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Global PMIs Signal Uneven Factory Rebound as Europe and India Strengthen, U.S. Input Prices Jump

Rising input costs complicate policy with export demand lagging.

A factory machine of Valencia Plastics creates wide mouth canisters, in Rye Canyon, in Valencia, California, U.S. December 23, 2025.  REUTERS/Aude Guerrucci
The financial district with the headquarters of Germany's largest business bank, Deutsche Bank (C), is photographed on early evening in Frankfurt, Germany, January 29, 2019.  REUTERS/Kai Pfaffenbach
Workers work on a production line, manufacturing tank containers at a factory in Nantong, Jiangsu province, China April 7, 2025. cnsphoto via REUTERS
Factory workers operate machine presses at Abipa Canada in Boisbriand, Quebec, Canada May 10, 2023. REUTERS/Evan Buhler

Overview

  • India’s manufacturing PMI climbed to 56.9 in February on stronger domestic orders, while export growth slowed to a 17‑month low linked to U.S. tariff uncertainty.
  • Euro zone factory activity rose to 50.8, the highest since 2020, with Germany back in expansion at 50.9, and the UK grew at 51.7 as new export orders hit a four‑and‑a‑half‑year high.
  • China’s private manufacturing PMI rose to 52.1, the fastest in over five years, contrasting with the official survey that showed a second month of contraction.
  • U.S. ISM manufacturing held at 52.4, but the prices‑paid index surged to 70.5, the highest since October 2022, signalling stronger input‑cost pressures tied to tariffs.
  • South Korea’s PMI registered 51.1 for a third month of growth, with output and orders buoyed by semiconductor demand and solid sales to the United States and China.