Nachfrage der Konsumenten nimmt ab, kaum noch Preisanstiege - Aktienmärkte freuen sich Wirtschaft USA: Einkaufsmanagerindex schwach – Rezession voraus?

Soeben wurde die Einkaufsmanagerindex (S&P Global) für die USA veröffentlicht – einer der besten Gradmesser für die US-Wirtschaft:

Verarbeitendes Gewerbe: 51,3 (niedrigster Wert seit Mai 2020; Prognose war 52,0; Vormonat war 52,2)

Dienstleistung: 44,1 (niedrigster Wert seit Mai 2020; Prognose war 49,2; Vormonat war 47,3)

Gesamtindex: 45,0 (Vormonat war 47,7)

Die schwachen Daten erfreuen die Aktienmärkte, die Renditen für US-Staatsanleihen fallen. der Dollar schwächer

Dazu S&P Global, das die Daten erhebt:

„US private sector firms signalled a sharper fall in business activity during August, according to latest ‘flash’ PMI™ data from S&P Global. The decrease in output was the fastest seen since May 2020 and solid overall. The rate of contraction also outpaced anything recorded outside of the
initial pandemic outbreak since the series began nearly 13-years ago.

Material shortages, delivery delays, hikes in interest rates and strong inflationary pressures all served to dampen customer demand, according to panellists. August data signalled a renewed contraction in overall sales as manufacturers and service providers struggled with subdued demand conditions. Though modest, the drop in new orders was the sharpest in over two years. New sales were weighed down by weak domestic and foreign client demand, as new export orders fell further and at a solidpace.
The rate of input cost inflation eased for the third month running midway through the third quarter, with input prices rising at the slowest pace for a year-and-a-half. That said,the pace of increase in operating expenses remained historically marked, with firms linking hikes in cost burdens
to increased interest rates, and higher prices for a range of raw materials and transportation. Some companies also
stated that increases in wages to attract and retain workers had placed additional pressure on expenses.“