核心耐用品订单创四年来最大涨幅

核心耐用品订单创四年来最大涨幅
Core Durable Goods Orders Soar Most In 4 Years

原始链接: https://www.zerohedge.com/economics/core-durable-goods-orders-soar-most-4-years

美国5月份耐用品订单环比下降4.5%（符合预期），导致同比下降4.3%，创下自2024年11月以来的最大年度降幅。——来源：彭博社然而，扣除运输类订单后，订单环比增长1.4%，为连续第14个月增长；同比涨幅超过10%，创下自2022年5月以来的最强年度增幅。令人困惑的是，美国5月份工厂订单环比下降1.3%（好于预期的下降2.0%），但与4月份4.8%的环比增幅（从此前公布的+5.3%向下修正）相比出现了显著背离。不过，扣除运输类后的工厂订单环比增长1.9%，为连续第七个月增长；核心订单同比增长9.5%，创下自2022年9月以来的最佳表现。所以，结论由你自己来定。

US durable goods orders plummeted 4.5% MoM in May (as expected), dragging orders down 4.3% YoY - the worst annual decline since Nov 2024...

Source: Bloomberg

However, ex-transports, orders rose 1.4% MoM - up for the 14th straight month - with orders soaring over 10% YoY, the strongest annual surge since May 2022...

Adding more confusion, US factory orders fell 1.3% MoM in May (better than the 2.0% MoM decline expected) but dramatically divergent from the 4.8% MoM surge in April (revised down from +5.3%).

...but factory orders ex-transports rose 1.9% MoM - the seventh straight month of gains - with core orders up 9.5% YoY, the best since Sept 2022...

So, take your pick.

核心耐用品订单创四年来最大涨幅 Core Durable Goods Orders Soar Most In 4 Years

核心耐用品订单创四年来最大涨幅
Core Durable Goods Orders Soar Most In 4 Years