美国10月ISM制造业PMI升至55.5，高于54.5的预期
US ISM manufacturing PMI for October 55.5 versus 54.5 estimate
PMI manufaktur ISM AS naik menjadi 55,5 pada bulan Oktober, lebih tinggi dari ekspektasi sebesar 54,5. Nilai sebelumnya adalah 54,5. Industri manufaktur berada dalam kisaran ekspansi selama 10 bulan berturut-turut, dan indeks produksi naik ke level tertinggi sejak November 2021. Di antara sub-item, indeks harga yang dibayar turun menjadi 75,2, lebih rendah dari ekspektasi 77,5 dan nilai sebelumnya sebesar 77,9; indeks ketenagakerjaan sebesar 52,4, indeks pesanan baru hanya naik sedikit menjadi 55,5, dan indeks persediaan meningkat menjadi 51,4. Laporan tersebut menunjukkan bahwa sentimen bisnis telah melemah selama tiga bulan berturut-turut, dengan 66% responden memberikan komentar negatif, dimana 62% menyebutkan fluktuasi harga dan 25% menyebutkan tarif.
In October, the ISM manufacturing PMI exceeded expectations and expanded for the 10th consecutive month. The production index hit the highest level since November 2021. However, business sentiment has weakened for the third consecutive month, and 66% of the respondents' comments were negative, showing that there are differences in the quality of growth. The price paid index fell back to 75.2, and price pressure has eased marginally. However, 62% of negative comments mentioned price fluctuations and 25% mentioned tariffs, indicating that the cost-side disturbance has not subsided. For traders, the focus is on how this combination of "strong aggregate volume and weak economic sentiment" affects the market's pricing of the pace of the Federal Reserve's interest rate cuts, which in turn is transmitted to the U.S. dollar and gold.
报告拆解了10月ISM制造业PMI超预期背后的分项结构，读者可据此判断增长成色与美联储降息节奏的关系。
来源：ForexLive · investinglive.com