Intelligence Feed event · Macro · 2026-10-01

    ISM says U.S. manufacturing activity stayed in expansion in September as input prices jumped

    Question

    ISM says U.S. manufacturing activity stayed in expansion in September as input prices jumped

    Direct answer

    The report signals resilient manufacturing demand but stickier factory inflation, which can lift Treasury yields and weigh on duration-sensitive assets while helping industrial cyclicals on growth resilience.

    Original publisher
    Market Ontology
    Evidence through
    2026-10-01
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “ISM says U.S. manufacturing activity stayed in expansion in September as input prices jumped”, revision 1, evidence through 2026-10-01. https://marketontology.com/market-events/2026-10-01/ism-says-u-s-manufacturing-activity-stayed-in-expansion-in-september-as-input-pr-dd6cd2

    MACRO
    ISM says U.S. manufacturing activity stayed in expansion in September as input prices jumped
    The report signals resilient manufacturing demand but stickier factory inflation, which can lift Treasury yields and weigh on duration-sensitive assets while helping industrial cyclicals on growth resilience.
    TLTXLIWTI
    Impact
    80
    OCT 1
    SIG
    TLTXLIWTI
    ISM says U.S. manufacturing activity stayed in expansion in September as input prices jumped
    The report signals resilient manufacturing demand but stickier factory inflation, which can lift Treasury yields and weigh on duration-sensitive assets while helping industrial cyclicals on growth resilience.
    Impact
    The report signals resilient manufacturing demand but stickier factory inflation, which can lift Treasury yields and weigh on duration-sensitive assets while helping industrial cyclicals on growth resilience.
    Affected
    TLTXLIWTI
    Source facts

    What happened next

    AssetCallBase close+1 day+5 days+20 days
    TLTDowndisagreed77.71 2026-10-01-0.30%+0.21%Pending
    WTIUpagreed3.63 2026-10-01-1.93%+1.93%Pending
    XLIUpagreed169.13 2026-09-29+0.48%PendingPending

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    Sources

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