📉 U.S. Manufacturing Hits 14-Month Low: What It Means for Crypto
The latest ISM Manufacturing PMI data is out, and it’s a wake-up call for macro investors. Coming in at 47.9 for December 2025, the index missed the 48.3 forecast and hit its lowest point in over a year.
The Bottom Line:
Deepening Contraction: For the 10th month straight, the index remains below the 50.0 line, signaling a shrinking manufacturing sector.
The "Risk-On" Barrier: Historically, Bitcoin and high-growth assets struggle for sustained momentum when the PMI is trending downward.
Waiting for the Pivot: For a true bullish "God candle" in risk assets, we typically need to see the ISM cross back above 50.0, signaling a return to economic expansion and fresh liquidity.
Watch out: While the "bad news" might pressure the Fed to pivot sooner, the current trend suggests the U.S. economy is still searching for its floor.
