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American data "has it been bloody"? Orders surged 9.2%!
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货币探险家
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资深研究
04-25 06:32
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Durable goods orders soared by 9.2% month-on-month, while non-defense aircraft and parts increased by 139%. Is this prosperity an illusion of "snatching up"?
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The U.S. Department of Commerce reported Thursday that companies were in March before President Trump imposed aggressive tariffs on U.S. importsSpeed ​​up orders for large and durable goods

After seasonally adjusted, the so-called durable goods orderSoaring 9.2% month-on-month, up from 0.9% growth in February and far exceeds the 1.6% growth forecast by Dow Jones. After excluding defense projects, the increase was even higher, reaching 10.4%, although the data after excluding transportation projects remained the same.

Transportation equipment order27% surge, among which non-defense aircraft and parts grew by 139%. In addition to aircraft and cars, durable goods categories include items such as electrical appliances, computers and jewelry.

In other economic news on Thursday, the Labor Department reported that the number of first-time unemployment claims for the week ended April 19 was seasonally adjusted after a seasonal adjustment in the number of first-time unemployment claims for the week ended April 19.Increased to 222,000, an increase of 6,000, but generally meets the 220,000 people generally predicted by Wall Street.

In terms of durable goods, this pre-emptive report reflects a kind ofPull ahead of time"The effect, which means that Trump issued a threat to U.S. trading partners throughout March before announcing his "Liberation Day" tariffs on April 2. Trump imposed a 10% tariff on all imported goods and special fees on dozens of countries, which he ended up shelving for 90 days for negotiations.

A Fed report showed last Wednesday that companies are adjusting their behavior to rush ahead of Trump's tariffs.

This economic summary, known as the “Brown Book,” says that in particular, car sales have increased, which is part of the durable goods category,Generally attributed to rush purchases before tariff-related prices rise”。

In terms of other economic data, the U.S. Department of Labor announced on Thursday that the number of initial unemployment claims for the week ending April 19 increased to 222,000 after seasonal adjustment, although an increase of 6,000 from the previous value, basically in line with Wall Street's expectations of 220,000. It is worth noting thatThe number of people who continue to claim unemployment benefits fell by 37,000 to 1.84 million, while unadjusted data in Washington, D.C. also showed that the number of people who claimed the job decreased by 112 to 753, indicating that the Trump administration's move to cut federal employees has not triggered a wave of layoffs.

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