AI Data Insight
Latest data shows the flash US Markit Manufacturing PMI for Q2 2026 surged to 55.3, beating market expectations and climbing significantly from the previous reading of 54.0. Although both output and employment strengthened, the expansion primarily benefited from supply chain concerns triggered by Middle East geopolitical conflicts, prompting factories to aggressively build safety inventories. In the short to medium term, attention should be paid to the dual risks of the fading stockpiling effect and a resurgence of imported inflation.