U.S. PMI Composite rises less than estimated in July flash reading
Seeking Alpha ·
July U.S. PMI Composite: 53.6 vs. 54.2 consensus and 51.9 in June, according to preliminary data released by S&P Global on Friday. U.S. Manufacturing PMI: 53.8 vs. 54.3 consensus and 53.9 prior. U.S. Services PMI: 53.6 vs. 51.2 consensus and 51.2 prior. Trump to hit 60 trading partners with new tariffs on Friday over forced labor Mortgage rates up for third straight week
AI 시장 분석
The preliminary US Composite PMI for July came in at 53.6, missing the market expectation of 54.2 but rising from 51.9 the previous month. Amid mixed trends in manufacturing and services, former President Trump's tariff announcements and a third consecutive week of rising mortgage rates are acting in combination. Slowing economic indicators and tariff risks are acting as factors increasing financial market volatility. Investors should closely monitor upcoming macroeconomic indicators and trade policy changes.
상승 영향
- Treasuries — As the composite PMI missed expectations, concerns over economic slowdown are strengthening safe-haven demand, increasing the likelihood of bond inflows.
하락 영향
- Real Estate — With mortgage rates rising for three consecutive weeks, homebuyer sentiment is dampening, creating a high risk of putting the brakes on the housing market recovery.
- Trade — Trump's announcement of new tariffs targeting 60 countries will intensify global trade frictions and increase cost burdens for related companies.
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