美国数据：10月贸易逆差骤降至2009年中以来最低，不及预期一半

Core Viewpoint - The U.S. trade deficit significantly narrowed in October to its lowest level since mid-2009, primarily due to a decline in imports, which could potentially boost economic growth in the fourth quarter if the trend continues [1][4]. Trade Deficit Summary - The trade deficit decreased by 39.0% to $29.4 billion, the lowest since June 2009 [1][4]. - Economists had previously expected the deficit to widen to $58.9 billion [5]. Import and Export Analysis - Imports fell by 3.2% to $331.4 billion, with goods imports dropping 4.5% to $255.0 billion, the lowest since June 2023 [5]. - The decline in imports may be linked to the broad tariffs implemented by former President Trump and a softening domestic demand [5]. - Industrial goods imports decreased by $2.7 billion, reaching the lowest level since February 2021, primarily due to a $1.4 billion drop in non-monetary gold imports, which do not count towards GDP [5]. - Consumer goods imports fell by $14.0 billion to the lowest level since June 2020, largely driven by a $14.3 billion decrease in pharmaceutical preparations [5]. - Capital goods imports increased by $6.8 billion, supported by computer parts, communication equipment, and computers, potentially linked to investments in artificial intelligence [5]. - Exports rose by 2.6% to a record $302.0 billion, with goods exports surging 3.8% to $195.9 billion, also a historical high, driven by non-monetary gold and other precious metals [5]. Economic Growth Projections - The Atlanta Federal Reserve currently projects a 2.7% annualized growth rate for GDP in the fourth quarter, following a 4.3% growth in the third quarter [3][7].