做多
SPX performance vs PMI diverging significantly
SPX yoy performance vs PMI Manufacturing index
Tried to replicate TeddyVallee's chart w/o z-scores he published on Twitter
Big divergences I could find are marked with flags. I may be missing a few so make your own decisions
Looks like when PMI and SPX diverged, most of the time SPX was correct!
Could it be that stocks are the first to feel the liquidity flood which then lifts the PMI?
My bet is even if there is a pull back, uptrend should continue and PMI should bounce next
Tried to replicate TeddyVallee's chart w/o z-scores he published on Twitter
Big divergences I could find are marked with flags. I may be missing a few so make your own decisions
Looks like when PMI and SPX diverged, most of the time SPX was correct!
Could it be that stocks are the first to feel the liquidity flood which then lifts the PMI?
My bet is even if there is a pull back, uptrend should continue and PMI should bounce next
交易开始
Today's strong ISM print (50.9) confirms that SPX was correct! So expect further strength in the economy and stock market in coming months
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免责声明
这些信息和出版物并不意味着也不构成TradingView提供或认可的金融、投资、交易或其它类型的建议或背书。请在使用条款阅读更多信息。