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Jeroen Blokland, True Insights - Multi Asset Masterclass | #473

The Meb Faber Show - Better Investing

CHAPTER

The Relationship Between the S&P 500 Index and the ISM Manufacturing

The S&P 500 index is very closely correlated to the ISM manufacturing. If it's falling, three months forward returns on equities are below average and in some cases negative. And then we have this overall sentiment index, the fear and frenzy index. So I truly believe in a recession or not in the US, I think the odds are still a little bit higher that we won't get one.

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