CONVEX
Past Release · ISM Mfg

August 2025 ISM Mfg Report

Friday, August 1, 2025

ISM Mfg printed at 101.62, a -0.26% move from the prior reading of 101.89.

Headline Reading
Industrial Production
101.62
Aug 1
Prior
101.89
Absolute
0.27
Percent
-0.26%

What to Watch For

  • Headline ISM vs 50 threshold
  • New orders subindex, forward indicator
  • Employment subindex
  • Prices paid, inflation signal
  • Supplier deliveries, supply chain signal
  • Inventories relative to new orders

Expected Market Reaction

ISM beat with strong new orders: industrials/cyclicals outperform, copper/oil up, rates up. ISM miss with weak new orders: defensives outperform, rates down, dollar up.

Related Assets Around the Release

Related Scenarios

ShareXRedditLinkedInHN

Get release-day analysis and market reaction framing before consensus forms.