12月22日 中国公布12月LPR 美国公布11月耐用品订单月率初值 点评：北京时间12月23日21:30，美国商务部将公布美国11月耐用品订单初值。预期美国11月耐用品订 单月率初值为-1.4%，前值为0.5%。如果美国11月耐用品订单月率初值低于前值，将抑制有色金属、原 油及相关商品期货价格上涨，但是将轻度有助于黄金、白银、铂、钯期货价格上涨。 美国公布11月工业产出 点评：北京时间12月23日22:15，美联储将公布美国11月工业产出。预期美国11月工业产出月率为 0.1%，前值为0.1%。 美国公布12月谘商会消费者信心指数 点评：北京时间12月23日23:00，美国将公布美国12月谘商会消费者信心指数。预期美国12月谘商会消 费者信心指数为91.7，前值为88.7。如果美国12月谘商会消费者信心指数高于前值，将抑制黄金、白 银、铂、钯期货价格上涨，但是将有助于有色金属、原油及相关商品期货价格上涨。 12月24日 点评：12月22日9:00，中国人民银行授权全国银行间同业拆借中心公布2025年12月22日贷款市场报价利 率（LPR）。预期1年期LPR为3.00%，与前值持平；预期5年期以上LPR为3. ...

Group 1 - Australia's October weighted CPI year-on-year data will be released at 08:30 [1] - The Reserve Bank of New Zealand will announce its interest rate decision at 09:00 [1] - UK Chancellor of the Exchequer, Reeves, will present the budget proposal at 20:30 [1] Group 2 - Initial jobless claims in the US for the week ending November 22 will be reported at 21:30, along with September durable goods orders month-on-month data [1] - Chicago PMI for November will be released at 22:45 [1] - Annualized new home sales in the US for September will be reported at 23:00 [1] Group 3 - EIA crude oil inventory for the week ending November 21 will be released at 23:30 [1] - EIA natural gas inventory for the week ending November 21 will be reported at 01:00 the next day [1] - Total oil rig count in the US for the week ending November 28 will be released at 02:00 the next day [1] Group 4 - The Federal Reserve will publish the Beige Book on economic conditions at 03:00 the next day [1]

Core Viewpoint - In June, U.S. durable goods orders recorded a month-on-month decline of 9.3%, marking the largest drop since April 2020 [1] Summary by Category Economic Impact - The 9.3% decrease in durable goods orders indicates a significant contraction in manufacturing and consumer demand, which could have broader implications for economic growth [1] Industry Analysis - This decline may affect various sectors reliant on durable goods, including manufacturing, transportation, and retail, potentially leading to reduced production schedules and inventory adjustments [1] Market Reaction - The substantial drop in orders may influence investor sentiment and market forecasts, prompting a reassessment of growth projections for the manufacturing sector [1]

Core Insights - In June, US durable goods orders decreased by 9.3%, which was better than the expected decline of 10.8% [1] - The previous month's value was revised from 16.40% to 16.5% [1] Summary by Category - **Durable Goods Orders** - The month-over-month change in durable goods orders for June was a decrease of 9.3% [1] - The forecasted decline was 10.8%, indicating a less severe drop than anticipated [1] - **Revisions** - The prior month's durable goods orders were revised upward from 16.40% to 16.5% [1]

Core Viewpoint - The U.S. durable goods orders for June are set to be released in ten minutes, indicating a key economic indicator that reflects the health of the manufacturing sector and consumer demand [1] Group 1 - The announcement of the durable goods orders is a significant event for investors and analysts, as it provides insights into future economic activity [1]

Group 1 - The core point of the article is that the final value of U.S. durable goods orders for May is reported at 16.4%, matching both the forecast and the previous value of 16.40% [1]

Core Viewpoint - In May, U.S. durable goods orders increased by 16.4%, significantly surpassing the expected growth of 8.5% and showing a revision from the previous value of -6.30% to -6.6% [1] Summary by Relevant Categories - **Durable Goods Orders Performance** - The durable goods orders for May showed a remarkable increase of 16.4% [1] - This growth exceeded market expectations, which were set at 8.5% [1] - The prior month's value was revised from -6.30% to -6.6%, indicating a notable adjustment in previous data [1]

Core Point - The core point of the article is that U.S. durable goods orders recorded a month-on-month increase of 16.4% in May, marking the largest growth since July 2014 [1] Group 1 - The 16.4% increase in durable goods orders is the highest monthly growth rate observed since July 2014 [1] - This significant rise indicates a strong rebound in manufacturing and consumer demand [1] - The data suggests potential positive implications for economic growth and investment opportunities in related sectors [1]

Core Insights - The article highlights the upcoming release of key economic indicators, including initial jobless claims, May durable goods orders month-over-month, final value of first-quarter real personal consumption expenditures quarter-over-quarter, real GDP, and core PCE price index annualized quarter-over-quarter [1] Economic Indicators - Initial jobless claims data from the previous week will be published shortly [1] - May durable goods orders will be reported on a month-over-month basis [1] - The final value of first-quarter real personal consumption expenditures will be released, reflecting quarter-over-quarter changes [1] - Real GDP figures will also be disclosed, providing insights into economic growth [1] - The core PCE price index annualized quarter-over-quarter will be included, which is a key measure of inflation [1]

Core Viewpoint - In April, U.S. durable goods orders recorded a month-on-month decline of 6.3%, marking the largest drop since June 2024 [1] Summary by Relevant Categories Economic Indicators - The 6.3% decrease in durable goods orders is significant, indicating potential weakness in manufacturing and consumer demand [1] Industry Impact - The decline may affect various sectors reliant on durable goods, including manufacturing, transportation, and retail, suggesting a potential slowdown in economic activity [1]