Größter Index-Anstieg seit einem Jahr - Preise steigen so schnell wie seit September nicht mehr US-Wirtschaft: Einkaufsmanagerindizes besser – Preise steigen wieder stark

Soeben wurde die Einkaufsmanagerindizes für die USA (Markit PMI; April) veröffentlicht – einer der besten Gradmesser für die US-Wirtschaft:

Verarbeitendes Gewerbe: 50,4 (Prognose war 49,0; Vormonat war 49,2)

Dienstleistung: 53,7 (Prognose war 51,5; Vormonat war 52,6)

Gesamtindex: 53,5 (Prognose war 52,8; Vormonat war 52,3)

Marktreaktion: US-Aktienmärkte wenig verändert, Dollar legt etwas zu. Gestern hatte der Philadelphia Fed mit -31 ein Niveau erreicht, das immer eine Rezession angezeigt hat in der Finanzgeschichte. Die heutigen Daten dürften jedoch die Fed bestätigen, die Zinsen im Mai weiter anzuheben..

Zu den Daten schreibt Markit/S&P Global, das die Daten erhebt:

April data indicated a faster rise in business activity at firms based in the US, according to the latest ‘flash’ PMI™ data from S&P Global. Output rose at the sharpest pace for almost a year, as stronger demand conditions, improving supply and a steeper uptick in new orders supported the expansion. Solid growth in activity was seen across both the manufacturing and service sectors.

Inflation: „Following back-to-back months of softening cost pressures in February and March, April data indicated a pick-up in rates of input cost and output charge inflation. Operating expenses rose at a marked and historically elevated pace that was the steepest for three months. Hikes in supplier prices were often attributed to greater incremental increases in material costs during the month. Manufacturers and service providers alike recorded sharper increases in cost burdens“.

Chri Williamson kommentiert:

“The latest survey adds to signs that business activity has regained growth momentum after contracting over the
seven months to January. The latest reading is indicative of GDP growing at an annualized rate of just over 2%.“

“Growth is also reassuringly broad-based, led by services thanks to a post-pandemic shift in spending away from goods, though goods producers are also reporting signs of demand picking up again.“

“Jobs growth has accelerated alongside the resurgence of demand, aided by reports of vacancies being more easily filled, reflecting improved supply of candidates and higher wages.

“However, the upturn in demand has also been accompanied by a rekindling of price pressures. Average prices charged for goods and services rose in April at the sharpest rate since September of last year, the rate of inflation having now accelerated for three successive months. This increase helps explain why core inflation has proven stubbornly elevated at 5.6% and points to a possible upturn – or at least some stickiness – in consumer price inflation.“