Australia to what we hear about Greece and look at the two lines.
Cheap labor close to major market, plus energy and PMs mining with the extra kicker of illicit pharmaceuticals sourcing.
Helps when your poor people keep disappearing.
No you are right it is bullish. Just like everything else.
game over
bitchez
looks like the final down turn is coming...if you look at the cycle...
Meh, Matrix Metrics.
<yawn>
Except that data manipulations in series like this are meant for period-to-period effects. A view like this over duration gives a better sense of things because reality cannot be camoflouged for any protracted length of time.
Those of us who are color stupid find these graphs extremely helpful.
Australia looks surprisingly weak.
I believe we (Australia) are essentially weak and that is why until recently I was trying to convince friends and relatives that 'winter is coming'.
We have lots of good fundamental stuff - energy, food, minerals - but we don't really have a strong industry here. We have struggled to grow manufacturing industries here because we have to ship stuff so far to sell it that we lose our competitiveness.
We will probably always do 'OK' because we have heaps of the basic essential stuff - but our momentary prosperity is due to a few temporary conditions and we should be leveraging that opportunity and not deluding ourselves into believing it is 'good times forever' and buying houses that consume ridiculous portions of our incomes...
at which point they will nod and smile and then say something about 'oh [insert inane political commentary here about Rudd/Gillard/Abbot]'....
Australia is definately in difficulty at the moment. Manufacturing has been hit by the strong AUD, the carbon tax and the winding down of rescouces projects. On the subject of PMI, in a failing economy (Greece or Spain) PMI will improve as weaker manufacturers go to the wall letting those that remain pick up their work and improve their own PMI. In the sector I work in (steel fabrication), a lot of our competition has closed down as the mining sector cuts back on new projects. So although there is less work around, there are less of us left to do that work so our outlook has improved. Good PMI doesn't always mean sector strength.
Australia caught my eye but then I saw France and had a "oh shit" moment. I've been sort of interested in the election, but now I'm really interested.
PMIs around the globe are signaling a slowdown as Chinese weakness feeds through the system.
http://dareconomics.wordpress.com/2013/07/01/around-the-globe-07-01-2013/
Excellent data presentation, Thanks
look really close: you can see the letters G-O-L-D in the matrix!
SP500 weekly has topped and turned. Could be another "buy the dip".
http://bullandbearmash.com/chart/sp500-weekly-closes-1-index-bought/
With POMO all set for July, we could be in for higher highs, but POMO is running out of effect.
So far today we've been treated to [stories/charts from]:
~~~
- Goldman Sachs
- Reuters/Rothschild
- AP [Reuters/Rothschild]
- Carter [Fast Money] Worth
- George Friedman's 'Stratfor'
- The Guardian ~ sourcing 'The Jerusalem Post'
- & now 'The Morgue'
~~~
So... Is it 'The All Day Illuminati Channel' from here on out?
Edit: Oh, but the day wouldn't have been complete without an 'Elliott Wave' geek shilling his homemade charts in the comment section... Thanks orange...
Francis, you forgot Maria. She's a goddess in her own mind, you know.
Maria Bartiromo~Steinberg... 'The Money Dummy'...
...but remember, America is self-sustaining because the debt loaded college graduates NEEDS housing. In America, demand requires disposable income to support the purchase of needs or wants, but demand has lost its meaning in the greatest country in the world.
But zombies only eat the brains. Market principles of supply and demand will be simplified to their lowest terms. Zombies and bullets.
Looks like my lawn.
I see dead people.
Simple fix, really! Just start coloring in those reddish inflamed looking little squares with a little bit of yellow or orange, slowly and subtely so no one notices. Gradually turn them into nice healthy green! Print moar money and buy moar stocks! Problem solved!
Canada kicks a little ass there. Time to head north.
That patient's scan reveals some serious hemorrhaging...definitely a tumour. He's got six months, tops.
Does anybody else see the green face next to the red face? tragedy/comedy
is that perhaps Tyler or big brother?
No but could you give us the name of the drug(s) that you're doing?
TIA