ISM Manufacturing PMI August 2026 (2 September 2026): result of at least 54.0 points
Hit
✦ AI-generated prediction
Published on 28. August 2026
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Predicted for 2. September 2026
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Based on: Historical Cycle
The ISM Manufacturing PMI surprised to the upside in July 2026 at 55.6 – the highest since May 2022, well above the 54.0 consensus. Polymarket traders price August predominantly: 28% for 55.0–55.9, 22% for 54.0–54.9, 14% for 56.0–56.9. Combined market probability for ≥54: ~70%. Countervailing signal: the S&P Global Flash Manufacturing PMI for August (leading indicator) printed at 53.2, below the 53.9 expectation, signalling mild cooling. Hence a moderate discount to the raw market price; 66% net.
Data basis for this prediction
- Polymarket ISM Manufacturing PMI August 2026: 55,0–55,9 führend mit 28% (polymarket.com, 28. Aug 2026)
- ISM Manufacturing PMI Juli 2026: 55,6 Punkte (ISM / PNC Economics, 1. Aug 2026)
- S&P Global Flash US Manufacturing PMI August 2026: 53,2 (unter Erwartung 53,9; S&P Global, Aug 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: Hit
[Vorzeitig entschieden] ISM Manufacturing PMI August 2026 = 54,6 Punkte (Quelle: ISM Institute / PR Newswire, veröffentlicht 2. September 2026). 54,6 > 54,0.
📈 Economy
✦ AI
The S&P 500 closed at 7,636.36 on 9 September 2026. Falling below 7,450 by month-end would require a 2.4% decline. Headwinds: Fed rate hike of 25bp on 16 September (CentralBank.Watch: 59% probability), August PPI above expectations (+5.4% YoY), Iran-Gulf risk premium. Stabilizing factors: hike largely priced in (Polymarket: 93% for zero 2026 cuts), Q2 earnings solid, no recession signals. Historically, a single 25bp September hike rarely causes a monthly decline above 2.5%.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.