Thread by @MacroTechnicals

MT GLOBAL M.PMI monthly recap Feb2019 surveys thread 1/n

• MT Global M PMI 51.3 29M L
• JPM Global M PMI 50.6 32M L
• Breadth chart

2/n Global M PMI world view

• Global 51.3 29M L
• DM 51.7 30M L
• EM 50.5 3M H
• F5 52.0 12M H

3/n Global M PMI "big 4"

• US 53.0 18M L
• EA 49.3 ! 68M L
• CHINA 49.9 3M H
• JAPAN 48.9 32M L

#GlobalSlowDown
#GlobalDovishCBs

4/n Global M.PMI vs Energies

vs CL and NG

5/n Global M.PMI vs Ind.Metals

vs HG and PA

6/n Feb survey US ISM vs SPX and US10

7/n Feb survey US ISM vs Credit CDX and Vola VIX

8/n Global M PMI Europe big 4

• Germany 47.6 ! 74M L
• France 51.5 5M H
• Italy 47.7 ! 86M L
• Spain 49.9 ! 63M L

#ECB ?

9/n Europe M PMI vs STOXX and EURUSD

10/n Europe M PMI vs ITRAXX IG and VSTOXX

11/n Europe M.PMI vs ITRAXX Corps and Financials

12/n Europe M.PMI Germany / France

vs DAX and CAC

13/n Europe M.PMI Italy / Spain

vs MIB and IBEX

14/n UK M.PMI vs FTSE and GBPUSD

15/n Global M.PMI vs EM

vs ACWI and EEM

16/n Global M.PMI Y/Y heatmap

17/n Global M.PMI and trend in world GDP contribution context

18/n Global M.PMI DM and EM ranked

19/n Global M.PMI and other eco data

20/ end thats all folks

enjoy the rest of the Sunday

@threadreaderapp please unroll. merci