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 pembuatan ISM A.S. meningkat kepada 55.5 pada bulan Oktober, lebih tinggi daripada jangkaan 54.5. Nilai sebelumnya ialah 54.5. Industri pembuatan berada dalam julat pengembangan untuk bulan ke-10 berturut-turut, dan indeks pengeluaran meningkat ke tahap tertinggi sejak November 2021. Antara sub-item, indeks harga yang dibayar jatuh kepada 75.2, lebih rendah daripada jangkaan 77.5 dan nilai sebelumnya 77.9; indeks pekerjaan ialah 52.4, indeks pesanan baharu hanya meningkat sedikit kepada 55.5, dan indeks inventori melantun semula kepada 51.4. Laporan itu menunjukkan bahawa sentimen perniagaan telah menjadi lemah untuk bulan ketiga berturut-turut, dengan 66% komen responden adalah negatif, di mana 62% menyebut turun naik harga dan 25% menyebut 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