市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 美国12月ISM制造业指数 47.9，预期 48.4，前值 48.2。 美国12月ISM制造业新订单指数 47.7，前值 47.4。 美国12月ISM制造业物价支付指数 58.5，预期 58.7，前值 58.5。 美国12月ISM制造业就业指数 44.9，前值 44。 风险提示及免责条款 ...

Core Insights - The ISM Manufacturing Index for November in the U.S. is reported at 48.2, which is below the expected 49 and the previous value of 48.7 [1] - The ISM Manufacturing New Orders Index for November is at 47.4, down from the previous value of 49.4 [1] - The ISM Manufacturing Employment Index for November stands at 44, a decrease from the prior value of 46 [1] - The ISM Manufacturing Prices Paid Index for November is reported at 58.5, exceeding the expected 57.5 and the previous value of 58 [1] Summary by Category ISM Manufacturing Index - The ISM Manufacturing Index for November is 48.2, indicating a contraction in the manufacturing sector as it is below the neutral level of 50 [1] New Orders - The New Orders Index for November is 47.4, reflecting a decline from the previous month's 49.4, suggesting weakening demand in the manufacturing sector [1] Employment - The Employment Index for November is reported at 44, indicating a significant drop from the previous value of 46, which may signal potential job losses in the manufacturing sector [1] Prices Paid - The Prices Paid Index for November is at 58.5, which is higher than the expected 57.5 and the previous value of 58, indicating inflationary pressures in the manufacturing sector [1]

Core Viewpoint - The global bond market sell-off has persisted for two consecutive trading days, impacting the stock market and driving gold prices to new highs while strengthening the dollar against most currencies [1] Group 1: Market Trends - The bond market sell-off reflects market concerns regarding fiscal irresponsibility in Europe and the U.S. [1] - The dovish stance of the Federal Reserve may exert additional downward pressure on the dollar and support risk assets [1] Group 2: Economic Indicators - The U.S. ISM Manufacturing Index for August rose from 48.0 in July to 48.7, but remains below the market expectation of 49.0 [1] - Sub-indices show mixed performance: the new orders index indicates improved demand, the prices paid index suggests easing inflation pressures, while the employment index hints at a gradually improving labor market [1]

Core Insights - The article highlights the upcoming release of key economic indicators, including the ISM Manufacturing Index for July, the final consumer sentiment index from the University of Michigan for July, and June construction spending figures [1] Economic Indicators - The ISM Manufacturing Index for July will be published at 22:00 Beijing time, which is a crucial measure of manufacturing activity in the U.S. economy [1] - The final consumer sentiment index from the University of Michigan for July will also be released, providing insights into consumer confidence levels [1] - Additionally, June construction spending data will be disclosed, which is important for understanding trends in the construction sector [1]

Group 1 - The USD/JPY exchange rate experienced a decline of 1.0%, reaching 142.56 after the release of the US ISM Manufacturing Index [1] - The yield on the 10-year US Treasury bond fell short-term from 4.44% to nearly 4.415%, currently reported at 4.43%, with an overall increase of 2.96 basis points for the day [1] - The yield on the 2-year US Treasury bond decreased to approximately 3.905%, currently up by 2.06 basis points at 3.9181% [1]

Core Viewpoint - The ISM Manufacturing Index for May in the United States is reported at 48.5, which is below the expected 49.2 and slightly lower than the previous value of 48.7 [1] Group 1 - The ISM Manufacturing Index indicates a contraction in the manufacturing sector as it remains below the neutral level of 50 [1] - The decline from the previous month's value suggests ongoing challenges within the manufacturing industry [1] - The index's performance is a key indicator for economic health and may influence investment decisions in related sectors [1]

Core Viewpoint - The ISM Manufacturing Index for May will be released at 22:00 Beijing time, which is a key economic indicator for assessing the health of the manufacturing sector in the United States [1] Group 1 - The announcement of the ISM Manufacturing Index is significant as it provides insights into manufacturing activity, which can influence investment decisions and market trends [1]

Core Insights - The U.S. ISM Manufacturing Index for April will be released at 22:00 Beijing time [1] Group 1 - The announcement of the ISM Manufacturing Index is significant for assessing the health of the manufacturing sector in the U.S. [1]