-- 米国国勢調査局が発表したデータによると、米国の国際貿易収支(財・サービス)の赤字は、2月の834億9000万ドルから3月には878億7000万ドルに拡大した。 これは、ブルームバーグがまとめた調査で予想されていた880億ドルの赤字よりもわずかに小さい水準だった。 3月の輸出は2.5%増加し、輸入は3.3%増加した。 同じ報告書によると、卸売在庫は2月の0.9%増に続き、3月は1.4%増加した。ブルームバーグが実施したアナリスト調査では、卸売在庫は0.4%増加すると予想されていた。 小売在庫は、前月の0.3%増に続き、3月は0.7%増加した。これは、アナリスト予想の0.1%増を上回る増加幅だった。自動車在庫の1.2%増を除くと、小売在庫は3月に0.5%増加した。
Related Articles
Starbucks Sustains Sales Momentum in April on Better Execution, Morgan Stanley Says
Starbucks (SBUX) sustained its sales momentum in April, driven by ongoing innovation and better execution despite a dynamic macro landscape, Morgan Stanley said in a Wednesday research report.The company's solid Q2 earnings beat was driven by transaction strength with margin beat partly linked to accounting in the China deal, but North America margins continue to face pressure, analysts wrote.The brokerage raised its Q3 and Q4 comp forecast to 5.7% and 4.7%, respectively. For Q3, it expects EPS of $0.63 and $0.67 for Q4. For the full-year 2026, Morgan Stanley now expects EPS of $2.37 from $2.27 earlier.Operations, staffing, innovation, marketing, and improving the asset base appear to be driving compounding benefits alongside the impacts from cost actions, according to the note.The brokerage said it reiterated its overweight rating on the stock and boosted its price target to $110 per share from $105 earlier.Price: $104.81, Change: $+7.53, Percent Change: +7.74%
Rothschild & Co Redburn Adjusts GE Vernova Price Target to $1,200 From $1,100, Maintains Buy Rating
GE Vernova (GEV) has an average rating of overweight and mean price target of $1,190.40, according to analysts polled by FactSet.Price: $1068.97, Change: $-19.97, Percent Change: -1.83%
Wells Fargo Adjusts Price Target on PACCAR to $125 From $119, Maintains Equalweight Rating
PACCAR Inc (PCAR) has an average rating of hold and mean price target of $129.70, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $119.82, Change: $+0.21, Percent Change: +0.18%