How do you track global growth?

Growth expectations drive rate expectations drive currencies. Tracking growth means assembling signals from PMIs, trade data, commodities and earnings into one picture.

How do you track global growth? — moving average crossover diagram
A fast moving average crossing a slower one

What's your dashboard?

  • the growth indicators you follow
  • how you weight them
  • what the dashboard says now
How do you track global growth? — risk-reward diagram
A risk-reward ratio of 1 to 2

Background: PMI explained and GDP explained.

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