Topic

PMI Research

Finvaulta tracks 309 research reports on PMI, updated through October 6, 2026. Latest: Hong Kong: PMI Edged Down in September.

Institutional research on PMI covering macro, government bonds, commodities, and equities, from Goldman Sachs, J.P. Morgan, ANZ, and ING. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection; views and forecasts belong to the named report issuers.

Latest research

Hong Kong: PMI Edged Down in September

Goldman Sachs·Oct 6, 2026

The S&P Global Hong Kong PMI edged down to 49.2 in September from 49.5 in August, driven by a drop in employment due to cost-saving measures. Meanwhile, external demand rebounded into expansionary territory and downstream price pressures moderated.

Global Trade and Manufacturing Keep Expanding on AI Tech Boom

ABN AMRO·Oct 5, 2026

Global manufacturing reached a multi-year high in September 2026, with the global PMI rising to 53.0 led by a surge in AI and technology-driven investment. Global trade volumes continue to expand strongly, though persistent supply chain bottlenecks are maintaining upward pressure on industrial prices.

Executive Briefing: Global Growth Rising Amid New European Debt Stress

Danske Bank·Oct 5, 2026

Global growth momentum strengthened in September, heavily supported by the ongoing AI infrastructure investment boom and robust US consumption. However, renewed sovereign debt and budget concerns in France have pushed European bond stress to its highest levels since 2011, while persistent inflation keeps major central banks in rate-hiking mode.

Euro Area Macro Monitor: Growth Broadens, ECB Hikes

Danske Bank·Oct 5, 2026

Euro area growth momentum broadened in September, led by services and resilient consumer spending, pushing composite PMI to a three-year high of 53.1. Headline inflation rose to 3.8% due to energy prices, reinforcing a hawkish ECB tightening trajectory while French fiscal strains widened sovereign bond spreads.

Middle East Daily

MUFG·Oct 5, 2026

Oil prices retreated as Saudi Aramco cut OSPs to Asia and G7 nations weighed SPR releases, while Gulf crude exports rebounded led by Saudi Arabia and the UAE. Non-oil private-sector growth in the GCC strengthened in September, contrasting sharply with Egypt's deepening downturn.

Compare with the previous edition (Sep 30, 2026)

USA: ISM Services Index Declines; Services PMI Edges Higher in Final Reading

Goldman Sachs·Oct 5, 2026

The US ISM services index declined 0.5pt to 54.9 in September, showing mixed internal components as business activity and new orders slowed while prices paid reached a 2022 high. Goldman Sachs notes that survey signals point to healthy growth rather than an above-trend surge.

Selected research

Selected for relevance; publication dates show when each report was written.

Global PMI Monitor: US Services Strength

Goldman Sachs·Oct 5, 2026

The global composite PMI rose by 0.9pt to 54.3 in September, powered by a surge in US services to a post-pandemic high of 58.8 and solid gains across the Euro area and China. However, supply chain delivery times lengthened and input price indices rose sharply in both services and manufacturing.

Czech Manufacturing Supported by New Orders and Strong Hiring

ING·Oct 1, 2026

The Czech industrial PMI held solidly in expansion at 53.5 in September, supported by strong new orders and the fastest employment gains since April 2022. However, elevated energy input costs, weak pricing power, and high European fuel prices continue to squeeze profit margins.

Brazil: Manufacturing PMI Moved Deeper Into Contractionary Territory; Intensifying Input Cost/Price Pressures

Goldman Sachs·Oct 1, 2026

Brazil's Markit Manufacturing PMI dropped 1.5 points to 44.8 in September 2026, marking its lowest reading in 41 months as output and new orders contracted faster. Simultaneously, input cost pressures rose sharply to 65.0 on higher international transportation and imported materials costs.

China PMIs Return to Expansion Territory, Signalling Modest Growth Uptick

ING·Sep 30, 2026

China's official manufacturing and non-manufacturing PMIs returned to expansion in September at 50.1 and 50.2, respectively, pointing to a modest recovery in activity data. While external demand remains strong, policy easing aims to address lagging domestic consumption and investment to secure China's 4.5-5.0% full-year growth target.

Euro Area: Sentiment Modestly Lower in September

J.P. Morgan·Sep 29, 2026

The Euro area European Commission ESI fell 0.5pt to 97.9 in September 2026 due to softer consumer sentiment, while business sentiment continued to strengthen. The broader survey remains consistent with PMI signals pointing to a 1.7%ar expansion and upside risks to J.P. Morgan's 1.5%ar year-end growth forecast.

Early Morning Reid: Macro Strategy

Deutsche Bank·Sep 28, 2026

Global bond yields and oil prices rose to start the week as US-Iran talks stalled over conditions to reopen the Strait of Hormuz. Markets face a critical slate of macro releases, including US payrolls, PCE inflation, and European flash CPI prints.