Latest News Stream - Industrial Production Mom

Japan’s industrial production increased by 2.2% month-over-month in September 2026, reversing a 2.4% decline in the previous month and surpassing market estimates of 1.3%, preliminary data showed. It was the fastest growth since January, reflecting higher output across key manufacturing sectors as export demand recovered. Industries that mainly contributed to the upturn were motor vehicles (5.5% vs -6.8% in August), production machinery (3.4% vs 5.9%), and general-purpose and business-oriented machinery (4.8% vs -6.3%). In contrast, output contracted for iron, steel and non-ferrous metals (-1.6% vs -1.4%), ceramics, stone and clay products (-1.9% vs -2.4%), and chemicals excluding inorganic, organic chemicals, and medicine (-1.0% vs -0.3%). On an annual basis, production rose 1.9%, down from 2.7% in August, marking the softest growth in four months.

Industrial production in the UK rose 0.8% month-on-month in August 2026, accelerating from an upwardly revised 0.3% increase in the previous month and defying market expectations of a 0.1% decline. It marked the strongest monthly gain since November 2025, driven by faster manufacturing output (1.2% vs 1.0% in July), led by basic pharmaceutical manufacturing (5.1%), which accounted for over half of the overall monthly growth in the sub-sector. Output also rebounded in mining and quarrying (1.4% vs -4.1%) and electricity, gas, steam and air-conditioning supply (0.1% vs -1.8%). In contrast, output in water supply, sewerage and waste management fell 1.2%, reversing a 1.9% increase in July. On a yearly basis, industrial production growth climbed to 1.6% from a downwardly revised 0.8% in July, surpassing market expectations of 0.7%.

Japan’s industrial production dropped 2.4% month-over-month in August 2026, steeper than flash data of a 1.7% decline and July's 0.2% fall. It was the second straight month of monthly contraction and the steepest pace since January, reflecting weaker output across key manufacturing sectors amid weak export demand. Output contracted for motor vehicles (-6.8% vs 0.8% in July), general-purpose and business-oriented machinery (-6.3% vs 1.9%), and petroleum and coal products (-13.3% vs 8.6%). In contrast, production rose for production machinery (5.9% vs 5.1%), and transport equipment excluding motor vehicles (2.5% vs -4.0%). On an annual basis, industrial output increased 2.7%, down from 3.9% in July, marking a third consecutive month of growth.

Italy’s industrial production dropped 1.3% month-on-month in August 2026, reversing a downwardly revised 0.6% increase in July and compared with market forecasts for no change. It marked the biggest monthly fall in a year, dragged by lower output of consumer goods (-1.2% vs 2.0% in July), capital goods (-0.9% vs 0.1%), and intermediate goods (-1.8% vs 0.2%). Meanwhile, energy production rebounded (2.8% vs -1.2%). On an annual basis, industrial output was unchanged, following a revised 0.1% drop in July, as a sharp increase in energy output (11.5% vs 5.9%) and a rebound in capital goods (0.7% vs -0.2%) were partly offset by declines in consumer goods (-4.4% vs -1.3%) and intermediate goods (-4.0% vs -0.9%). Among sectors, electricity, gas, steam, and air conditioning supply recorded the largest annual increase (14.5%), while the textile, clothing, leather, and accessories industries saw the steepest decline (-14.0%).

Brazil’s industrial production fell 0.6% in August 2026 from July, reversing the 0.1% increase recorded in the previous month. All four major economic categories and 16 of the 25 industrial sectors surveyed recorded declines. Among the major categories, semi- and non-durable consumer goods (-1.7%) and durable consumer goods (-1.0%) posted the largest declines, followed by capital goods (-0.6%) and intermediate goods (-0.2%). Among activities, the largest negative influences came from tobacco products (-23.4%), pharmaceutical and pharmaceutical chemical products (-5.5%), and extractive industries (-0.7%). Of the nine activities that increased, food products (1.0%) provided the strongest positive influence. Year over year, industrial output fell 1.2%, while production increased 0.8% year to date.

Japan’s industrial production fell 1.7% month-over-month in August 2026, deepening from a 0.2% drop the prior month and missing market forecasts of a 1.7% rise, preliminary data showed. It was the second straight month of monthly contraction and the steepest pace since February, reflecting weaker output across key manufacturing sectors amid softer export demand. Output shrank for motor vehicles (-6.8% vs 0.8% in July), general-purpose and business-oriented machinery (-6.0% vs 1.9%), and petroleum and coal products (-13.3% vs 8.6%). In contrast, production grew for production machinery (6.1% vs 5.1%), transport equipment excluding motor vehicles ( 2.9% vs -4.0%), and chemicals excluding inorganic, organic chemicals, and medicine (0.7% vs 0.2%). On an annual basis, industrial output rose 3.4%, down from 3.9% in July, marking a third consecutive month of growth.

Euro Area industrial production declined 0.1% in July 2026, matching the fall recorded in June but performing slightly better than the 0.2% contraction expected by markets. The monthly decline reflected weaker output of non-durable consumer goods, which fell 1.6% (vs 1.8% in June) while energy production growth slowed to 0.9% from 1.4%. In contrast, production of intermediate goods recovered by 0.3% after a 0.9% decline, while capital-goods output increased 0.5%, reversing the previous month’s 1.8% drop. Durable consumer-goods production also strengthened, rising 0.9% from 0.4% previously. Performance varied across the bloc’s largest economies, with industrial output falling 1.5% in Germany and 0.4% in France, while Spain recorded a 0.6% increase. On an annual basis, Euro Area industrial production was unchanged in July, slightly outperforming expectations for a 0.1% decline.

Japan’s industrial production fell 0.2% month-over-month in July 2026, defying flash figures of a 0.1% rise and reversing 1.9% growth in the previous month. It was the first decline since March amid external uncertainties and uneven global demand. Output was lower for transport equipment excluding motor vehicles (-4.0% vs 2.0% in June), fabricated metals (-3.2% vs 2.2%), and plastic products (-0.9% vs 4.5%). In contrast, production rose for production machinery (5.1% vs 7.7%), inorganic and organic chemicals (6.0% vs 2.6%), and electronic parts and devices (2.6% vs -6.1%). On an annual basis, industrial output increase 3.9%, slowing from 4.9% in June but marking a second consecutive month of growth.

Industrial production in the UK rose 0.2% month-on-month in July 2026, defying market expectations of a 0.2% decline and rebounding from a 0.2% drop in the previous month. This marked the first monthly gain since April, driven by a recovery in manufacturing output, which grew 0.9% after falling 0.5% in the previous month. The strongest contribution came from the manufacture of computer, electronic and optical products, where output climbed 3.9%. Overall output was also supported by water supply, sewerage and waste management, which rose 2.0% following a 1.5% decline in June. Meanwhile, output in mining and quarrying fell 4.4% after a 5.1% increase, while electricity, gas, steam and air-conditioning supply contracted 1.5%, slipping further from a 0.3% decline in the prior month. On a yearly basis, industrial production rose 0.6% in July, surpassing market expectations of a 0.2% rise and rebounding from a 0.2% fall in the previous month.

Industrial production in France fell 0.4% month-on-month in July 2026, missing market expectations for a 0.3% rebound after a revised 0.1% decline in June. Manufacturing output dropped 0.8% after falling 1% in the previous period, as production declined across almost all major sectors. Transport equipment manufacturing led the declines, falling 2.8% after a 3.8% drop in June, while output of other industrial products decreased 0.5% for a second month. Production of electrical, electronic, and computer equipment fell 0.8%, reversing a 0.2% increase, while food processing output was broadly stable at -0.1%. In contrast, production in extractive industries, energy, and water rose 0.9%, slowing from 3.2%, driven by stronger electricity production and consumption during the second heat wave. On a yearly basis, industrial production fell 0.5%, following a 0.1% decline in June, while production increased 0.8% in the three months to July.