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๐Ÿ“Š US January PMI: Expansion Holds, Momentum Cools

The US economy is still growing โ€” but the engine isnโ€™t revving as hard as markets expected.

Key takeaways ๐Ÿ‘‡

๐Ÿ”ธ Services PMI: 52.5

Missed expectations (52.8) and flat vs last month. Services remain in expansion, but growth is plateauing, not accelerating.

๐Ÿ”ธ Manufacturing PMI: 51.9

A marginal uptick from 51.8, yet still below forecasts. Manufacturing is stabilizing, not breaking out.

๐Ÿ”ธ Composite PMI: 52.8

Confirms the broader picture: steady expansion without overheating.

Macro read ๐Ÿง 

This is the textbook soft-landing setup:

Growth โœ”๏ธ

Inflation pressure contained โœ”๏ธ

No recession signal โœ”๏ธ

But also no runaway boom โŒ

For markets, this kind of data:

Keeps rate-cut expectations alive but cautious

Supports hard assets as growth slows without collapsing

Aligns well with goldโ€™s strength as a hedge against policy uncertainty rather than panic

Bottom line:

The US economy isnโ€™t stalling โ€” itโ€™s downshifting. And historically, thatโ€™s a friendly environment for $XAU when uncertainty stays elevated.

$XAU

XAU
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+0.24%

#PMI #SoftLanding #US_Economy #WEFDavos2026