AI Data Insight
The latest US ISM Customers' Inventories Index for Q3 2026 has dropped to 41.6, slipping further from the previous value of 42.8 and continuing to send a strong signal for future restocking. Although the overall manufacturing PMI slightly declined to 54.5, missing expectations, new orders and backlogs of orders rebounded strongly. Torn between rising demand and soaring raw material prices, corporate future procurement momentum will be the key to manufacturing expansion.