
The statistics institute estimates an increase of 1.2% compared to August, but the average for the third quarter falls
In September 2026, Italian industrial production recorded an economic recovery with an increase of 1.2% on a monthly basis, driven by capital and intermediate goods, despite a decline in the quarter.
AI-generated summary
Industrial production data released periodically by Istat.
In September 2026, there is a cyclical recovery in seasonally adjusted industrial production after the decline recorded in August.
Istat communicates this by estimating that the index will increase by 1.2% compared to August.
On average in the third quarter the level of production decreased by 0.4% compared to the previous three months.
The monthly seasonally adjusted index presents cyclical increases for capital goods (+1.3%) and intermediate goods (+1.2%); negative changes, however, were recorded by consumer goods (-0.2%) and energy (-1.4%).
Net of calendar effects, in September the general index decreased in trend terms by 0.1% (the calendar working days were 22 as in September 2025).
The reduction is larger for consumer goods and intermediate goods, while growth is observed for capital goods and, above all, for energy.

According to the lawyers Roberto Iaia and Marco Jannon of the Pavia e Ansaldo firm, a possible appeal to the Consulta on the doubts about the constitutionality of the Budget raised by the ABI would take a long time. To correct measures such as IRES, IRAP and superbonus, the best way remains Parliament.

The president of Confindustria's Small Industry, Fausto Bianchi, launches an appeal to the parties for a four-year legislative pact to support SMEs with 10 to 100 employees, in view of the XXII National Forum in Rome.

The Minister of Economy Giancarlo Giorgetti, speaking at the Leadership Forum in Rome, reiterates the objective of keeping public accounts in balance and underlines the critical weight of the cost of energy on Italy's international competitiveness.

Asian and Pacific stock markets closed on a positive note following the higher-than-estimated US inflation data (+0.4% monthly). Tokyo rises by 1.3%, Seoul by 2.6%, Taiwan by 3.62%. Positive futures on Europe and Wall Street. Italian industrial production and requests for US mortgages are on the way.

The spread between German 10-year BTPs and Bunds opens decreasing at 103.4 points compared to 105.7 the day before. The Italian yield drops to 4.33%, the German one to 3.3% and the French one to 4.76%. The differential between French and Italian securities rises to 42.7 points.

The general director of the ABI Marco Elio Rottigni declared that the dilution over ten years of the Superbonus tax credits that can be offset in 2027 could cost the banks around 3 billion in devaluations, with negative effects on income accounts, assets and liquidity starting from the 2026 balance sheets, and raised doubts about the constitutionality of the measure.