Wirtschaft USA: ISM Index Service robust, Preise bleiben hoch

Neue Daten für die Wirtschaft der USA: soeben wurde der ISM-Einkaufsmanagerindex für Dienstleistungen für den Monat Februar veröffentlicht:

Hauptindex 55,1 (für heute erwartet 54,4; Vormonat war 55,2)

Preise 65,6 (Vormonat war 67,8) – damit steigen die Preise zum Vormonat weiter, wenm auch minimal weniger stark als zuvor!

Auftragseingang 62,6 (Vormonat 60,4 ).

Beschäftigung 54,0 (Vormonat 50,0).

Geschäftsaktivität 56,3 (Vormonat 60,4)

Marktreaktion: US-Märkte leicht tiefer, Rendite und Dollar etwas fester – insgesamt alles sehr nahe an der Erwartung..

Zu den Daten schreibt ISM:

Economic activity in the services sector expanded in February for the second consecutive month as the Services PMI® registered 55.1 percent, say the nation’s purchasing and supply executives in the latest Services ISM® Report On Business®. The sector has grown in 32 of the last 33 months, with the lone contraction in December.

The report was issued today by Anthony Nieves, CPSM, C.P.M., A.P.P., CFPM, Chair of the Institute for Supply Management® (ISM®) Services Business Survey Committee: “In February, the Services PMI® registered 55.1 percent, 0.1 percentage point lower than January’s reading of 55.2 percent. The composite index indicated growth in February for the second consecutive month after a reading of 49.2 percent in December, the first contraction since May 2020 (45.4 percent). The Business Activity Index registered 56.3 percent, a 4.1-percentage point decrease compared to the reading of 60.4 percent in January. The New Orders Index expanded in February for the second consecutive month after contracting in December for the first time since May 2020; the figure of 62.6 percent is 2.2 percentage points higher than the January reading of 60.4 percent.

“The Supplier Deliveries registered 47.6 percent in February, indicating the fastest delivery performance since June 2009, when the index registered 46 percent. The February reading is 2.4 percentage points lower than the 50 percent recorded in January. (Supplier Deliveries is the only ISM® Report On Business® index that is inversed; a reading of above 50 percent indicates slower deliveries, which is typical as the economy improves and customer demand increases.)

“The Prices Index was down 2.2 percentage points in February, to 65.6 percent. The Inventories Index grew in February after contracting for eight consecutive months; the reading of 50.6 percent is up 1.4 percentage points from January’s figure of 49.2 percent. The Inventory Sentiment Index (55.3 percent, down 0.5 percentage point from January’s reading of 55.8 percent) expanded for the third consecutive month after four straight months in contraction.

“Thirteen industries reported growth in February. The Services PMI®, by being above 50 percent for a second month after a single month of contraction and a prior 30-month period of expansion, continues to indicate sustained growth for the sector. The composite index has indicated expansion for all but three of the previous 156 months.”

Nieves continues, “Business Survey Committee respondents indicated that they are mostly positive about business conditions. Suppliers continue to improve their capacity and logistics, as evidenced by faster deliveries. The employment picture has improved for some industries, despite the tight labor market. Several industries reported continued downsizing.”

Non Manufacturing PMI in the United States decreased to 55.10 points in February from 55.20 points in January of 2023.https://t.co/a95p4p5fJQ pic.twitter.com/Cif30SS3kb

— Trading Economics (@tEconomics) March 3, 2023