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美国7月制造业自去年12月以来首次出现恶化 关税忧虑仍占主导
news flash· 2025-08-01 13:52
Core Viewpoint - The US manufacturing sector experienced its first decline since December last year in July, primarily driven by tariff concerns dominating the business environment [1] Group 1: Manufacturing Sector Performance - In July, new orders reported by factories showed almost no change, indicating stagnation in demand [1] - Raw materials and finished goods inventories decreased, suggesting a shift in inventory management as previous stockpiling due to tariff fears has peaked [1] - Employment numbers declined as factories reduced workforce in response to rising costs and decreasing sales [1] Group 2: Economic Pressures - Input prices continued to rise significantly, with higher costs likely being passed on to customers, contributing to persistent sales price inflation in July [1] - There are indications that price pressures may have peaked in June, providing a potential easing in future inflation [1] - Factory confidence for the upcoming year has been negatively impacted, primarily due to weakened customer demand, especially in export markets, and inflationary pressures from tariffs [1]
白宫经济顾问委员会主席Miran:如果美联储苦苦追赶特朗普的预测,那就太尴尬了。
news flash· 2025-08-01 13:52
白宫经济顾问委员会主席Miran:如果美联储苦苦追赶特朗普的预测,那就太尴尬了。 ...
标普全球市场情报首席商业经济学家Chris Williamson:由于关税担忧继续主导商业环境,7月份制造业经营状况自去年12月以来首次恶化。
news flash· 2025-08-01 13:52
Core Viewpoint - The manufacturing sector's business conditions deteriorated for the first time since December of the previous year due to ongoing tariff concerns dominating the business environment [1] Group 1 - The chief business economist at S&P Global Market Intelligence, Chris Williamson, highlighted the impact of tariff worries on the manufacturing sector [1]
美国6月营建支出月率、7月ISM制造业PMI、密歇根大学消费者信心指数终值、一年期通胀率预期终值将于十分钟后公布。
news flash· 2025-08-01 13:52
Group 1 - The article highlights the upcoming release of key economic indicators, including June construction spending month-on-month, July ISM manufacturing PMI, final consumer sentiment index from the University of Michigan, and final one-year inflation expectations [1]
美国7月Markit制造业PMI终值 49.8,预期 49.7,初值 49.5。
news flash· 2025-08-01 13:50
美国7月Markit制造业PMI终值 49.8,预期 49.7,初值 49.5。 ...
恐慌指数VIX涨穿20关口,为6月份以来首次,日内涨幅超过22%。标普500指数下跌超百点,跌幅扩大至1.64%。
news flash· 2025-08-01 13:50
Core Insights - The VIX index, a measure of market volatility, has risen above the 20 mark for the first time since June, with an intraday increase exceeding 22% [1] - The S&P 500 index has dropped by over 100 points, reflecting a decline of 1.64% [1]
欧美股市跌幅扩大,纳指跌超2%,法国CAC 40指数跌超3%
news flash· 2025-08-01 13:50
欧股跌幅扩大,欧洲斯托克50指数跌近3%,德国DAX指数跌近3%,英国富时100指数跌1%。美股跌幅 扩大,纳指跌超2%,标普500指数跌1.6%,道指跌1.4%。纳斯达克中国金龙指数跌超2%。 ...