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FINWIRES

儘管向上修正,消費者信心指數仍跌至歷史新低。

-- 密西根大學週五公佈的最終調查結果顯示,美國消費者信心指數較4月份的初步估計有所改善,但仍處於歷史低位,而近期通膨預期則錄得一年來最大單月增幅。 主要消費者信心指數較上月下降6.6%至49.8。彭博社彙整的一項調查顯示,市場普遍預期4月的讀數將從初步估計的47.6修正為48.5。 傑富瑞在一份報告中指出,儘管有所上調,但該指數仍處於歷史低點。 「伊朗衝突似乎主要透過衝擊汽油價格以及其他潛在價格來影響消費者的看法,」消費者調查主管許嘉欣表示。 “相比之下,那些不能緩解供應限製或降低能源價格的軍事和外交進展不太可能提振消費者信心。” 密西根大學的調查顯示,未來一年的通膨預期從3月的3.8%躍升至本月的4.7%,創下4月以來的最大單月增幅。五年期通膨預期從一個月前的3.2%攀升至3.5%,為去年10月以來的最高水準。 受美以伊戰爭的影響,能源價格飆升,這場戰爭導致霍爾木茲海峽的運輸中斷。本週早些時候,美國總統川普延長了與伊朗的停火協議,但他表示對伊朗港口的海上封鎖將繼續。 達拉斯聯邦儲備銀行的研究人員上週表示,霍爾木茲海峽長達一個季度的關閉可能會使美國今年的通膨率上升0.6個百分點。 密西根大學報告稱,衡量當前經濟狀況的指標從3月的55.8降至4月份的52.5,而預期指標下降7%至48.1。 許表示:“各政治派別、收入、年齡和教育程度的人群的信心均有所下降。” “無論從短期還是長期來看,預期商業環境均有所下降,幾乎與一年前實施互惠關稅制度時的水平相當。”

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