ISM reports U.S. manufacturing activity slows in August as input prices stay elevated
Question
ISM reports U.S. manufacturing activity slows in August as input prices stay elevated
Direct answer
A softer factory reading points to weaker industrial demand, while still-elevated input prices reinforce inflation pressure for rates and margins.
- Original publisher
- Market Ontology
- Evidence through
- 2026-09-01
- Published
- 2026-10-20
- Revision
- 1 · 2026-10-20
Cite as: Market Ontology, “ISM reports U.S. manufacturing activity slows in August as input prices stay elevated”, revision 1, evidence through 2026-09-01. https://marketontology.com/market-events/2026-09-01/ism-reports-u-s-manufacturing-activity-slows-in-august-as-input-prices-stay-elev-137e4c
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| XLI | slower manufacturing activity and weaker new orders pressure industrial earnings outlooks | Down1-5d | manufacturing activity eased in August amid a slowdown in new orders |
| IWM | smaller cyclical companies are more exposed to weaker domestic demand and margin pressure | Down1-5d | survey respondents flagged higher prices and softer sales conditions |
| TIP | sticky input prices reinforce inflation-protection demand | Up1-5d | input prices remained elevated in the August survey |
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What happened next
| Asset | Call | Base close | +1 day | +5 days | +20 days |
|---|---|---|---|---|---|
| IWM | Downagreed | 290.57 2026-09-01 | +1.18% | +0.02% | -4.36% |
| TIP | Updisagreed | 106.81 2026-09-01 | +0.05% | -0.01% | -2.59% |
| XLI | Downagreed | 172.73 2026-09-01 | +0.03% | -0.54% | -1.61% |
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Sources
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