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1. 標題：US Q2 advance GDP -0.9% vs +0.5% expected
2. 來源： FUTU (公司名、網站名)
3. 網址:https://reurl.cc/KQka7g
4. 內文：美國第二季度實際GDP年化季率初值錄得-0.9%，
為連續第二個季度錄得負值，進入“技術性衰退
下面是我其他網站爬來的GDP細節 供各位網友參考
Q1 final was -1.4% annualized
Consumer spending +1.1% vs +1.8% prior
Consumer spending on durables -2.6% vs +5.9% in Q1
GDP deflator +8.9% vs +7.9% expected
Core PCE +4.4% vs +4.5% expected
GDP ex motor vehicles -1.0%
GDP final sales % vs -1.2% in Q1
Business investment +9.2% vs +2.9% in Q1
Full report
The miss appears to be largely driven by higher inflation dragging down
real growth. The deflator at 8.9% took a whole percentage point off the
headline compared to what was expected.
More details:
Exports +18.0%, imports +3.1%
Business investment -0.1% vs +10.0% in Q1
Investment in equipment -2.7%, IP +9.2%
Home investment -14.0% vs +0.4% in Q1
Percentage point changes:
Inventories cut 2.01 pp
Goods cut 1.08 pp
Services added 1.78 pp
Gross private domestic investment -2.73 pp
Net exports +1.43 pp
Government spending -0.33 pp
Inventories were a major drag in Q2 and were also a drag in Q1. Net exports
saved this from being a worse report but that will be tough to repeat going
forward given the strength in the dollar.
In terms of markets, bad news is good news to some extent. Soft GDP has
further dragged the odds of a 75 bps hike in September to 22%.
心得
愛謝客 418 美國經濟強健 足以抵抗俄烏與通膨
728 美國經濟陷入技術性衰退
漲是慢牛繼續 跌是慢牛繼續
增長是慢牛繼續 衰退是慢牛繼續
不論如何 慢牛繼續預告在前
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