The December round of manufacturing PMIs have revealed a number of trends worth keeping an eye on as we enter 2017. A couple of these I talked about in the2016 End of Year Special Report– such as the turnaround in DM PMIs which led the selloff in bonds, and the rebound in global trade orders which offers prospects of an improvement in global trade growth in 2017. Below is a quick wrap of the December PMI results and some key charts to watch.
There's been a mad dash to find the next Tesla in recent years, with billions of dollars being poured into electric vehicle companies. Components have received less attention than complete vehicles, but one ValueWalk subscriber found a component maker he believes would be a good investment. During a recent webinar, subscriber David Schneider shared his Read More