Growth Watch: Philly Fed data through the roof! Here is how to trade it!

On the back of an uber-bullish Philly Fed Manufacturing print, we take a look at the sensitivities of assets to a boom in the manufacturing economy. We have flagged this rebound for a while, and find several value trades left for the cycle.
The overall conclusion is that we are still early in the cycle, which is good news for assets broadly speaking, except maybe fixed income.
We have summarized the main findings below, but you can find all of the data material in the attached slide-deck.
SEE SLIDE DECK HERE!
Chart of the year? – Philly Fed showing the way for ISM
1. Equities
On the back of an uber-bullish Philly Fed Manufacturing print, we take a look at the sensitivities of assets to a boom in the manufacturing economy.
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