US ISM Manufacturing PMI for December 49.3 vs 48.4 estimate | Forexlive
- Prior month 48.4
PMI manufacturing index register the price level since March 2024.
- Manufacturing PMI: December: 49.3, November: 48.4 (+0.9) – HIGHER
- New Orders: December: 52.5, November: 50.4 (+2.1) – HIGHER
- Production: December: 50.3, November: 46.8 (+3.5) – HIGHER
- Employment: December: 45.3, November: 48.1 (-2.8) – LOWER
- Supplier Deliveries: December: 50.1, November: 48.7 (+1.4) – HIGHER
- Inventories: December: 48.4, November: 48.1 (+0.3) – HIGHER
- Customers’ Inventories: December: 46.7, November: 48.4 (-1.7) – LOWER
- Prices: December: 52.5, November: 50.3 (+2.2) – HIGHER
- Backlog of Orders: December: 45.9, November: 41.8 (+4.1) – HIGHER
- New Export Orders: December: 50.0, November: 48.7 (+1.3) – HIGHER
- Imports: December: 49.7, November: 47.6 (+2.1) – HIGHER
WHAT RESPONDENTS ARE SAYING
- “Slightly lower due to seasonality and end-of-year destocking.” [Chemical Products]
- “Automotive and powersport volume decreases.” [Transportation Equipment]
- “We are seeing a softening in sales. This is concerning as it’s our peak season.” [Food, Beverage & Tobacco Products]
- “We are constrained by technical labor, despite higher-than-normal backlog.” [Computer & Electronic Products]
- “Significant slowdown in production requirements in the last two months of the year.” [Machinery]
- “Order levels well below forecast projections.” [Fabricated Metal Products]
- “The increase in new orders has our plant at full capacity.” [Electrical Equipment, Appliances & Components]
- “Combo of seasonal factors plus increased demand outlook for 2025.” [Miscellaneous Manufacturing]
- “There is definitely an uptick this month, though not a stable one.” [Primary Metals]
- “The orders have increased slightly due to seasonal restocking.” [Plastics & Rubber Products]
Just ahead of the release:
- 2- year yield 4.241%, -0.7 basis points
- 10 year 4.551%, -2.4 basis points
- S&P index +0.58%
- NASDAQ index +1.03%
Looking at the market three minutes after the release, the Dow industrial average is up 0.22%. The S&P is up 0.53% and the NASDAQ index is currently at 0.91%.
Looking at US yields:
- 2 year yield is up to 4.257%, +1.0 basis points
- 10 year yield 4.573%, -0.2 basis points.