Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

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True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Macroeconomics

<ul>
<li>Understanding the ISM Manufacturing Index has been a tricky affair in recent months. Based on regional PMI data, the ISM (48.7) was anticipated to breach the 50 mark (50.7).</li>
<li>The gap between the current 10-year US Treasury yield and the ISM Manufacturing Index is huge!</li>
<li>In addition, the latest ISM numbers suggest a 26% downside for the S&amp;P 500 Index. Yikes!</li>
</ul>


Understanding the ISM Manufacturing Index has been a tricky affair in recent months. Based on regional PMI data, the ISM (48.7) was anticipated to breach the 50 mark (50.7).
The gap between the current 10-year US Treasury yield and the ISM Manufacturing Index is huge!
In addition, the latest ISM numbers suggest a 26% downside for the S&amp;P 500 Index. Yikes!


ISM Manufacturing – the Ugliest Macro Indicator for Stocks!