Using the Purchasing Managers' Index to assess the economy's strength and the likely direction of monetary policy
Abstract
When economists are concerned that the economy may be about to change direction, one of the indicators to which they give special scrutiny is the Purchasing Managers’ Index (PMI), released monthly by the Institute for Supply Management. This article discusses the construction and interpretation of the PMI and presents evidence of its usefulness as an indicator of growth in the manufacturing sector and the economy as a whole, and as a predictor of changes in Federal Reserve policy. PMI values above 47 generally signal expansion in manufacturing, while the critical value for positive GDP growth is around 40. Over the past fifteen years, PMI values above 52.5 have tended to be associated with rising short-term interest rates.> When economists are concerned that the economy may be about to change direction, one of the indicators to which they give special scrutiny is the Purchasing Managers’ Index (PMI), released monthly by the Institute for Supply Management. This article discusses the construction and interpretation of the PMI and presents evidence of its usefulness as an indicator of growth in the manufacturing sector and the economy as a whole, and as a predictor of changes in Federal Reserve policy. PMI values above 47 generally signal expansion in manufacturing, while the critical value for positive GDP growth is around 40. Over the past fifteen years, PMI values above 52.5 have tended to be associated with rising short-term interest rates.>Download Info
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Article provided by Federal Reserve Bank of Dallas in its journal Economic and Financial Policy Review.
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Keywords: Economic indicators ; Manufactures ; Interest rates;References
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Citations
Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.Cited by:
- Antonello D’Agostino & Bernd Schnatz, 2012. "Survey-based nowcasting of US growth: a real-time forecast comparison over more than 40 years," Working Paper Series 1455, European Central Bank.
- Valentina Aprigliano, 2011. "The relationship between the PMI and the Italian index of industrial production and the impact of the latest economic crisis," Temi di discussione (Economic working papers) 820, Bank of Italy, Economic Research and International Relations Area.
- Claudia Godbout & Marco J. Lombardi, 2012.
"Short-term forecasting of the Japanese economy using factor models,"
Working Paper Series
1428, European Central Bank.
- Claudia Godbout & Marco J. Lombardi, 2012. "Short-Term Forecasting of the Japanese Economy Using Factor Models," Working Papers 12-7, Bank of Canada.
- Kajal Lahiri & George Monokroussos, 2011. "Nowcasting US GDP: The role of ISM Business Surveys," Discussion Papers 11-01, University at Albany, SUNY, Department of Economics.
- Claudia Godbout & Jocelyn Jacob, 2010. "Le pouvoir de prévision des indices PMI," Discussion Papers 10-3, Bank of Canada.
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