Manufacturing Production Index

Broad industrial output — the primary driver of electricity, materials, and infrastructure demand.

Exclude COVID

98.30Index

Trend YoY growth is -0.1%, slowing by 0.0 pp/year over the last 25Y. Deviations have remained above trend for 15 consecutive periods. Latest: +1.4%, 1.5 pp above trend, a 0.5σ deviation.

Level

YoY %

y = 0.7% 0.0 pp/yr · t

Deviation from trend

Forecast

Projected value by forecast vintage (Index)

Projected value (Index)

Forecast made inJul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26Dec '26Jan '27Feb '27Mar '27MAPE
Jul '2598.0797.9797.6597.2297.7398.3998.2399.67100.3100.5100.6101.2102.0102.2102.4101.8102.3102.3103.4103.8106.233%
Aug '2598.0897.7897.3797.9098.5898.4499.92100.6100.8101.0101.5102.3102.6102.8102.2102.8102.8103.9104.3107.046%
Sep '2598.0597.6298.2098.9398.83100.3101.1101.3101.5102.2103.0103.3103.5103.0103.6103.7104.8105.3108.675%
Oct '2597.2198.1598.8798.77100.3101.0101.3101.5102.1102.9103.2103.5102.9103.6103.7104.8105.3108.582%
Nov '2597.5598.6998.58100.1100.8101.0101.2101.8102.6102.9103.1102.5103.2103.2104.4104.8107.786%
Dec '2597.3598.0699.49100.1100.3100.4101.0101.7101.9102.1101.4102.0102.0103.0103.4105.645%
Jan '2698.1499.39100.0100.1100.2100.8101.5101.7101.8101.1101.7101.7102.7103.0105.080%
Feb '2698.3099.6899.7799.84100.3101.0101.2101.3100.6101.1101.0102.0102.3103.9
Mar '2699.6899.7799.84100.3101.0101.2101.3100.6101.1101.0102.0102.3103.9

YoY change forecast

Forecast made inJul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26Dec '26Jan '27Feb '27Mar '27MAPE
Jul '25+2.0%+1.4%+1.6%+1.9%+2.1%+2.3%+2.6%+2.8%+3.0%+3.3%+3.5%+3.7%+4.0%+4.2%+4.4%+4.7%+4.9%+5.1%+5.4%+5.6%+5.8%33%
Aug '25+1.5%+1.8%+2.0%+2.3%+2.5%+2.8%+3.1%+3.3%+3.6%+3.8%+4.1%+4.3%+4.6%+4.8%+5.1%+5.4%+5.6%+5.9%+6.1%+6.4%46%
Sep '25+2.0%+2.3%+2.6%+2.9%+3.2%+3.5%+3.8%+4.1%+4.4%+4.7%+5.0%+5.3%+5.6%+5.9%+6.2%+6.5%+6.8%+7.1%+7.4%75%
Oct '25+1.9%+2.5%+2.8%+3.1%+3.4%+3.7%+4.0%+4.3%+4.6%+4.9%+5.3%+5.6%+5.9%+6.2%+6.5%+6.8%+7.1%+7.4%82%
Nov '25+1.9%+2.6%+2.9%+3.2%+3.5%+3.8%+4.1%+4.3%+4.6%+4.9%+5.2%+5.5%+5.8%+6.0%+6.3%+6.6%+6.9%86%
Dec '25+1.2%+2.4%+2.6%+2.8%+3.0%+3.3%+3.5%+3.7%+3.9%+4.1%+4.3%+4.6%+4.8%+5.0%+5.2%+5.4%45%
Jan '26+2.5%+2.5%+2.7%+2.9%+3.1%+3.3%+3.5%+3.7%+3.9%+4.0%+4.2%+4.4%+4.6%+4.8%+5.0%80%
Feb '26+1.4%+2.3%+2.5%+2.7%+2.8%+3.0%+3.1%+3.3%+3.5%+3.6%+3.8%+3.9%+4.1%+4.2%
Mar '26+2.3%+2.5%+2.7%+2.8%+3.0%+3.1%+3.3%+3.5%+3.6%+3.8%+3.9%+4.1%+4.2%

Forecasts use ordinary least-squares linear regression fitted to the YoY change series over a rolling 1Y window. Each row shows a vintage — the forecast as it would have appeared at that point in time. Projected values apply the forecasted YoY change to the prior year's level, chaining forward where actuals are unavailable. MAPE measures forecast accuracy against realized values. These are mechanical trend extrapolations, not economic models.