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UK July manufacturing PMI revised down to 4-month low

Created at 3 Aug · 8:36 AM1 source↑ Market-relevant
IN SHORT

British manufacturing activity expanded for a ninth straight month in July, but at the slowest pace in four months. The S&P Global Purchasing Managers' Index fell to 51.9 from 52.5 in June, revised down from a flash reading of 52.8.

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Key Numbers

51.9UK manufacturing PMI in July
52.5UK manufacturing PMI in June
52.8Flash UK manufacturing PMI for July
52.9Manufacturing output component in July
52.6Manufacturing output component in June
2.3%Annual rise in manufacturing output in May
March 2024Biggest increase in manufacturing output since

Who's Involved

S&P Global
Provider of the Purchasing Managers' Index data
David Milliken
Reuters reporter
Toby Chopra
Reuters editor

↳ Why This Matters

The data suggests a slowdown in the UK manufacturing sector, which could impact overall economic growth and employment. The revised PMI figures indicate potential headwinds from geopolitical events and supply chain pressures.

Key facts

  • UK manufacturing activity expanded for the ninth consecutive month in July.
  • The S&P Global PMI for UK manufacturing fell to 51.9 in July, a four-month low.
  • The July PMI was revised down from a preliminary reading of 52.8.
  • The output component of the PMI rose to 52.9.
  • Input cost inflation slowed to its lowest since February.
  • Employment levels stagnated.

British manufacturing activity expanded for a ninth consecutive month in July, but at its slowest pace in four months, according to purchasing managers' data. The S&P Global Purchasing Managers' Index for the sector fell to 51.9 in July from 52.5 in June, a downward revision from the earlier flash reading of 52.8.

The decline in the PMI was attributed to a steep reduction in stocks of purchases, slower jobs growth, and a sharp easing in the rate of increase in vendor lead times. However, the manufacturing PMI's output component rose to 52.9 from 52.6, marking the broadest growth since September 2024, though it was a smaller increase than the flash reading of 53.6.

Manufacturers reported the smallest rise in input costs since February, while employment levels stagnated. Small manufacturers experienced a mild downturn in production volumes, contrasting with growth reported by medium and larger firms. Official data previously showed a 2.3% annual rise in manufacturing output in May, the largest increase since March 2024.

The data was collected between July 9 and July 28. The report noted that a breakdown in the truce between the United States and Iran in mid-July, and a Houthi naval blockade declaration on July 20, pushed oil prices above $100 a barrel in late July, potentially impacting manufacturing towards the end of the month.

Frequently asked questions

The S&P Global Purchasing Managers' Index (PMI) for the UK manufacturing sector measures the health of the sector. Readings above 50 indicate expansion, while readings below 50 indicate contraction.

The slowdown was attributed to a reduction in stocks of purchases, slower job growth, and a decrease in vendor lead times. Geopolitical events impacting oil prices may have also played a role towards the end of the month.

The output component of the PMI rose to 52.9 in July, indicating growth, although at a slower pace than initially indicated by the flash reading.

What Happens Next

01Monitor future manufacturing PMI releases for sustained trends.
02Observe the impact of geopolitical events on commodity prices and supply chains.

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Cadence
CME Headlines
  • 10-Year Treasury Note futures slip as yields touch YTD high.
    31 Jul · 9:03 PM
  • 10-Year Treasury Note futures slip as yields touch YTD high.
    31 Jul · 9:03 PM
  • Gold futures slip as rising Treasury yields weigh on prices.
    31 Jul · 8:39 PM

How It Developed

British manufacturing activity expanded for the ninth consecutive month in July.
The S&P Global Purchasing Managers' Index for Britain's manufacturing sector fell to 51.9 in July from 52.5 in June.
The July PMI was revised down from a flash reading of 52.8.
The manufacturing PMI's output component rose to 52.9 from 52.6.
Manufacturers reported the smallest rise in input costs since February.
Employment levels stagnated in July.
Small manufacturers reported a mild downturn in production volumes, while medium and larger ones reported growth.

Sources

T1
UK July manufacturing PMI revised down to 4-month lowReuters

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