Alex HaseldineMar 132 minStrategy & Economics PostsEuro Zone Production: Still Sliding Despite the bounce in manufacturing PMI new orders over recent months European industry had a grim start to 2024. January euro area...
Alex HaseldineJun 26, 20231 minStrategy & Economics PostsDead CatThe incipient recovery in global manufacturing that began in Q4:2022 has effectively rolled over and died over the past few months.
Jonathan WilmotAug 23, 20222 minStrategy & Economics PostsCar CrashDiffusion indices like the PMI data can be tricky. And have been particularly so since COVID, because activity trends have been so...
Alex HaseldineAug 23, 20221 minStrategy & Economics PostsBacklogs Down, Inflation CoolingToday's Flash PMIs confirmed that order backlogs peaked in summer 2021 and have plummeted over the last 8 months. Output prices were...