Caixin China Manufacturing PMI for July 2026 (released August 1, 2026) registers at 50.0 or above (expansion territory)
Pending
β¦ AI-generated prediction
Published on 26. July 2026
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Predicted for 1. August 2026
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Based on: Statistical Pattern
The Caixin PMI (focused on private and export-oriented SMEs, compiled by S&P Global) is conceptually distinct from the NBS PMI (state-owned large firms, separate open forecast). Caixin hovered around the 50-point mark in Q1/Q2 2026. New export orders benefiting from the US-China trade deal (Section 301 tariffs cut to 12.5%, confirmed by Reuters/USTR). Bloomberg consensus ~50.3. Risk: ongoing domestic weakness in the Chinese property market.
Data basis for this prediction
- Caixin China Manufacturing PMI Trend H1 2026: um 50-Marke (S&P Global/Caixin Media, Stand Juli 2026)
- US-China Trade Deal: Section-301-ZΓΆlle auf 12,5 % reduziert (Reuters/USTR, Juli 2026)
- Bloomberg Konsens Caixin PMI Juli 2026: ~50,3 (Stand Juli 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: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
π Economy
β¦ AI
The BEA is expected to release its Q2 2026 advance estimate around July 30, 2026. Supporting: robust consumption, initial claims ~220k/week, strong corporate earnings (S&P 500 EPS growth Q2 ~12%). Headwinds: tariff shock (Section 301 at 12.5%), weak investment, possible inventory drag after Q1 front-loading. Bloomberg consensus implies ~+2.0β2.4% annualised. Downside risk if net export drag is severe.
π Economy
β¦ AI
Polymarket shows 99% probability of a hold (volume $315k, as of July 26, 2026). The BoJ hiked from 0.75% to 1.00% in June 2026 and signalled a pause. Core CPI ~2.3%, USD/JPY ~162β163, global tariff headwinds counsel caution. Another hike in July is near-certain to be skipped.
π Economy
β¦ AI
Amazon has beaten EPS consensus in 12 consecutive quarters (beat rate >90%). AWS grew >37% YoY in Q1 2026; Prime Day fell in Q2, boosting ad and subscription revenues. Analyst consensus: ~$1.82 (range $1.75β$2.10), revenue consensus $196.71B (+17.3% YoY). The AWS >35% growth open forecast further supports an EPS beat.