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海外周报第95期:未来一周关注美欧日6月制造业PMI-20250623
Huachuang Securities· 2025-06-23 09:45
Economic Data Overview - Upcoming key economic data includes the June PMI for the US, Eurozone, and Japan, with specific dates for release noted[2][12][13] - Recent US retail sales fell by 0.9% in May, below the expected 0.6%, with previous values revised down[3][10] - Eurozone's May CPI final value matched expectations at 1.9%, with core CPI at 2.3%[3][10] Employment and Consumer Confidence - Initial jobless claims in the US were 245,000, aligning with expectations, while continuing claims slightly decreased to 1.945 million[5][25] - Consumer confidence indicators are set to be released next week, which may impact market sentiment[2][12] Price Trends - Global commodity prices increased by 0.8% week-on-week, while US gasoline prices rose to $3.02 per gallon, up 1.1%[6][27] - The US import price index showed a 0% change in May, exceeding the expected decline of 0.2%[3][10] Financial Conditions - US financial conditions index remained stable at 0.292, while the Eurozone index slightly declined to 0.905, indicating tighter conditions[6][31] - Long-term bond spreads narrowed between the US and Japan, as well as between the US and Germany, reflecting changing market dynamics[6][37]
欧元区6月消费者信心指数初值为-15.3,预期为-14.5,前值为-15.2。
news flash· 2025-06-20 14:07
欧元区6月消费者信心指数初值为-15.3,预期为-14.5,前值为-15.2。 ...
欧元区6月消费者信心指数初值 -15.3,预期-14.5,前值-15.2。
news flash· 2025-06-20 14:04
欧元区6月消费者信心指数初值 -15.3,预期-14.5,前值-15.2。 ...
欧元区6月消费者信心指数初值、美国5月谘商会领先指标月率将于十分钟后公布。
news flash· 2025-06-20 13:55
Group 1 - The Eurozone's consumer confidence index for June is set to be released shortly, indicating potential shifts in consumer sentiment [1] - The US Conference Board's leading economic index for May will also be published soon, which may provide insights into future economic trends [1]
英国6月Gfk消费者信心指数录得-18,为2024年12月以来新高。
news flash· 2025-06-19 23:05
英国6月Gfk消费者信心指数录得-18,为2024年12月以来新高。 ...
英国6月Gfk消费者信心指数 -18,预期-20,前值-20。
news flash· 2025-06-19 23:05
英国6月Gfk消费者信心指数 -18,预期-20,前值-20。 ...
英国6月Gfk消费者信心指数将于十分钟后公布。
news flash· 2025-06-19 23:00
英国6月Gfk消费者信心指数将于十分钟后公布。 ...
今日重点关注的财经数据与事件:2025年6月20日 周五
news flash· 2025-06-19 16:07
Group 1 - Key Point 1: The article highlights key economic data and events to be monitored on June 20, 2025, including various consumer confidence indices and retail sales figures [1] - Key Point 2: Important announcements include speeches from Russian President Putin and Bank of Japan Governor Ueda, which may influence market sentiment [1] - Key Point 3: The article lists specific times for the release of economic indicators such as the UK Gfk Consumer Confidence Index and the US Philadelphia Fed Manufacturing Index [1] Group 2 - Key Point 1: The article emphasizes the significance of the Chinese one-year loan market quotation rate to be released on June 20, which could impact lending rates and economic activity [1] - Key Point 2: The German Producer Price Index (PPI) and UK retail sales figures are also highlighted as critical indicators for assessing economic health in Europe [1] - Key Point 3: The article notes the scheduled release of the Eurozone consumer confidence index, which is crucial for understanding consumer sentiment in the region [1]
美国5月零售销售数据遭遇重挫,汽车及建筑材料领跌
Xin Hua Cai Jing· 2025-06-17 13:45
Core Viewpoint - The U.S. retail sales in May experienced the largest decline of the year, indicating a significant suppressive effect of the new tariff policy on consumer spending, particularly in the automotive sector [1][2]. Economic Data Summary - U.S. retail sales fell by 0.9% month-on-month in May, worse than the market expectation of a 0.6% decline, with the previous value revised down to -0.1% [2]. - Excluding automobiles, sales decreased by 0.3%, also below the expected increase of 0.2% [2]. - Among 13 categories, 7 saw a decline in sales, with building materials and motor vehicles experiencing the largest drops [2]. Consumer Behavior Insights - Consumers are systematically reducing spending after a prior surge driven by tariff-related purchasing [3]. - The restaurant and accommodation sectors, key indicators of service consumption, recorded the second-largest monthly decline of the year, reflecting a tightening in non-essential spending [2][3]. - A media survey indicated that 60% of American households have significantly cut back on discretionary spending due to concerns over economic downturn risks [3]. Sector Performance - In May, sales in home and garden centers dropped by 2.7%, electronics and appliance stores fell by 0.6%, and grocery stores decreased by 0.7% [4]. - Conversely, online retailers saw a sales increase of 0.9%, clothing stores grew by 0.8%, and furniture stores rose by 1.2% [4]. Future Economic Outlook - Historical trends suggest that price increases may be most pronounced in July, with the full impact of tariffs expected to gradually manifest later in the year, potentially suppressing real income growth [4][6]. - Despite the current decline in consumer confidence, stable inflation and low unemployment rates may support sustained consumer growth in the coming months [3].