Everything tagged "manufacturing activity" across research, earnings, and macro.
18 articles
Texas manufacturing edged back into expansion in May, with the Dallas Fed index rising to 0.4 and beating expectations. Production, new orders and shipments stayed positive, but raw materials prices jumped to an eight-month high, reinforcing a cautious Fed outlook.
April industrial production and the May Empire State survey both beat expectations, signaling a stronger manufacturing rebound. But rising prices paid and received, along with longer delivery times, suggest inflation pressures are still building—complicating the Fed outlook and pushing Treasury yields higher.
U.S. factory orders rose 1.5% in March, beating forecasts and signaling steadier manufacturing demand. The biggest boost came from computers and electronics, where orders hit a 24-year high on AI-related spending. Broader gains in machinery, metals and transport also reinforced the growth outlook.
U.S. durable goods orders rebounded in March, but the standout was a 3.3% jump in core capital goods orders, the strongest since 2020. The data suggests business spending and manufacturing demand held up better than expected, supporting Treasury yields and the dollar.
The Richmond Fed Manufacturing Index rose to 3 in April, topping expectations and signaling that factory activity is stabilizing rather than sliding. New orders strengthened and employment improved, but shipments stayed weak, keeping the report in modest recovery territory instead of pointing to a true manufacturing boom.
Dallas Fed manufacturing sentiment slipped into contraction in April, but production, new orders and shipments all improved. The bigger surprise was inflation pressure: finished goods and raw materials prices climbed sharply, leaving the report softer on growth but sticky on prices and supportive of a Fed hold.
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