Group 1: US Economic Indicators - The US PCE price index increased by 2.2% year-on-year in August, down 0.3 percentage points from the previous value, marking the lowest level since February 2021[5] - Core PCE rose by 2.7% year-on-year, unchanged from the previous value, with a month-on-month increase of 0.1%, the lowest since May this year[5] - Personal consumption expenditures and personal income both grew by 0.2% month-on-month in August, the lowest since January 2024 and July 2023, respectively[6] Group 2: Housing Market Trends - Existing home sales in the US totaled 3.86 million units in August, down 4.22% year-on-year and 2.53% month-on-month; new home sales were 716,000 units, up 9.82% year-on-year but down 4.66% month-on-month[9] - The median sales price of existing homes rose by 3.1% year-on-year to $416,700, while the median price of new homes fell by 4.6% year-on-year to $420,600, marking the seventh consecutive month of decline[9] - The MBA refinancing index increased by 20.3% to 1132.90, the highest level since April 2022, indicating a recovery in housing demand[9] Group 3: Market Expectations and Commodity Prices - The Citigroup Economic Surprise Index for the US rose from -24.2 at the end of August to -6.1 in September, an increase of nearly 75%[12] - Precious metals prices continued to rise, with gold and silver up by 1.3% in the week of September 23-27, 2024, due to anticipated interest rate cuts[13] - Oil prices fell by 2.3% due to supply-side disruptions, while agricultural prices saw significant increases, with soybeans, corn, and wheat rising by 5.3%, 3.9%, and 2.0%, respectively[13]
海外需求观察：2024年第40周
Mai Gao Zheng Quan·2024-10-08 08:02