扛住美国关税冲击 欧元区PMI以15个月最快速度扩张

Group 1 - The Eurozone private sector expanded at the fastest pace in 15 months, with the composite Purchasing Managers' Index (PMI) rising from 50.9 in July to 51.1 in August, exceeding analysts' expectations of 50.6 [1][4] - The manufacturing PMI increased to 50.5, marking the first expansion since June 2022, while the service sector showed slight weakening but remained in line with expectations [1][4] - Germany's manufacturing sector is nearing the end of a three-year downturn, indicating a potential recovery in the Eurozone economy [1][4] Group 2 - Despite challenges such as US tariffs and general uncertainty, businesses across the Eurozone are performing relatively well, as noted by economists [4] - The Euro to US dollar exchange rate stabilized at 1.1654, while German 10-year bond yields rose by 2 basis points to 2.73%, reflecting market confidence [4] - The Eurozone's economy unexpectedly grew by 0.1% in the second quarter, although this was significantly lower than the previous quarter's growth of 0.6% [4] Group 3 - The European Central Bank (ECB) is expected to maintain the deposit rate at 2% during the September meeting, following a pause in rate changes after eight consecutive cuts [5] - The UK composite PMI rose to 53 in August, outperforming market expectations, while the US composite PMI data is anticipated to remain above 50 [5]