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Economic Scorecard

Economic Scorecard: Green Shoots Emerging

Olga Bitel, Partner
Global Equity

Our updated Macroeconomic Scorecard, a tool we use to inform our fundamental research, indicates that although growth has been weak, green shoots are emerging. We have seen improvements in manufacturing purchasing managers’ indices (PMIs) in...

Economic Scorecard: Growth Decelerating

Olga Bitel, Partner
Global Equity

Our updated Macroeconomic Scorecard, a tool we use to inform our fundamental research, indicates that growth has decelerated across most developed markets, manufacturing purchasing managers’ indices (PMIs) orders minus inventories point to a near-term deceleration...

Economic Scorecard: Stabilization

Olga Bitel, Partner
Global Equity

Our updated Macro Economic Scorecard, a tool we use to inform our fundamental research, indicates that purchasing managers’ indices (PMIs) have decelerated to the point of stabilizing, retail sales growth remains relatively weak, and cyclical...

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