S&P Global Market Intelligence

Preliminary Flash PMI data for the US indicates a slowdown, as the latest reading posted a ten-month low of 52.3 (Jan: 53.0). Both manufacturing and services recorded softer growth, underpinned by weakened order book trends. Read more: okt.to/gN6Wup

Bringing scale and depth together, S&P Capital IQ #Estimates and #VisibleAlpha are now unified under S&P Global Market Intelligence, delivering the most complete, best-in-class view of market expectations: okt.to/voRqcL

US business activity rose slightly in January, with flash PMI at 52.8 (Dec: 52.7), though still below growth rates seen in late 2025. Confidence stayed positive but eased as political uncertainty and rising prices weighed on sentiment. Read more: okt.to/8N36mW

The US flash #PMI data for December suggest that the recent economic growth spurt is losing momentum, as the index printed a 6-month low of 53.0 (Nov: 54.2). Meanwhile, price pressures intensified noticeably. Read the full report: okt.to/BxNliF

Read the full analysis here: okt.to/NtCkfJ (4/4)

Emerging markets firms were helped in their efforts to secure new business by weak inflationary pressures in November. The subdued cost environment in emerging markets stands in marked contrast to the picture in developed markets, where input costs increased rapidly. (3/4)

The PMI surveys signalled a renewed rise in new export orders across emerging markets in November. Growth was the most pronounced since US tariff announcements. Business activity also increased, but inflationary pressures remained relatively muted. (1/4)

The Global Business Outlook indicated stable business confidence on balance in October, the index unchanged at +24%. However, the investment spending outlook was gloomiest since pandemic, reflecting relatively elevated inflationary pressures. Read more: okt.to/fwUevc

US Flash PMI data signalled a strong start to the final quarter. The index rose to a three-month high of 54.8 (Sep: 53.9). Growth in output was the second-fastest in 2025. However, job creation remained subdued and business confidence weakened. Read more: okt.to/J4SsFd

Read the full Press Release here: okt.to/mcjerG (4/4)

Data revealed that investors tilted towards defensive stocks, with healthcare in the lead, followed by financials and utilities. Consumer discretionary has meanwhile consolidated its bottom ranking amid growing investor concerns over household spending. (3/4)

September #IMI data highlighted heightened rise aversion among US equity investors, with the headline index falling to -26% in September from -20 in August. This was the lowest reading since April. (1/4)

Flash #US PMI data indicated the fastest activity growth rate this year, with the index rising to 55.4 in August (Jul: 55.1). Hiring activity also improved. However, business confidence remained subdued due to ongoing concerns about tariffs. Read more: okt.to/KycTWC

#Flash US PMI rose to a seven-month high to 54.6 in July (Jun: 52.9). However, the solid start to the third quarter masked diverging sector trends. Manufacturing business conditions deteriorated in contrast to a strengthening services economy. Read more: okt.to/wVs1hq

China Merchants Bank Co. Ltd. retained its top spot on S&P Global Market Intelligence's ranking of the largest China-headquartered banks in 2024, even as its total performance score on key financial metrics declined from a year ago. Learn more: okt.to/rlYK2J

Lending solutions to automate data delivery, reduce processing times, improve accuracy in direct lending and loan syndication and accelerate opportunities as you scale into private credit. #SolutionstoScale Learn more: okt.to/8EgWaA

Lending solutions to automate data delivery, reduce processing times, improve accuracy in direct lending and loan syndication and accelerate opportunities as you scale into private credit. #SolutionstoScale Learn more: okt.to/GIP9Vc

📆 A raft of top tier economic data plus the start of the earnings season will provide important indications of the health of the US economy in the week ahead. #weekahead #inflation #GDP Preview the week ahead with us: okt.to/i8uM9L