美国:贸易逆差缩小,但预计将再次扩大 – 丹斯克银行
Danske Research Team指出,随着出口的恢复,美国商品贸易赤字在1月份缩小,但仍高于去年秋季的低点

丹斯克研究团队指出,随着出口的恢复,美国商品贸易赤字在一月份缩小,但仍高于去年秋季的低点。该银行预计,随着进口量的恢复,赤字将在今年晚些时候扩大,而即将发布的PCE和情绪数据将有助于评估在高企的燃料价格和地缘政治紧张局势下的通胀预期。

赤字改善被视为暂时

"在昨天的发布中,美国商品贸易赤字从99.2亿美元缩小至81.8亿美元,主要是由于出口的恢复。"

"也就是说,赤字仍高于去年秋季的低点,我们预计随着进口量的恢复,赤字将在今年晚些时候继续扩大。"

"展望今天,密歇根大学的三月快报将为美联储提供消费者在战争期间通胀预期演变的首次(部分)感知。"

"美联储青睐的通胀指标PCE将于今天发布一月份的数据。由于政府停摆,今天还将发布一月份的JOLTs报告。"

(本文由人工智能工具生成,并由编辑审核。)

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