ISM says U.S. manufacturing activity eased in August as orders slowed
Question
ISM says U.S. manufacturing activity eased in August as orders slowed
Direct answer
Treasury yields and cyclically sensitive equities can react to the mix of slower growth and sticky input prices, while industrial metals and small-cap shares are exposed.
- Original publisher
- Market Ontology
- Evidence through
- 2026-09-01
- Published
- 2026-10-20
- Revision
- 1 · 2026-10-20
Cite as: Market Ontology, “ISM says U.S. manufacturing activity eased in August as orders slowed”, revision 1, evidence through 2026-09-01. https://marketontology.com/market-events/2026-09-01/ism-says-u-s-manufacturing-activity-eased-in-august-as-orders-slowed-683e38
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| IWM | slower industrial activity and margin pressure weigh on small-cap cyclicals | Down1-5d | Reuters said manufacturing activity eased in August and orders slowed |
| XLI | softer factory demand and tariff-related cost pressure hurt industrial earnings expectations | Down1-5d | the report cited slower new orders and elevated input prices |
| US10Y | sticky input prices keep inflation risk alive even as growth softens | Up1-5d | manufacturers still reported elevated input prices |
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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% |
| XLI | Downagreed | 172.73 2026-09-01 | +0.03% | -0.54% | -1.61% |
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Sources
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