sightMANUFACTURING PRICES•May 1
46
votes
1.9k
seen
ISM factory prices paid spikes to 84.6, highest since April 2022
Prices Paid just blew out to 84.6 while factory hiring and delivery times moved the wrong way at the same time. The headline PMI is still 52.7, but that “expansion” is getting help from slower supplier deliveries, which count as a positive even when they reflect supply stress.
The shift is sharp: prices up 25.6 points in three months to the highest since April 2022, supplier delays back to post-COVID crunch levels, and employment down at 46.4. Posts tie it to the post-Hormuz oil shock bleeding into shipping and inputs, pushing costs up while labor demand softens instead of a clean demand-driven cycle.
The shift is sharp: prices up 25.6 points in three months to the highest since April 2022, supplier delays back to post-COVID crunch levels, and employment down at 46.4. Posts tie it to the post-Hormuz oil shock bleeding into shipping and inputs, pushing costs up while labor demand softens instead of a clean demand-driven cycle.
Timeline3
May 1
Posts flagged the April 2026 ISM Manufacturing report as a potential post-Hormuz supply-shock pivot, highlighting Prices Paid at 84.6, Supplier Deliveries at 60.6, and Employment at 46.4.
May 1
Additional commentary pointed to traders expecting another leg higher in wholesale prices as the oil shock spread beyond energy markets.
May 1
Further reaction emphasized that the ISM prices index had surged 25.6 points in three months, with survey responses mentioning the Iran war.
1 comment
May 1