美国工厂订单在11月大幅增加。

美国工厂订单在11月大幅增加。
US Factory Orders Surged In November

原始链接: https://www.zerohedge.com/economics/us-factory-orders-surged-november

尽管情绪跌至多年低点，但“硬”数据正在推高增长预测（GDPNOW），并使股市保持在历史高位。今天早上，我们对美国制造业——硬数据——有了新的了解：美国工厂订单（承认是11月份的）环比大幅增长2.7%（远高于预期的环比+1.6%），从10月份的环比下降1.3%中强劲反弹。这使订单同比增长5.4%。来源：彭博社。这是自2025年5月以来最大的月度增长。核心订单（不包括运输）环比增长0.2%，也从10月份的环比下降0.1%中反弹。来源：彭博社。耐用品订单的最终数据与初步数据一致。当然，这些数据仍然显著陈旧（而且我们面临着再次出现政府停摆，从而再次破坏局势的可能性），但总体而言，趋势是你的朋友（并得到强劲的失业救济金数据支持）。

While sentiment is sagging to multi-year lows, 'hard' data is pushing growth forecasts higher (GDPNOW) and holding stocks at record highs.

This morning we get a fresh glimpse at America's manufacturing segment - hard data - with US Factory Orders (admittedly for November) surging 2.7% MoM (significantly better than the +1.6% MoM expected), bouncing strongly from the 1.3% MoM decline in October.

This dragged orders up 5.4% year-over-year...

Source: Bloomberg

This was the biggest monthly advance since May 2025.

Core Orders (ex transportation) rose 0.2% MoM, also rebounding from a 0.1% MoM decline in October...

Source: Bloomberg

The final print for Durable Goods Orders were all in line with the flash prints.

Of course, this data remains significantly stale (and we face the possibility of another government shutdown to screw things up again), but overall, the trend is your friend (and supported by strong jobless claims data).

美国工厂订单在11月大幅增加。 US Factory Orders Surged In November

美国工厂订单在11月大幅增加。
US Factory Orders Surged In November