Dead Cat
The incipient recovery in global manufacturing that began in Q4:2022 has effectively rolled over and died over the past few months.
Dead Cat
Manufacturing Dips, Services Power On
Turning UP
The PMIs Point Towards Spring
Have We Got The Energy?
Fading Away
November PMI Note
Car Crash
Backlogs Down, Inflation Cooling
Do We Really Need Another Volker Moment?
Not So Fast
On The Bounce
The Shortage Economy
Flash In The Pan