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Monday, February 3

3rd Feb - Special: Jan Manuf. PMI

Previously on MoreLiver’s:

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Markit PMI
China's January services growth slows to five-year low – Reuters
NBS PMI confirms slowdown but details more resilient – Danske Bank
China drags on otherwise buoyant Asia factory sector – Reuters
China Manufacturing Gauge Falls to Six-Month Low – BB
Japanese Stocks Tumble Following Record Low China Services PMI – ZH

South Korea: Operating conditions in manuf. industry improve at modest pace
Indonesia: Manuf. economy continues to improve, despite drop in output
Russia: Strongest deterioration in manuf. business conditions since June 2009
India: Manuf. operating conditions improve at strongest pace in ten months
  Manuf. rises to highest since March 2013 – Reuters

Ireland: Output continues to rise, albeit at slower pace
Turkey: Manuf. growth moderates further, but remains solid
Poland: Faster new business growth drives record gain in employment
Netherlands: Expansion of manuf.sector maintained at start of 2014
Spain: Output growth quickens to 41-month high
Czech: Strongest growth of manuf. sector since mid-2011
Italy: Growth of manuf. output strengthens to fastest since April 2011
France: Slower decline in manuf. output signalled in January
Germany: Upturn in manuf. accelerates as PMI hits 32-month high
  Manuf. grows at fastest rate since May 2011 – Reuters
Greece: PMI climbs into expansion territory for first time in 53 months
Eurozone: Manuf. PMI at 32-month high in January
  Manuf. Expands Faster Than Estimated – BB
  Factories enjoy solid start to 2014, France lags again – Reuters
UK: Strong UK manuf. rebound continues
  Manuf Grows for 10th Month as Expansion Cools – BB


CEE PMIs: zooming away – beyonbrics / FT
  Showing a strong recovery in Poland, the Czech Republic and Hungary.

US ISM Manufacturing



ISM Has Biggest Miss On Record, New Orders Plunge Most Since 1980 ZH
ISM declines sharply to 51.3 due to "adverse weather conditions" Calculated Risk
ISM Manufacturing Index Comes in Well Below Expectations dshort
ISM Manufacturing Report Ruins the Week Early Bespoke
ISM Miss Is Ugly All Around WSJ
Stocks Take Another Hit After Weak ISM Manufacturing Data WSJ
U.S. manufacturing growth, construction spending slows Reuters
U.S. ISM Factory Index Declines More Than Forecast BB
Construction Spending increased slightly in December Calculated Risk
US ISM drops sharply - partly due to weather Danske Bank

Macro Horizons: PMI Data OK, but Weakness in China Affecting SomeWSJ



One-Chart Update Of Global ManufacturingZH

World-Wide Factory Activity, by CountryWSJ

China, France drag on global manufacturing revivalReuters