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Macro Signals 5 min read

What Is PMI and Why Does It Matter for Cyclical Investors?

PMI is surveyed monthly from purchasing managers at thousands of companies. When they're ordering more, hiring more, and feeling confident — the PMI rises above 50. When they're cutting back — it falls below 50. For cyclical investors, the direction of the PMI often moves before the sectors themselves.

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What Is PMI?

The Purchasing Managers Index (PMI) is a monthly survey-based indicator of economic activity in the manufacturing and services sectors. It's produced by S&P Global (formerly IHS Markit) and ISM in the US, and covers over 40 countries globally.

The survey asks purchasing managers at companies whether conditions are better, the same, or worse than the previous month across five dimensions: new orders, production, employment, supplier delivery times, and inventory levels. Each dimension is weighted and combined into a single number.

The key level is 50: above 50 signals expansion, below 50 signals contraction. The rate of change matters too — a PMI rising from 48 to 49 is more bullish than one falling from 55 to 53.

Why PMI Is a Leading Indicator

PMI matters for cyclical investors because it's one of the few genuinely forward-looking economic indicators. Purchasing managers make decisions about orders and inventory before the production and revenue data appears in official statistics. This means PMI typically turns before GDP growth does — giving investors an early signal of where the economy is heading.

Historically, the global manufacturing PMI has led industrial commodity demand (and therefore shipping volumes, energy demand, and materials consumption) by approximately 2–6 months.

PMI Levels and Cyclical Investment Signals

PMI Level / DirectionSignal for Cyclicals
Below 45 and fallingCAUTION — recession risk
Below 47 and stabilisingWatch for trough — early positioning opportunity
47–50 and risingEarly recovery signal — begin building positions
50–55 and risingRecovery confirmed — hold cyclical positions
Above 57 and plateauingLate cycle — begin monitoring for peak signals

Which PMI to Watch for Each Sector

Where to find PMI data:
S&P Global publishes PMI data on spglobal.com/marketintelligence. The US ISM Manufacturing PMI is published at ismworld.org. Both are released on the first business day of each month for the prior month. TradingView tracks global PMI data under "PMI" search.

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