April 2026 Industrial Production Report
Wednesday, April 1, 2026
Industrial Production printed at 102.50, a +0.68% move from the prior reading of 101.81.
What to Watch For
- •Headline IP index month-over-month
- •Manufacturing IP (largest component)
- •Capacity utilization rate (inflationary above 80%)
- •Mining sector output (energy proxy)
- •Year-over-year IP trend (recession indicator)
Expected Market Reaction
Weak IP: rates down, industrials sell off, defensive bid. Capacity utilization above 80%: inflationary, rates up. IP collapse alongside weak ISM: strong recession signal, aggressive rate-cut pricing.
Related Assets Around the Release
Related Scenarios
What happens when the unemployment rate rises? Consumer spending impacts, market reactions, and the economic feedback loop explained.
What happens when copper prices surge? Why "Dr. Copper" is the economy's best diagnostician, and what it means for equities, inflation, and global growth.
What happens when crude oil crashes below $50? Deflationary signals, energy sector carnage, consumer benefits, and geopolitical implications.
Get release-day analysis and market reaction framing before consensus forms.