We point to five signs that the global manufacturing cycle has turned and expect to see further upside in global PMIs across regions over the next 3-6 months. The covid pandemic created big swings in ...

After recovering in early 2024, US and euro PMIs have sputtered lately. Is the manufacturing recovery failing - or just taking a pause? Based on our checklist we believe PMIs should start rising again ...

The 2007-2019 business cycle is now in the books, and even before the pandemic it was objectively terrible for domestic manufacturing. What do we have to do to dig ourselves out, and can policy help?