ISM Manufacturing Index vs. Cass Freight Index The Cass Freight Index (white bar chart) is a measure of monthly North American freight activity. It suggests that the ISM Manufacturing Index (green line) could go lower if the U.S. economic slowdown persists. Image: Greg S.
Global Real M1 Growth Leads Global Manufacturing PMI by around 6 Months When global real M1 money supply growth is very low, it does not bode well for global economic activity. Image: The Wall Street Journal
Who Has the Most To Lose in US-China Trade War? The tariffs are no threat and China has more to lose economically in a trade war. Those numbers are estimates but in reality wrong ones and far too high, according to Ken Fisher. Image: Oxford Economics