US-Einkaufsmanagerindex fällt deutlich – Lieferengpässe, Arbeitskräftemangel, Omikron

Soeben wurde die Einkaufsmanagerindex (Gewerbe) für die USA (Markit PMI; Januar) veröffentlicht – einer der besten Gradmesser für die US-Wirtschaft.

Verarbeitendes Gewerbe: 55,0 (Prognose war 56,7; Vormonat war 57,7)

Dienstleistung: 50,9 (Prognose war 55,0; Vormonat war 57,6)

Dazu Markit, das die Daten erhebt:

„US private sector firms signalled a marked slowdown in growth at the start of 2022 amid softer demand conditions, worsening supply chain disruptions and labor shortages linked to the Omicron wave“.

Und weiter:

„The rate of cost inflation eased again in January and was the slowest since May 2021. Although still marked overall, there were signs of pressure
waning. Similarly, the pace of charge inflation softened and was the least marked since April 2021. In line with softer demand conditions, firms signalled slower upturns in input buying and stock building. Rates of growth were the slowest since February and March 2021, respectively.“

“Soaring virus cases have brought the US economy to a near standstill at the start of the year, with businesses disrupted by worsening supply chain delays and staff shortages, with new restrictions to control the spread of Omicron adding to firms’ headwinds.
“However, output has been affected by Omicron much more than demand, with robust growth of new business inflows hinting that growth will pick up again once restrictions are relaxed. Furthermore, although supply chain delays continued to prove a persistent drag on the pace of economic growth, linked to port congestion and shipping shortages, the overall rate of supply chain deterioration has eased compared to that seen
throughout much of the second half of last year. This has in turn helped lift manufacturing optimism about the year ahead to the highest for over a year, and has also helped bring the rate of raw material price inflation down sharply. Thus, despite the survey signalling a disappointing start to the year, there are some encouraging signals for the near-term outlook ”

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