Core Viewpoint - The ISM reported that the US manufacturing PMI rose from 47.9 to 52.6 in January, marking the first expansion in nearly a year and the highest level since February 2022 [1] Group 1: Manufacturing Sector Performance - The US manufacturing sector has been in a state of low activity for the past three years, with very few instances of PMI exceeding 50 [1] - The January PMI data is seen as a positive signal for the economy, but caution is advised due to seasonal factors and ongoing tariff issues [1] Group 2: Market Reactions - Following the release of the manufacturing index, US Treasury yields reached a daily high, and the dollar index accelerated to a one-week high [1] Group 3: Expert Commentary - Susan Spence, chair of the ISM manufacturing business survey committee, emphasized the need for caution despite the positive indicators, noting that January is typically a month for inventory replenishment [1] - The report included numerous complaints from executives about tariff and policy uncertainties affecting various industries [1]
美国1月制造业PMI进入扩张区间， 美债收益率走高
Qi Huo Ri Bao·2026-02-03 11:50