Prices increase despite some spontaneity
While the input cost pressure softens, they remain sufficient. The index index indexes fell by 18 points to 41.4, but no firm reported a fall in cost. On the revenue side, the price index obtained fell to 29.5, indicating a slight decline in pricing power. However, the broader direction remains of inflation, which traders should consider the allocation of sector.
Production falls in Q2; Use flatline
Special survey reactions revealed more contractions in activity. Some 41% of the firms reported low production for Q2 vs. Q1, growing against 33%. The capacity utilization focuses in 70–80% range, unchanged a year ago. However, uncertainty was a binding barrier to 74% of respondents, and 56% cited labor supply issues as a drawing on operations.
Forward -looking indicators lose the ground
Expectations for the next six months weakened in most categories. The Future General Activity Index dropped 29 points, while new future orders and shipments fell rapidly. Capital expenditure schemes were also contracted till 14.5. One-third of firms are expected to deteriorate uncertainty in the next quarter, and the position of a more than a quarter of the supply chain deteriorates.
Market forecast: recession for industrial risk
The June survey confirms a short -term approach to regional manufacturing. Soft orders, deepening the weakness of labor, and the feeling of falling trade suggests that continuous underperforms for industrial shares and related ETFs. Traders should favor defensive plays until clear indications of recovery are found.