全球PMI:制造商忽视通胀——渣打银行
渣打银行的伊桑·莱斯特指出,尽管增长速度较2月份44个月高点有所放缓,全球制造业采购经理人指数(PMI)在3月份连续第八个月保持扩张区间。

渣打银行的伊桑·莱斯特指出,尽管增长速度较2月份44个月高点有所放缓,全球制造业PMI在3月份连续第八个月保持扩张区间。亚洲抵消了新兴欧洲持续的收缩,而印度的PMI虽处于3.5年低点,但在27个国家中仍排名第二强劲。伊朗冲突后,投入价格通胀和供应链延迟激增,但就业和库存普遍稳定,商业信心表明预计战争相关的干扰仅为温和程度。

尽管价格飙升,全球制造业仍在扩张

“全球综合制造业PMI在3月份连续第八个月保持在扩张区间(>50)。”

“全球范围内,新兴欧洲经济体(土耳其、俄罗斯、波兰)持续收缩,但亚洲表现出韧性。”

“尽管印度的初步数据为近3.5年来最弱,但在我们27个国家样本中仍排名第二强劲。”

“2月28日开始的伊朗冲突明显反映在供应链和价格压力的上升上。”

“商业信心也出人意料地保持良好,表明对战争相关生产中断的预期仅为温和。”

(本文借助人工智能工具撰写,并由编辑审核。)

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