US ISM Manufacturing PMI August 2026 (release September 2, 2026): Index above 49.0 points (confirmed via ISM Institute or Bloomberg)
Hit
✦ AI-generated prediction
Published on 24. August 2026
·
Predicted for 2. September 2026
·
Based on: Statistical Pattern
The US ISM Manufacturing PMI oscillated mainly between 47 and 50 (contraction territory) in 2024/25. Several 2026 factors support a modest recovery: lower core inflation, inventory rebuilding in manufacturing, stable consumer demand. The 49.0 threshold is deliberately below the 50-point boundary – a contraction slowdown is more likely than a return to expansion. ISM Services PMI is separately predicted >53 for Sep 3 (existing). ISM Manufacturing has cleared 49 in 7 of the past 12 months.
Data basis for this prediction
- ISM Manufacturing PMI 2024–2025: Durchschnitt 48,2; in 7/12 Monaten über 49,0 (ISM Institute)
- US-Kern-PCE Juli 2026: ≥3,2 % (bestehende Vorhersage) – weiterhin erhöhte, aber stabilisierte Inflation
- US Durable Goods Kernrate Juli 2026: ≥+0,5 % MoM (bestehende Vorhersage) – Investitionsrahmen erholt
- Bloomberg Konsens US ISM Mfg Aug 2026: 48,8 Punkte (Stand 22. August 2026)
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 > 49,0.
📈 Economy
✦ AI
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.