{"generated_at": "2026-09-05T18:58:43", "last_fetch": "2026-09-05T15:59:22", "boards": [{"key": "manufacturing", "title": "Manufactura", "blurb": "¿De verdad hay más movimiento en planta? Producción, utilización, pedidos, empleo y el dinero que entra a fábricas nuevas.", "series": [{"code": "indpro", "name": "Índice de producción industrial", "description": "Producción industrial total de EE. UU., 2017 = 100. 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Excluye minería y servicios públicos.", "unit": "idx", "freq": "m", "decimals": 1, "source": "FRED, Federal Reserve", "source_url": "https://fred.stlouisfed.org/series/IPMAN", "last_fetch": "2026-09-05T15:52:37", "latest": {"date": "2026-07-01", "value": 99.314}, "prev": {"date": "2026-06-01", "value": 99.1524}, "yoy": {"date": "2025-07-01", "value": 98.0693, "pct": 1.27}, "points": [["2016-08-01", 99.1988], ["2016-09-01", 99.3936], ["2016-10-01", 99.4863], ["2016-11-01", 99.3724], ["2016-12-01", 99.3843], ["2017-01-01", 99.5441], ["2017-02-01", 99.4265], ["2017-03-01", 99.1019], ["2017-04-01", 100.3189], ["2017-05-01", 100.1472], ["2017-06-01", 100.1949], ["2017-07-01", 99.8077], ["2017-08-01", 99.6412], ["2017-09-01", 99.6858], ["2017-10-01", 100.7464], ["2017-11-01", 100.8253], ["2017-12-01", 100.5601], ["2018-01-01", 100.2412], ["2018-02-01", 101.1146], ["2018-03-01", 101.06], ["2018-04-01", 101.8116], ["2018-05-01", 100.9887], ["2018-06-01", 101.7103], ["2018-07-01", 101.7704], ["2018-08-01", 102.0029], ["2018-09-01", 102.0449], ["2018-10-01", 101.6625], ["2018-11-01", 101.403], ["2018-12-01", 101.769], ["2019-01-01", 100.8777], ["2019-02-01", 100.2878], ["2019-03-01", 100.0465], ["2019-04-01", 99.4028], ["2019-05-01", 99.3987], ["2019-06-01", 99.7717], ["2019-07-01", 99.0618], ["2019-08-01", 99.7154], ["2019-09-01", 98.9031], ["2019-10-01", 98.0889], ["2019-11-01", 98.9065], ["2019-12-01", 98.9568], ["2020-01-01", 98.6069], ["2020-02-01", 98.8309], ["2020-03-01", 94.3639], ["2020-04-01", 79.8587], ["2020-05-01", 83.4204], ["2020-06-01", 89.9764], ["2020-07-01", 93.2857], ["2020-08-01", 94.6243], ["2020-09-01", 94.5995], ["2020-10-01", 95.5707], ["2020-11-01", 96.0944], ["2020-12-01", 96.8555], ["2021-01-01", 97.7998], ["2021-02-01", 93.7406], ["2021-03-01", 96.6782], ["2021-04-01", 96.8939], ["2021-05-01", 97.9551], ["2021-06-01", 97.9706], ["2021-07-01", 98.8487], ["2021-08-01", 98.2683], ["2021-09-01", 97.0654], ["2021-10-01", 98.4333], ["2021-11-01", 99.0146], ["2021-12-01", 98.897], ["2022-01-01", 97.9535], ["2022-02-01", 98.5223], ["2022-03-01", 98.9704], ["2022-04-01", 98.9204], ["2022-05-01", 98.4799], ["2022-06-01", 97.9383], ["2022-07-01", 98.0214], ["2022-08-01", 98.0019], ["2022-09-01", 97.9936], ["2022-10-01", 98.239], ["2022-11-01", 97.4555], ["2022-12-01", 95.7545], ["2023-01-01", 97.4332], ["2023-02-01", 97.4821], ["2023-03-01", 96.8552], ["2023-04-01", 97.7738], ["2023-05-01", 97.5956], ["2023-06-01", 96.9217], ["2023-07-01", 97.3075], ["2023-08-01", 97.2654], ["2023-09-01", 97.3037], ["2023-10-01", 96.786], ["2023-11-01", 97.2483], ["2023-12-01", 97.2445], ["2024-01-01", 95.7457], ["2024-02-01", 96.9553], ["2024-03-01", 97.0896], ["2024-04-01", 96.564], ["2024-05-01", 97.1046], ["2024-06-01", 96.9264], ["2024-07-01", 96.1663], ["2024-08-01", 96.6244], ["2024-09-01", 96.0864], ["2024-10-01", 95.4449], ["2024-11-01", 95.7246], ["2024-12-01", 96.1524], ["2025-01-01", 95.7673], ["2025-02-01", 96.9554], ["2025-03-01", 97.3898], ["2025-04-01", 97.3314], ["2025-05-01", 97.2482], ["2025-06-01", 97.5794], ["2025-07-01", 98.0693], ["2025-08-01", 98.084], ["2025-09-01", 98.0473], ["2025-10-01", 97.2128], ["2025-11-01", 97.1299], ["2025-12-01", 96.9857], ["2026-01-01", 97.0786], ["2026-02-01", 97.733], ["2026-03-01", 98.0678], ["2026-04-01", 98.7618], ["2026-05-01", 98.8119], ["2026-06-01", 99.1524], ["2026-07-01", 99.314]]}, {"code": "mcumfn", "name": "Utilización de capacidad manufacturera", "description": "Porcentaje de la capacidad manufacturera en uso. Arriba de 80% las plantas están al límite; abajo de 75% tienen holgura.", "unit": "%", "freq": "m", "decimals": 1, "source": "FRED, Federal Reserve", "source_url": "https://fred.stlouisfed.org/series/MCUMFN", "last_fetch": "2026-09-05T15:52:37", "latest": {"date": "2026-07-01", "value": 75.9621}, "prev": {"date": "2026-06-01", "value": 75.9026}, "yoy": {"date": "2025-07-01", "value": 75.8707, "pct": 0.12}, "points": [["2016-08-01", 76.0902], ["2016-09-01", 76.2173], ["2016-10-01", 76.2794], ["2016-11-01", 76.1979], ["2016-12-01", 76.2277], ["2017-01-01", 76.3856], ["2017-02-01", 76.3458], ["2017-03-01", 76.16], ["2017-04-01", 77.1705], ["2017-05-01", 77.1223], ["2017-06-01", 77.2492], ["2017-07-01", 77.0437], ["2017-08-01", 77.0086], ["2017-09-01", 77.1335], ["2017-10-01", 78.0404], ["2017-11-01", 78.1803], ["2017-12-01", 78.0446], ["2018-01-01", 77.8575], ["2018-02-01", 78.5845], ["2018-03-01", 78.5797], ["2018-04-01", 79.1923], ["2018-05-01", 78.5703], ["2018-06-01", 79.1408], ["2018-07-01", 79.1885], ["2018-08-01", 79.3649], ["2018-09-01", 79.3896], ["2018-10-01", 79.0829], ["2018-11-01", 78.8728], ["2018-12-01", 79.1512], ["2019-01-01", 78.4546], ["2019-02-01", 77.9977], ["2019-03-01", 77.8167], ["2019-04-01", 77.3266], ["2019-05-01", 77.3386], ["2019-06-01", 77.6484], ["2019-07-01", 77.1189], ["2019-08-01", 77.6535], ["2019-09-01", 77.0507], ["2019-10-01", 76.4496], ["2019-11-01", 77.1244], ["2019-12-01", 77.2053], ["2020-01-01", 76.9774], ["2020-02-01", 77.2033], ["2020-03-01", 73.7668], ["2020-04-01", 62.4754], ["2020-05-01", 65.3154], ["2020-06-01", 70.5106], ["2020-07-01", 73.1726], ["2020-08-01", 74.2964], ["2020-09-01", 74.3524], ["2020-10-01", 75.1925], ["2020-11-01", 75.6805], ["2020-12-01", 76.354], ["2021-01-01", 77.1699], ["2021-02-01", 74.0286], ["2021-03-01", 76.4058], ["2021-04-01", 76.6281], ["2021-05-01", 77.5117], ["2021-06-01", 77.5594], ["2021-07-01", 78.2805], ["2021-08-01", 77.8379], ["2021-09-01", 76.894], ["2021-10-01", 77.9803], ["2021-11-01", 78.439], ["2021-12-01", 78.3404], ["2022-01-01", 77.585], ["2022-02-01", 78.0262], ["2022-03-01", 78.3705], ["2022-04-01", 78.3191], ["2022-05-01", 77.9575], ["2022-06-01", 77.515], ["2022-07-01", 77.5659], ["2022-08-01", 77.5335], ["2022-09-01", 77.5079], ["2022-10-01", 77.6805], ["2022-11-01", 77.0373], ["2022-12-01", 75.6673], ["2023-01-01", 76.9659], ["2023-02-01", 76.9753], ["2023-03-01", 76.4495], ["2023-04-01", 77.1414], ["2023-05-01", 76.9659], ["2023-06-01", 76.398], ["2023-07-01", 76.664], ["2023-08-01", 76.5909], ["2023-09-01", 76.5797], ["2023-10-01", 76.1299], ["2023-11-01", 76.4498], ["2023-12-01", 76.4022], ["2024-01-01", 75.1799], ["2024-02-01", 76.0838], ["2024-03-01", 76.1421], ["2024-04-01", 75.6821], ["2024-05-01", 76.0561], ["2024-06-01", 75.865], ["2024-07-01", 75.2171], ["2024-08-01", 75.5198], ["2024-09-01", 75.0416], ["2024-10-01", 74.4805], ["2024-11-01", 74.6357], ["2024-12-01", 74.9036], ["2025-01-01", 74.536], ["2025-02-01", 75.3898], ["2025-03-01", 75.6543], ["2025-04-01", 75.5341], ["2025-05-01", 75.393], ["2025-06-01", 75.5712], ["2025-07-01", 75.8707], ["2025-08-01", 75.8014], ["2025-09-01", 75.6918], ["2025-10-01", 74.9662], ["2025-11-01", 74.8205], ["2025-12-01", 74.6279], ["2026-01-01", 74.6388], ["2026-02-01", 75.0712], ["2026-03-01", 75.2613], ["2026-04-01", 75.7302], ["2026-05-01", 75.7055], ["2026-06-01", 75.9026], ["2026-07-01", 75.9621]]}, {"code": "manemp", "name": "Empleos en manufactura", "description": "Personas empleadas en manufactura en EE. UU., en miles, desestacionalizado.", "unit": "k", "freq": "m", "decimals": 0, "source": "FRED, Bureau of Labor Statistics", "source_url": "https://fred.stlouisfed.org/series/MANEMP", "last_fetch": "2026-09-05T15:52:38", "latest": {"date": "2026-08-01", "value": 12638.0}, "prev": {"date": "2026-07-01", "value": 12622.0}, "yoy": {"date": "2025-08-01", "value": 12615.0, "pct": 0.18}, "points": [["2016-09-01", 12317.0], ["2016-10-01", 12316.0], ["2016-11-01", 12311.0], ["2016-12-01", 12324.0], ["2017-01-01", 12334.0], ["2017-02-01", 12350.0], ["2017-03-01", 12361.0], ["2017-04-01", 12367.0], ["2017-05-01", 12377.0], ["2017-06-01", 12390.0], ["2017-07-01", 12390.0], ["2017-08-01", 12435.0], ["2017-09-01", 12443.0], ["2017-10-01", 12457.0], ["2017-11-01", 12472.0], ["2017-12-01", 12501.0], ["2018-01-01", 12527.0], ["2018-02-01", 12551.0], ["2018-03-01", 12576.0], ["2018-04-01", 12595.0], ["2018-05-01", 12623.0], ["2018-06-01", 12656.0], ["2018-07-01", 12676.0], ["2018-08-01", 12688.0], ["2018-09-01", 12710.0], ["2018-10-01", 12731.0], ["2018-11-01", 12741.0], ["2018-12-01", 12761.0], ["2019-01-01", 12790.0], ["2019-02-01", 12782.0], ["2019-03-01", 12788.0], ["2019-04-01", 12785.0], ["2019-05-01", 12778.0], ["2019-06-01", 12787.0], ["2019-07-01", 12790.0], ["2019-08-01", 12789.0], ["2019-09-01", 12787.0], ["2019-10-01", 12733.0], ["2019-11-01", 12777.0], ["2019-12-01", 12760.0], ["2020-01-01", 12745.0], ["2020-02-01", 12743.0], ["2020-03-01", 12684.0], ["2020-04-01", 11382.0], ["2020-05-01", 11610.0], ["2020-06-01", 11950.0], ["2020-07-01", 11973.0], ["2020-08-01", 11999.0], ["2020-09-01", 12057.0], ["2020-10-01", 12086.0], ["2020-11-01", 12118.0], ["2020-12-01", 12153.0], ["2021-01-01", 12142.0], ["2021-02-01", 12172.0], ["2021-03-01", 12229.0], ["2021-04-01", 12193.0], ["2021-05-01", 12216.0], ["2021-06-01", 12247.0], ["2021-07-01", 12305.0], ["2021-08-01", 12353.0], ["2021-09-01", 12393.0], ["2021-10-01", 12453.0], ["2021-11-01", 12498.0], ["2021-12-01", 12537.0], ["2022-01-01", 12564.0], ["2022-02-01", 12601.0], ["2022-03-01", 12674.0], ["2022-04-01", 12726.0], ["2022-05-01", 12735.0], ["2022-06-01", 12767.0], ["2022-07-01", 12800.0], ["2022-08-01", 12832.0], ["2022-09-01", 12849.0], ["2022-10-01", 12883.0], ["2022-11-01", 12896.0], ["2022-12-01", 12895.0], ["2023-01-01", 12903.0], ["2023-02-01", 12898.0], ["2023-03-01", 12888.0], ["2023-04-01", 12884.0], ["2023-05-01", 12869.0], ["2023-06-01", 12875.0], ["2023-07-01", 12862.0], ["2023-08-01", 12861.0], ["2023-09-01", 12872.0], ["2023-10-01", 12837.0], ["2023-11-01", 12859.0], ["2023-12-01", 12872.0], ["2024-01-01", 12875.0], ["2024-02-01", 12852.0], ["2024-03-01", 12836.0], ["2024-04-01", 12833.0], ["2024-05-01", 12825.0], ["2024-06-01", 12814.0], ["2024-07-01", 12806.0], ["2024-08-01", 12772.0], ["2024-09-01", 12758.0], ["2024-10-01", 12697.0], ["2024-11-01", 12711.0], ["2024-12-01", 12693.0], ["2025-01-01", 12673.0], ["2025-02-01", 12671.0], ["2025-03-01", 12666.0], ["2025-04-01", 12662.0], ["2025-05-01", 12651.0], ["2025-06-01", 12636.0], ["2025-07-01", 12625.0], ["2025-08-01", 12615.0], ["2025-09-01", 12612.0], ["2025-10-01", 12603.0], ["2025-11-01", 12593.0], ["2025-12-01", 12580.0], ["2026-01-01", 12582.0], ["2026-02-01", 12583.0], ["2026-03-01", 12598.0], ["2026-04-01", 12597.0], ["2026-05-01", 12595.0], ["2026-06-01", 12608.0], ["2026-07-01", 12622.0], ["2026-08-01", 12638.0]]}, {"code": "amtmno", "name": "Nuevos pedidos a fabricantes", "description": "Valor de los nuevos pedidos que reciben los fabricantes de EE. 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El boom del reshoring en una sola línea.", "unit": "$B/yr", "freq": "m", "decimals": 0, "source": "FRED, Census Bureau", "source_url": "https://fred.stlouisfed.org/series/TLMFGCONS", "last_fetch": "2026-09-05T15:52:39", "latest": {"date": "2026-07-01", "value": 169.795}, "prev": {"date": "2026-06-01", "value": 171.476}, "yoy": {"date": "2025-07-01", "value": 215.594, "pct": -21.24}, "points": [["2016-08-01", 80.772], ["2016-09-01", 78.026], ["2016-10-01", 75.555], ["2016-11-01", 77.386], ["2016-12-01", 76.513], ["2017-01-01", 72.991], ["2017-02-01", 70.057], ["2017-03-01", 72.26], ["2017-04-01", 71.506], ["2017-05-01", 73.857], ["2017-06-01", 71.187], ["2017-07-01", 70.775], ["2017-08-01", 68.311], ["2017-09-01", 68.975], ["2017-10-01", 69.316], ["2017-11-01", 69.901], ["2017-12-01", 70.259], ["2018-01-01", 68.937], ["2018-02-01", 71.904], ["2018-03-01", 70.005], ["2018-04-01", 70.296], ["2018-05-01", 72.039], ["2018-06-01", 71.996], ["2018-07-01", 70.662], ["2018-08-01", 75.139], ["2018-09-01", 74.819], ["2018-10-01", 73.806], ["2018-11-01", 74.022], ["2018-12-01", 76.85], ["2019-01-01", 77.237], ["2019-02-01", 80.999], ["2019-03-01", 81.372], ["2019-04-01", 82.057], ["2019-05-01", 81.392], ["2019-06-01", 81.813], ["2019-07-01", 81.803], ["2019-08-01", 81.473], ["2019-09-01", 81.672], ["2019-10-01", 79.498], ["2019-11-01", 81.758], ["2019-12-01", 81.03], ["2020-01-01", 79.492], ["2020-02-01", 78.023], ["2020-03-01", 78.369], ["2020-04-01", 74.089], ["2020-05-01", 73.394], ["2020-06-01", 74.956], ["2020-07-01", 76.034], ["2020-08-01", 74.305], ["2020-09-01", 73.451], ["2020-10-01", 75.113], ["2020-11-01", 73.596], ["2020-12-01", 74.784], ["2021-01-01", 76.407], ["2021-02-01", 75.896], ["2021-03-01", 77.935], ["2021-04-01", 76.696], ["2021-05-01", 76.435], ["2021-06-01", 79.323], ["2021-07-01", 80.888], ["2021-08-01", 81.435], ["2021-09-01", 83.013], ["2021-10-01", 87.21], ["2021-11-01", 93.539], ["2021-12-01", 94.605], ["2022-01-01", 97.878], ["2022-02-01", 100.267], ["2022-03-01", 104.096], ["2022-04-01", 111.586], ["2022-05-01", 116.068], ["2022-06-01", 116.675], ["2022-07-01", 127.042], ["2022-08-01", 128.104], ["2022-09-01", 139.493], ["2022-10-01", 141.436], ["2022-11-01", 153.107], ["2022-12-01", 159.231], ["2023-01-01", 172.097], ["2023-02-01", 179.099], ["2023-03-01", 187.446], ["2023-04-01", 199.222], ["2023-05-01", 197.639], ["2023-06-01", 200.828], ["2023-07-01", 202.064], ["2023-08-01", 206.423], ["2023-09-01", 205.054], ["2023-10-01", 218.795], ["2023-11-01", 226.885], ["2023-12-01", 230.263], ["2024-01-01", 233.759], ["2024-02-01", 235.216], ["2024-03-01", 238.676], ["2024-04-01", 242.376], ["2024-05-01", 243.306], ["2024-06-01", 248.899], ["2024-07-01", 248.23], ["2024-08-01", 249.757], ["2024-09-01", 250.233], ["2024-10-01", 246.526], ["2024-11-01", 250.089], ["2024-12-01", 242.048], ["2025-01-01", 237.485], ["2025-02-01", 237.155], ["2025-03-01", 227.339], ["2025-04-01", 227.64], ["2025-05-01", 223.805], ["2025-06-01", 219.564], ["2025-07-01", 215.594], ["2025-08-01", 211.142], ["2025-09-01", 205.019], ["2025-10-01", 202.687], ["2025-11-01", 195.15], ["2025-12-01", 181.798], ["2026-01-01", 184.187], ["2026-02-01", 181.879], ["2026-03-01", 179.814], ["2026-04-01", 177.023], ["2026-05-01", 173.641], ["2026-06-01", 171.476], ["2026-07-01", 169.795]]}]}, {"key": "software", "title": "Software y SaaS", "blurb": "A dónde va el dinero del software: inversión empresarial en software, empleos de programación, los ingresos de los referentes SaaS y el tirón del ERP de código abierto.", "series": [{"code": "sw_invest", "name": "Inversión empresarial en software", "description": "Inversión fija privada en software en EE. 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Fijate que las fábricas siguen creciendo, pero la plata se está moviendo hacia software e inteligencia artificial, no hacia planta nueva. Los nuevos pedidos de manufactura subieron 9.9% contra el año pasado, pero el gasto en construcción de manufactura cayó 21.2% en el mismo periodo. Si vos manejás operaciones, esa es la noticia del mes: la demanda es real, pero nadie quiere meterse a construir capacidad nueva.

Manufacturing

El índice de producción industrial subió a 103.0 en julio, de 102.8 el mes anterior, y 1.1% arriba comparado con hace un año. El índice de producción manufacturera llegó a 99.3, 1.3% más que el año pasado, y la utilización de capacidad se mantuvo en 76.0%, casi sin cambio. Los nuevos pedidos llegaron a $664 mil millones, subiendo de $658 mil millones y 9.9% arriba del año pasado. El empleo en manufactura casi no se movió, solo 0.2% arriba, a 12,638,000 empleos. O sea: las plantas están trabajando más lleno y recibiendo más pedidos, pero nadie está contratando más gente ni construyendo planta nueva. El gasto en construcción de manufactura bajó 21.2% comparado con el año pasado, a $170 mil millones.

Software & SaaS

La inversión empresarial en software llegó a $817 mil millones al año, 9.5% arriba del año pasado. Los grandes proveedores lo confirman: los ingresos de Microsoft subieron 17.8% en su año fiscal, los de Oracle 17.4%, y los de ServiceNow 20.9%. Pero el empleo en servicios de programación a la medida en realidad bajó 1.3% comparado con el año pasado, a 2,363,000. Las empresas están gastando más en software y contratando menos programadores a la medida, están comprando plataforma en vez de construir algo desde cero. Del lado de ERP de código abierto, Odoo va adelante con 54,176 estrellas en GitHub, seguido de ERPNext con 38,909 y Dolibarr con 7,574.

AI & agentic work

El gasto de capital en infraestructura de IA sigue subiendo rápido. El capex de Oracle subió 162.4% comparado con el año pasado, el de Meta 87.1%, el de Microsoft 79.6%, el de Alphabet 74.1%, y el de Amazon 58.8%. Epoch AI contó 106 modelos de IA notables lanzados el año pasado, arriba de 98 el año anterior. Del lado de las herramientas para construir agentes, LangChain va primero entre los frameworks de código abierto con 145,696 estrellas en GitHub, seguido de AutoGen con 60,815, CrewAI con 58,110, y el OpenAI Agents SDK con 29,205. Las herramientas para construir agentes están madurando rápido, mientras las grandes tecnológicas siguen gastando fuerte en el hardware que está atrás de todo esto.

Energy

La generación de electricidad saltó a un índice de 124.3 en julio, de 110.8 el mes anterior, aunque solo sube 1.3% comparado con el año pasado. La producción de servicios públicos subió a 110.7, 0.7% arriba del año pasado. La demanda de energía se está moviendo, y no es casualidad viendo los números de capex de arriba.

What this means for a mid-sized operator

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