Industrial Production Continues To Invalidate PMI

By Todd Sullivan of ValuePlays

Hedge Fund Manager, Owner of ValuePlays and Angel Investor • Aug 15, 2025 at 12:54 PM EDT

While July’s Industrial Production was 103.9867, the June report was revised higher(as were prior months) making June 2025 the series record at 104.1137.

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“Davidson submits:

While July’s Industrial Production was 103.9867, the June report was revised higher(as were prior months) making June 2025 the series record at 104.1137. This occurred with the manufacturing PMI falling back to 48 indicating the presence of recession.

The discrepancy between these series marks a significant buying opportunity for industrial issues in my opinion.

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