Economic Data Review - U.S. durable goods orders in June fell by 9.3% month-on-month, the largest decline since April 2020[1] - July manufacturing PMI in the U.S. dropped to 49.5, the lowest since December 2024[7] - Eurozone manufacturing PMI in July reached 49.8, the highest since July 2022[7] U.S. Economic Indicators - The WEI index for the U.S. decreased to 2.22% from 2.34% in the previous week[10] - The Redbook retail sales year-on-year growth in the U.S. fell to 5.1%, down from 5.2%[12] - The 30-year mortgage rate in the U.S. decreased to 6.74% from 6.75% the previous week[15] Financial Conditions - Bloomberg financial conditions index for the U.S. rose to 0.644 from 0.549 a week earlier[29] - The offshore dollar liquidity improved, with the 3-month basis swap for JPY/USD at -22.3589bp, up from -24.6876bp a week prior[31] - The 10-year bond yield spread between the U.S. and Eurozone narrowed to 167.7bp from 168.3bp[33]
海外周报第100期：美国6月耐用品订单环比创过去五年以来最大降幅-20250728
Huachuang Securities·2025-07-28 12:24