– US manf PMI was 47-month high, driven by the largest new orders influx since May 2022 and rising input inventories at the fastest pace since January. Firms reported “panic” and “emergency” buying to build safety stocks amid war-related supply disruptions and price hike fears, with supplier delivery times worst in eight-months. This boosted output but fueled input prices to 62.6 (11-month high) and output prices to 59.9 (near four-year high).

– EU manf PMI rose to 52.2 on stock building ahead of shortages and price rises. Purchasing of inputs surged to early-2022 levels as supply delays hit pandemic-era highs, linked to war disruptions; input costs rose fastest since end-2022.

– UK manf PMI jumped to 53.6 (47-month high) as customers brought forward orders to build safety stocks expecting price/supply issues from the war. Input prices hit near-3.5-year highs on raw materials and fuel; suppliers’ lead times worst since June 2022 due to safety stock efforts.

– Japan Manf PMI rose to 54.9, Inventories of raw materials rose for the first time since June 2025 at a near-two-year high rate; suppliers’ delivery times lengthened most since May 2022 due to shipping delays and shortages from war impacts.