美国11月核心资本品订单超预期

Core Insights - The increase in new orders for core capital goods in November exceeded market expectations, indicating stable growth in business spending on equipment for the fourth quarter [1][2] Summary by Categories Economic Indicators - The U.S. Census Bureau reported that non-defense capital goods orders, excluding aircraft, rose by 0.7% month-over-month in November, following a downward revision of October's increase to 0.3% [1][2] - Core capital goods shipments increased by 0.4% in November after a 0.8% rise in October [1][2] Consumer Spending and Economic Growth - Prior data indicated strong consumer spending in October and November, contributing to an anticipated annualized GDP growth rate of 5.4% for the fourth quarter, as projected by the Atlanta Federal Reserve Bank [1][2] - The U.S. economy achieved a growth rate of 4.4% in the third quarter (July-September), driven by increased consumer spending and a narrowing trade deficit, with business equipment investment playing a significant role in this growth [1][2]