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COTD: U.S. Manufacturing PMI Continues To Improve, Still Weak
COTD = Charts of the Day The headline index from Markit’s flash PMI signals that the worst may be over in the US economy’s soft patch, though Q4 growth looks weak. It was the fourth consecutive monthly improvement in the manufacturing PMI output index, which came in at 52.2, up from 51.3 in October. …
COTD: Recession Triggers
COTD = Chart of the Day Nice chart from Mark Zandi from Moody’s Analytics. The biggest risk as illustrated in the chart from a macro and micro perspective to the electronics manufacturing industry is an escalation of the trade war.