Macro

Date Report Title
February 20, 2022 Early Read on Post-CNY Demand Below Expectations; Autos Hold Up, ICE Recaptures Share; Industry Sentiment Cautiously Optimistic on Stimulus Hopes
February 14, 2022 China emergency approval of Pfizer anti-viral drug probably most significant development from COVID perspective for China
January 31, 2022 SRR Dec China MMI (Macro Momentum Indicator) +6.3 vs. +7.7 (Nov) – Top Ten Observations + Monthly Flip Book
December 19, 2021 2022 China Outlook for Industrials Mixed, but Risks Positively Biased; Favor Autos, Automation; Incrementally +ive Elevators, -ive Aero; Remain Cautious Machinery
January 1, 2021 SRR Nov China MMI (Macro Momentum Indicator) +1.0 vs. +3.7 (Oct) – Top Ten Observations + Monthly Flip Book
November 29, 2020 SRR Oct China MMI (Macro Momentum Indicator) +3.7 vs. +3.3 (Sep) – Top Ten Observations + Monthly Flip Book
October 1, 2020 SRR Aug China MMI (Macro Momentum Indicator) +9.0 vs. +14.7 (Jul) – Top Ten Observations + Monthly Flip Book
August 31, 2020 SRR Jul China MMI (Macro Momentum Indicator) +16.3 vs. +22.7 (Jun) – Top Ten Observations + Monthly Flip Book
August 2, 2020 SRR Jun China MMI (Macro Momentum Indicator) +22.7 vs. +32.7 (May) – Top Ten Observations + Monthly Flip Book
July 2, 2020 SRR May China MMI (Macro Momentum Indicator) +31.3 vs. +4.7 (Apr) – Top Ten Observations + Monthly Flip Book
May 30, 2020 SRR Apr China MMI (Macro Momentum Indicator) +4.3 vs. -23.0 (Mar) – Top Ten Observations + Monthly Flip Book
May 2, 2020 SRR Mar China MMI (Macro Momentum Indicator) -23.0 vs. -35.3 (Jan+Feb) – Top Ten Observations + Monthly Flip Book
April 2, 2020 SRR Jan+Feb China MMI (Macro Momentum Indicator) -35.3 vs. +1.0 (Dec) – Top Ten Observations + Monthly Flip Book
February 2, 2020 SRR Dec China MMI (Macro Momentum Indicator) +1.0 vs. +4.7 (Nov) – Top Ten Observations + Monthly Flip Book
December 31, 2019 SRR Nov China MMI (Macro Momentum Indicator) +4.7 vs. -2.7 (Oct) – Top Ten Observations + Monthly Flip Book
December 3, 2019 SRR Oct China MMI (Macro Momentum Indicator) -2.7 vs. +0.0 (Sep) – Top Ten Observations + Monthly Flip Book
October 31, 2019 SRR Sep China MMI (Macro Momentum Indicator) -0.3 vs. +0.7 (Aug) – Top Ten Observations + Monthly Flip Book
September 30, 2019 SRR Aug China MMI (Macro Momentum Indicator) +1.3 vs. +2.3 (Jul) – Top Ten Observations + Monthly Flip Book
August 2, 2019 SRR Jun China MMI (Macro Momentum Indicator) -6.0 vs. -7.0 (May) – Top Ten Observations + Monthly Flip Book
June 29, 2019 SRR May China MMI (Macro Momentum Indicator) -7.0 vs. -10.0 (Apr) – Top Ten Observations + Monthly Flip Book
June 1, 2019 SRR Apr China MMI (Macro Momentum Indicator) -9.3 vs. -10.0 (Mar) – Top Ten Observations + Monthly Flip Book
April 30, 2019 SRR Mar China MMI (Macro Momentum Indicator) -10.0 vs. -10.0 (Jan+Feb) – Top Ten Observations + Monthly Flip Book
March 30, 2019 SRR Jan+Feb China MMI (Macro Momentum Indicator) -10.0 vs. -1.0 (Dec) – Top Ten Observations + Monthly Flip Book
February 1, 2019 SRR Dec China MMI (Macro Momentum Indicator) -1.0 vs. -3.0 (Nov) – Top Ten Observations + Monthly Flip Book
December 30, 2018 SRR Nov China MMI (Macro Momentum Indicator) -2.7 vs. -5.0 (Oct) – Top Ten Observations + Monthly Flip Book
December 4, 2018 SRR Oct China MMI (Macro Momentum Indicator) -4.7 vs. -2.3 (Sep) – Top Ten Observations + Monthly Flip Book
November 1, 2018 SRR Sep China MMI (Macro Momentum Indicator) -2.7 vs. -12.7 (Aug) – Top Ten Observations + Monthly Flip Book
September 29, 2018 SRR Aug China MMI (Macro Momentum Indicator) -12.3 vs. -6.3 (Jul) – Top Ten Observations + Monthly Flip Book
September 3, 2018 SRR Jul China MMI (Macro Momentum Indicator) -6.7 vs. -5.3 (Jun) – Top Ten Observations + Monthly Flip Book
August 1, 2018 SRR Jun China MMI (Macro Momentum Indicator) -5.3 vs. -2.7 (May) – Top Ten Observations + Monthly Flip Book
July 3, 2018 SRR May China MMI (Macro Momentum Indicator) -3.0 vs. -2.7 (Apr) – Top Ten Observations + Monthly Flip Book
May 31, 2018 SRR April China MMI (Macro Momentum Indicator) -2.7 vs. -2.3 (Mar) – Top Ten Observations + Monthly Flip Book
April 30, 2018 SRR March China MMI (Macro Momentum Indicator) -1.3 vs. +0.7 (Jan+Feb) – Top Ten Observations + Monthly Flip Book
April 3, 2018 SRR January+February China MMI (Macro Momentum Indicator) +1.3 vs. -9.3 (December) – Top Ten Observations + Monthly Flip Book
February 1, 2018 SRR December China MMI (Macro Momentum Indicator) -13.7 vs. -12.7 (November) – Top Ten Observations + Monthly Flip Book
January 4, 2018 SRR November China MMI (Macro Momentum Indicator) -12.0 vs. -17.3 (October) – Top Ten Observations + Monthly Flip Book
November 2, 2017 SRR September China MMI (Macro Momentum Indicator) -7.3 vs. +3.0 (August) – Top Ten Observations + Monthly Flip Book
September 30, 2017 SRR August China MMI (Macro Momentum Indicator) +2.7 vs. +5.0 (July) – Top Ten Observations + Monthly Flip Book
August 31, 2017 SRR July China MMI (Macro Momentum Indicator) +5.0 vs. -1.7 (June) – Top Ten Observations + Monthly Flip Book
August 1, 2017 SRR June China MMI (Macro Momentum Indicator) -2.0 vs. -9.7 (May) – Top Ten Observations + Monthly Flip Book
July 2, 2017 SRR May China MMI (Macro Momentum Indicator) -9.7 vs. -4.7 (Apr) – Top Ten Observations + Monthly Flip Book
June 1, 2017 SRR Apr China MMI (Macro Momentum Indicator) -4.7 vs. +7.0 (Mar) – Top Ten Observations + Monthly Flip Book
May 14, 2017 SRR Mar China MMI (Macro Momentum Indicator) +7.0 vs. +5.7 (Jan+Feb) – Top Ten Observations + Monthly Flip Book
April 2, 2017 SRR Jan+Feb China MMI (Macro Momentum Indicator) +5.7 vs. +10.0 (Dec) – Top Ten Observations + Monthly Flip Book
February 5, 2017 SRR Dec China MMI (Macro Momentum Indicator) +9.3 vs. +13.7 (Nov) – Top Ten Observations + Monthly Flip Book
December 17, 2016 Portfolio Manager Monthly Flip Book (November 2016)
November 19, 2016 Portfolio Manager Monthly Flip Book (October 2016)
October 22, 2016 Portfolio Manager Monthly Flip Book (September 2016)
September 23, 2016 Portfolio Manager Monthly Flip Book (August 2016)
August 20, 2016 Portfolio Manager Monthly Flip Book (July 2016)