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发表于 2010-1-5 12:04 PM
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Factory Orders - M/M change 0.6 % 0.4 % -1.1 % to 1.0 % 1.1 %
补充: 详细分析 FROM Bloomberg
A price related jump in petroleum and coal prices made for a big 1.8 percent month-to-month jump in nondurable factory orders for November, a gain that lifted total factory orders to an increase of 1.1 percent. Durable orders showed only marginal strength, up 0.2 percent despite an easy comparison with a weak October when durable orders fell 0.7 percent. Details on the nondurable side are scant while details on the durable side, though now slightly revised, were already released with the durable goods report late last month. Key readings for November factory data are headed by a solid 1.0 percent rise in total shipments that includes a healthy 0.5 percent rise for shipments of nondefense capital goods and a very healthy 3.6 percent jump in new orders for nondefense capital goods excluding aircraft. A key negative in November, and a negative that is likely still playing out, is severe contraction in motor vehicle orders, down 1.8 percent.
Total inventories rose for a second month, up 0.2 percent, to confirm that the inventory correction, that is the destocking cycle, ended in the fourth quarter. Unfilled orders, down 0.7 percent, continued to fall reflecting the wide availability of production capacity. Yesterday's ISM manufacturing report showed a leveling in unfilled orders and a big increase in new orders. Today's report on November is positive though mixed, but expectations will continue to look to the manufacturing sector for economic leadership. Friday's employment report will offer the latest on factory employment with the mid-month reports from the New York and Philadelphia Federal Reserves offering the next general readings on factory activity. |
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狗仔卡
发表于 2010-1-5 12:47 PM
