AI Data Insight
In June 2026, the US ISM Manufacturing New Export Orders Index dropped to 48.5, declining significantly from the previous 50.6 and once again falling below the expansion-contraction line. Although the overall manufacturing PMI remained in expansion at 53.3, overseas order performance was weak, constrained by Middle East geopolitics and tariff uncertainties. Looking ahead, it is necessary to closely monitor the suppressive effects of high freight rates and inflation on global real demand.