Global Manufacturing Cycle

DM capex cycle – how much of a rebound

Which inventory data lead the global manufacturing cycle

Green Shoots in the Global Manufacturing Cycle

Global manufacturing cycle outlook, Dec 2016

Global Manufacturing Cycle – The Trough Is Being More Drawn Out

Global Automakers

Forecast Briefing (Feb 2016)

Euro Area Manufacturing Cycle outlook

A New Regime for Global Trade and Manufacturing, part II – Blame Weakness in Capex

A New Regime for Global Trade and Manufacturing, part I – the unusual weakness in global trade in this cycle