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S&P 500/MSCI Emerging Markets Index 20 Month Lead vs US AAII Retail Investor Asset Allocation Survey - Stocks
Japan Consumer Price Index (CPI) (YoY) vs Import Price Index (IPI) (NSA, YoY) 13 Month Lead
China's stockpiling of important resources suggests they may be preparing for a major one-off devaluation of the CNY.
Despite local financial institutions hoarding bonds due to weak credit demand growth, China reported a strong 5.2% YoY Q1.
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US Semiconductor Equipment Billings (3MMA, YoY) 2 Month Lead vs Taiwan Business Cycle Monitoring Indicator 2 Month Lead vs US ISM PMI Order minus Inventories
The Monitoring Indicator is score-based and divided into five traffic light signals:
1. Re
