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.
Founded in 2007 by Dov Gertzulin, DG Value is a value-focused investment firm. The firm runs two primary investment strategies, the diversified DG Value Funds and the concentrated DG Concentrated strategy. Q3 2021 hedge fund letters, conferences and more The flagship DG Value Fund was launched in 2007, specializing in middle-market distressed situations and event-driven Read More