Manufacturing

Economic data and analysis related to Manufacturing

SEP 25, 2026Durable Goods

Durable Goods Dilemma: August 2026 Report Shows Transportation Drag but Core Capex Holds Firm

The Census Bureau’s **September 25, 2026** release—officially published on **October 27, 2026**—delivered a nuanced snapshot of the U.S. manufacturing sector that demands a closer look. Headline du...

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SEP 18, 2026Industrial Production

Manufacturing Momentum Stalls: September 18, 2026 Fed Data Masks Factory Weakness Behind Flat Industrial Output

The Federal Reserve’s **September 18, 2026** industrial production release delivers a headline that sounds stable: total industrial production was **unchanged in August**. But dig beneath the surfa...

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SEP 17, 2026Philly Fed

Manufacturing Expansion Slows Sharply in September as Price Pressures Surge: What the September 17, 2026 Survey Really Tells Us

The Federal Reserve Bank of Philadelphia’s **September 17, 2026, Manufacturing Business Outlook Survey** paints a nuanced picture: manufacturing growth continues, but the pedal is easing off the ga...

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SEP 02, 2026Philly Fed

August 2026 Manufacturing Outlook: Expansion Hits Five-Year High—but Demand Momentum Slows

The August 17, 2026 BLS Manufacturing Business Outlook Survey paints a picture of robust expansion with a five-year high in general activity at **47.4**, yet beneath the headline lies a nuanced sto...

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SEP 01, 2026ISM

Manufacturing’s Slow Burn: August ISM PMI Shows Expansion Losing Steam Amid Rising Costs

The September 1, 2026 ISM Manufacturing PMI release confirms the sector is still expanding, but the devil is in the details. The headline 54.6 reading keeps the expansion narrative alive, yet benea...

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AUG 28, 2026Durable Goods

Durable Goods Dance Around Reality: July 2026 Capex Gains Mask Core Weakness, August 26 Release Shows

The Census Bureau’s August 26, 2026 durable goods report paints a picture of steady growth: new orders and shipments are up, backlogs are swelling, and business investment looks healthy. But scratc...

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AUG 18, 2026Industrial Production

Industrial Production’s Quiet Struggle: July Data Shows Growth, But Only Just

The Federal Reserve’s August 18, 2026 release on Industrial Production and Capacity Utilization paints a picture of an industrial sector hanging in there—but far from thriving. July’s headline numb...

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AUG 03, 2026ISM

Fastest Growth or Fragile Peak? Dissecting ISM’s July PMI Glow-Up (Press Release 2026-08-03)

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JUL 30, 2026Industrial Production

The Quarter Sizzled, June Fizzled: July 17, 2026 IP Release Hides Flat Manufacturing and Subpar Utilization

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JUL 27, 2026Durable Goods

Backlogs Burn While Headlines Smile: June Durable Orders +0.3% as Defense +41% YTD Masks Private Softness

The official release dated July 27, 2026 says durable goods orders rose a modest **0.3% m/m** in June. That’s technically true—and strategically incomplete. Strip out transportation and orders rose...

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JUL 17, 2026Philly Fed

Philly Fed Roars to 41.4, But the Future Blinks: July’s Split-Screen Manufacturing Story

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JUL 01, 2026ISM

Expansion With asterisks: June PMI Slips to 53.3 as Prices Stay Hot at 73.0 and Employment Stalls at 49.7

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JUN 25, 2026Durable Goods

Durables Headline Sinks 4.5%, Core Capex Climbs 1.6%: The Aircraft Mirage in May’s Orders

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JUN 19, 2026Philly Fed

Philly Fed Calls “Expansion,” But Hours and Inventories Say “Not So Fast”: June Index Jumps to 10.3 as Prices Paid Climb

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JUN 01, 2026ISM

PMI Pops to 54.0, Prices Roar at 82.1, Employment Still Contracts: Reading the 2026-06-01 Release Without the Spin

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MAY 28, 2026Durable Goods

April Durable Goods: A 7.9% Headline Pop Running on Jet Fuel, Not Broad Capex

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MAY 28, 2026Philly Fed

No Price Cuts, Orders Collapse: Philly Fed’s May Survey Pits -0.4 Current Activity Against 53.2 Future Optimism

The Philadelphia Fed’s official press release dated **2026-05-17** (with a footer noting **2026-05-21** as the release date) delivers an upbeat headline on expectations while burying a harsher real...

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MAY 01, 2026ISM

ISM’s 52.7 Mirage: May 1 Release Masks Prices at 84.6, 31-Month Job Contraction, and Narrowing Breadth

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APR 29, 2026Durable Goods

Defense Props the Headline: March Durable Orders +0.8% Masks a -0.3% Private-Sector Drop

The official release on 2026-04-29 cheered a **0.8%** rise in March durable goods orders. The part you could miss in the applause: strip out defense, and orders **fell 0.3%**. That isn’t a rounding...

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APR 17, 2026Philly Fed

Headline Heat, Hidden Chill: April Manufacturing Jumps to 26.7 While Backlogs Sink to -10.2 and Jobs Turn -5.1 (Press Release 2026-04-17)

The official press release dated **2026-04-17** (published April 16, 2026, 8:30 a.m. ET) touts a robust April rebound in manufacturing activity. The headline moved higher, new orders ripped, and sh...

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APR 07, 2026Durable Goods

Headline Orders Drop 1.4%, Core Capex Rises 0.6%: Aircraft Skews the April 7, 2026 Durable Goods Story

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APR 01, 2026ISM

PMI Says “Expansion,” Prices Say “Watch Your Back”: March at 52.7, Prices Spike to 78.3

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MAR 20, 2026Philly Fed

Shipments Spike to 22.2 While New Orders Slip to 8.6: March Philly Fed’s “Expansion” Is Built on One Pillar

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MAR 13, 2026Durable Goods

Core Capex Flatlines at 0.0% While Aircraft Prop Up Shipments: January’s Factory Report Isn’t What It Seems

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MAR 02, 2026ISM

Expansion With Brake Lights: February PMI Prints 52.4 While Prices Rocket to 70.5 (Press Release 2026-03-02)

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FEB 20, 2026Philly Fed

Expansion With Empty Trucks: Shipments at 0.3, Employment -1.3 Despite the Rosy Headline

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FEB 18, 2026Industrial Production

January’s 0.7% IP Pop Masks a Softer Q4: Utilization Still 3.2 Points Below Norm

PRESS RELEASE SUMMARY

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FEB 18, 2026Durable Goods

Aircraft Whiplash Masks a Solid +0.6% Core Capex Gain: December Durables’ -1.4% Headline Misleads

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FEB 02, 2026Manufacturing

PMI 52.6 Meets a Hiring Freeze: The Feb 2, 2026 Release Reads Stronger Than the Data

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JAN 29, 2026Manufacturing

PMI’s Blind Spot: Jan 29 Release Boosts Services (Jan Factors 0.939–0.987) and Suppresses Spring Orders—Without Supplier Deliveries

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JAN 26, 2026Manufacturing

Orders Surge 5.3%, Shipments Slip: January 26, 2026 Release Shows Aerospace Is the Whole Story

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JAN 16, 2026philly_fed

Expansion With Caveats: January Activity Jumps to 12.6 as Inventories Slide to -8.4

On the official release dated 2026-01-17, manufacturing “turned positive” with general activity at **12.6**. That’s the headline. The fine print? Inventories cratered to **-8.4** (lowest since July...

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JAN 05, 2026Manufacturing

PMI 47.9, Yet 85% of Manufacturing Contracted: Jan 5 ISM Optimism Runs into a Demand Wall

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DEC 28, 2025Manufacturing

October Durables Flip the Script: Headline Orders -2.2% m/m, Core Capex +0.5% as Backlogs Carry the Quarter

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DEC 19, 2025philly_fed

Orders Flip Positive, Headline Stays Negative: December’s -10.2 vs. a Margin Tailwind Hiding in Plain Sight

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DEC 12, 2025Manufacturing

Production Pops While PMI Drops: November Stalls at 48.2 as Orders Sink to 47.4

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NOV 04, 2025data-driven

PMI Up, Demand Down: Oct 11 ISM Hails “Stability” While 28% of Manufacturing Slips into Strong Contraction

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