January 2026 Industrial Production Report
Thursday, January 1, 2026
Industrial Production printed at 101.47, a -0.05% move from the prior reading of 101.52.
What to Watch For
- •Headline IP index month-over-month
- •Manufacturing IP (largest component)
- •Capacity utilization rate (inflationary above 80%)
- •Mining sector output (energy proxy)
- •Year-over-year IP trend (recession indicator)
Expected Market Reaction
Weak IP: rates down, industrials sell off, defensive bid. Capacity utilization above 80%: inflationary, rates up. IP collapse alongside weak ISM: strong recession signal, aggressive rate-cut pricing.
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