By: Scott Davis
Multi-Industry & Electrical Equipment, Aerospace & Defense, Machinery
Folks, today we are rolling out the 2nd iteration of our Melius Industrials Macro Strategy Databook, representing the next evolution in our historical macro work. We are incredibly excited about our new data sets. We now have the ability to track real time purchasing manager behavior – currently at the macro level and soon to expand down to a more stock level. The U.S. data back-tests better than anything we have seen. Our new China index shows a lot of promise as well and utilizes multiple inputs including satellite imagery.