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美國3月個人消費開支PCE按月升0.3% 符合市場預期 @ 2024-04-28T08: Back Hot News
Keyword:美國 經濟 預期
Concept:美國經濟
美國上季經濟增長差過市場預期,加上部份大型股季績遜色,美國債息上升。美股周四(25日)早段大幅下跌,三大指數挫逾1%,道指跌近700點。META急跌逾12%。IBM跌逾9%,微軟及AMAZON分別跌4%及3%。
紐約股市下跌。美國首季經濟增長按季年率放緩至1.6%,創近兩年最低,不及去年第4季增速的一半;同時通脹高企,首季個人消費開支物價指數上升3.4%,核心指數上升3.7%,兩個數字都高過市場預期,打擊投資者信心。
美股三大指數25日早盤全面挫跌,道瓊工業指數跌逾500點,美國上季經濟增速遠不如預期,但通膨又居高不下,降低了經濟軟著陸的希望。
不過,EQUITI CAPITAL首席宏觀經濟學家斯圖爾特·科爾表示,市場對PCE數據的反應比疲於預期的GDP數據更大。今天的數據很有趣。如果GDP數據在後續的修正中得到證實,將表明在美聯儲實施的貨幣緊縮政策下,美國經濟終於開始放緩,這反過來可能會導致勞動力需求下降和工資出現下行壓力。但美聯儲可能會更關注PCE數據,該數據表明讓通脹回歸目標的進程仍遠未取得勝利。總的來說,今天的數據可能會進一步推動美聯儲降息。

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