首页 Stocks Forefront 正文

Promising securities: sub-resilient industries segmented.

海角七号
294 0 0
According to the report of the Singapore Securities Release Study, real annualized annual GDP in the United States in the three quarters was 4.9 per cent at the beginning of the season and 2.1 per cent at the front. Of these, the consumption ring ratio was significantly increased by 2.7 per cent, the private stock changes by 1.2 per cent and 0.8 per cent, respectively, and the government expenditure cycle by 0.1 per cent and 0.2 per cent, respectively, for fixed asset investments and net exports. According to the Bank, the three-quarter GDP of the United States reinforces the current pricing logic of the market, which remains the same for “economic strength — higher interest rates for longer”.
The main points of view are as follows:
Consumption: service consumption remains resilient and new car consumption is weak.
The consumption of durables increased by 1.9 per cent over the ring, of which the recreational commodities were more driven; the three-quarter cycle of car consumption shifted to positive, but consumption of new vehicles weakened.
The scale of service consumption has remained resilient, with a marked cooling of core PCE inflation.
Disturbing, such as consumption in the fourth quarter or the re-establishment of student loans, focuses on consumer credit.
Fixed investment: Housing investment rebounded and non-residential investment slowed.
The increase in the housing investment ring has recovered for the first time since the second quarter of 2021, but has remained lower than in the last quarter of the year and is expected to decline in the fourth quarter.
The growth in non-residential investment has slowed, with the increase in the equipment investment ring falling due to the base effect; and the return-to-manufacturing-related investment may be on the way to a platform period, with the increase in non-residential construction and intellectual property investment slowing down.
Stock: Faster up- and down-stream and slower for brokers.
The manufacturer ' s three-quarter replenishment is mainly from the oil and coal industry or related to a three-quarter energy price reversal; the wholesaler ' s access is driven by durables.
Retailers see that the downstream industry slows down and that daily consumption such as food, clothing and grocery stores accelerates.
The United States export/import ring ratio changed from negative to positive in the third quarter. Subregionly, United States imports to the European Union have been positive, with other countries and regions still lagging, and it will take time for US manufacturing capacity to start driving exports to China.
In the medium term, the trade logic of the market for “higher economies — higher interest rates — has remained unchanged.
After the publication of GDP data, inflation expectations softened and the rate of return on United States debt fell; and economic resilience continued to underpin the expectations of the Federal Reserve to maintain high interest rates, thereby stifling the United States stock market, with the three main points falling, the worst. The three-quarter GDP reinforces the current pricing logic of the market, which remains the same for “higher economies — higher interest rates”.
Risk alerts: inflation in the United States continues to outpace expectations, federal monetary policy tightens ahead of expectations, and financial markets in the United States tightens beyond expectations.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
您需要登录后才可以回帖 登录 | 立即注册

本版积分规则

  • 【科技记者古尔曼:苹果计划于12月第一周发布iOS 18.2系统更新 带来更多人工智能功能】科技记者古尔曼透露,苹果计划于12月第一周发布iOS 18.2系统更新。iOS 18.2将为iPhone 15 Pro机型和所有iPhone 16机型带来更多 ...
    cristianna
    昨天 17:32
    支持
    反对
    回复
    收藏
  •   交易所监管文件显示,当地时间11月1日,亚马逊创始人杰夫·贝索斯拟出售约1635万股亚马逊股票,预计套现约30.5亿美元。今年7月,贝索斯已申请额外出售约2500万股亚马逊股票,按当时股价计算可套现约50亿美元。 ...
    blueskybb
    3 天前
    支持
    反对
    回复
    收藏
  •   近日,爱立信中国区总裁方迎在接受《经济参考报》记者采访时表示,5G技术在全球范围内得到了迅速发展,但面临商业潜力未能充分挖掘、网络运营难度较以往更高两大挑战。因此,运营商在继续5G网络部署的同时,应关 ...
    blueskybb
    昨天 15:05
    支持
    反对
    回复
    收藏
  •   近日,凯撒海湾目的地(山东)运营管理有限责任公司(简称“凯撒海湾”)与携程旅悦集团签署战略合作协议,双方将围绕“海上目的地运营”、“旅游产品与服务创新”、“研学旅行”、“日韩及海外旅游市场开拓”等 ...
    llyyy2008
    3 天前
    支持
    反对
    回复
    收藏
海角七号 注册会员
  • 粉丝

    0

  • 关注

    1

  • 主题

    29