ISM🟡 medium impact

ISM Manufacturing PMI Aug: 54.6index vs 55index expected (below expectations)

ISM Manufacturing PMI eased to 54.6 in August from 55.6, missing the roughly 55.0 consensus but remaining in expansion for an eighth straight month. New orders slowed to 53.7, production held firm at 58.3, employment stayed expansionary at 51.2, and input prices remained elevated.

Actual
54.6index
Expected
55index
Result
below expectations

📊 Results

Actual Reading

54.6index
Expected: 55index
Prior: 55.6index

Market Reaction

The softer PMI shared the tape with JOLTS, but oil and a global bond selloff dominated: S&P 500 -0.7%, Nasdaq -1.0%, and the 10Y yield rose to 4.79%.

💡 Key Takeaway

Factory growth remained solid, but cooling new orders and still-high input costs reinforced a mixed late-cycle signal rather than a clean growth or inflation victory.

📖 Why This Matters

August factory check: can manufacturing keep expanding while input costs stay hot?

ISM Manufacturing PMI Aug actual vs expected

Release dateTuesday, September 1, 2026 at 10:00 ET
Event typeISM
Actual54.6index
Expected55index
Prior55.6index
Expectation surprisebelow expectations

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FAQ

What was the ISM Manufacturing PMI Aug result?

ISM Manufacturing PMI Aug came in at 54.6index versus 55index expected, below expectations.

How did markets react to ISM Manufacturing PMI Aug?

The softer PMI shared the tape with JOLTS, but oil and a global bond selloff dominated: S&P 500 -0.7%, Nasdaq -1.0%, and the 10Y yield rose to 4.79%.

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