US ISM Manufacturing PMI August 2026 (released Sept. 2, 2026): Index above 52.0 (expansion zone, confirmed by ISM Institute)
Hit
✦ AI-generated prediction
Published on 22. August 2026
·
Predicted for 2. September 2026
·
Based on: Ongoing Event
The ISM Manufacturing index has been in expansion territory for seven consecutive months since January 2026: Jan 52.6, Feb 52.4, Mar 52.7 … Jul 2026 at 55.6 (PNC Economics, Aug 2026). Drivers include AI data center capex boom, reshoring from US tariffs, and defense spending revival. A single-month drop below 52 is possible but unlikely given strong order backlogs and capex momentum.
Data basis for this prediction
- ISM Manufacturing Juli 2026: 55,6 (PNC Economics Research, 03.08.2026)
- ISM Manufacturing Jan–März 2026: 52,6 / 52,4 / 52,7 — 7 Monate in Folge über 50 (mql5.com/ISM calendar)
- KI-Capex-Boom: NVIDIA Data Center Q2 FY2027 Prognose >$80 Mrd. als Indikator (Cassandra.news, offen)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
[Vorzeitig entschieden] ISM Manufacturing PMI August 2026 = 54,6 Punkte (Quelle: ISM Institute / PR Newswire). 54,6 > 52,0.
📈 Economy
✦ AI
The S&P 500 closed at 7,636.36 on 9 September 2026. Falling below 7,450 by month-end would require a 2.4% decline. Headwinds: Fed rate hike of 25bp on 16 September (CentralBank.Watch: 59% probability), August PPI above expectations (+5.4% YoY), Iran-Gulf risk premium. Stabilizing factors: hike largely priced in (Polymarket: 93% for zero 2026 cuts), Q2 earnings solid, no recession signals. Historically, a single 25bp September hike rarely causes a monthly decline above 2.5%.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.