6月美国耐用品订单可能强劲反弹 - 富国银行

2018-07-26 07:38 来源: 作者:佚名
美国耐用品订单预计将在6月份反弹。在上个月,耐用品下降了0.4%。由于国防订单急剧上升15.5%,跌幅略小于预期。 5月份核心资本货物订单也上调了0.3%,紧随4月份突出2%的涨幅。出货量持续强劲,本月上涨0.6%。
 
富国银行在一份研究报告中指出,6月份工业生产的复苏也意味着耐用品订单可能会在6月份出现反弹。由于企业在满足不断增长的客户需求方面继续面临供应链限制,因此未实现的订单在库存增长放缓的情况下继续上升。
 
最近的资本支出支出率仍然比去年下半年创纪录的支出增长减速。
 
“然而,我们预计6月份耐用品订单将增长3.2%,这标志着今年剩余时间内设备支出的稳健增长”,Wells Fargo补充道。

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