-- 米国の製造業新規受注は3月に1.5%増加し、ブルームバーグが午前7時35分（米国東部時間）時点でまとめた調査結果に基づく市場予想の0.6%増を大きく上回った。2月は改定値で0.3%増だった。 輸送機器受注の0.8%増を除くと、新規受注は1.6%増となり、市場予想の1.3%増を上回り、2月と同水準だった。 耐久財新規受注は、速報値の0.8%増から変更されず、2月の1.2%減から回復した。 非耐久財新規受注は、前月の1.9%増に続き、2.1%増加した。 工場出荷は1.4%増加し、未処理受注は0.1%増加した。 工場在庫は0.6％増加し、既に公表されている小売在庫と卸売在庫の速報値と合わせると、企業在庫は当月0.9％増加するペースで推移している。
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Australia
Edgewell Personal Care Moving in the 'Right' Direction, RBC Says
Edgewell Personal Care (EPC) is moving in the "right" direction after a period of "persistent underperformance," RBC Capital Markets analysts said in a Monday note.The company is scheduled to report its fiscal Q2 financial results on Wednesday.Analysts said they do not expect any additional surprises in Edgewell's fiscal Q2 financial report, and instead look for indications that its initiatives remain on track to drive improvement.RBC said there are some "positive" consumption data points for the quarter, but it remains wary of "fragile" demand conditions.Analysts said the conflict in the Middle East has the potential to pressure demand and costs.RBC has an outperform rating on the stock and a $26 price target.Price: $22.22, Change: $-0.34, Percent Change: -1.51%
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Oil & Energy
Market Chatter: Bessent Calls on China to Act on Iran, Pushes Support for Hormuz Shipping Efforts
US Treasury Secretary Scott Bessent pressed China to act on Iran as tensions centered on the Strait of Hormuz, he said Monday in an interview on Fox News."China, let's see them step up with some diplomacy and get the Iranians to open the strait," Bessent said, urging Beijing to increase pressure on Iran to reopen the Strait of Hormuz.China buys about 90% of Iran's energy, and "they are funding the largest state sponsor of terrorism," Bessent added, calling for a more active role from China.He urged China to support the US-led international effort to secure shipping routes through the Strait of Hormuz.President Donald Trump and Chinese President Xi Jinping will discuss Iran during their May 14-15 summit in Beijing, while maintaining stable bilateral ties, Bessent said.He said both leaders built stability after their trade truce in Busan last October, adding, "We've had great stability in the relationship... that comes from the two leaders having great respect for each other."The US launched a naval mission, Operation Freedom, to escort ships using destroyers, aircraft, and drones, with Bessent saying, "The threat of attacks from Iran has closed the strait; we are reopening it."Bessent said the US holds control over the waterway, stating, "We are saying the Iranians do not have control of the strait. We have absolute control of the strait."Bessent said the global oil shortfall from the conflict stands at about 8 million barrels per day to 10 million b/d, noting each tanker moving through the Strait of Hormuz carries roughly 2 million barrels.He said four to five vessels exiting daily could address the deficit, adding that 150 to 200 ships remain available and that the market will be well supplied."Iran's economy is in free-fall," Bessent said, adding that while officials claim resilience, their forces "will not have a high tolerance for not getting paid," highlighting mounting financial strain.has reached out to the US Treasury for any comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
Australia
Colgate-Palmolive Set for Organic Sales Growth Rebound, Morgan Stanley Says
Colgate-Palmolive (CL) is poised to return to 3% to 4% organic sales growth after a rebound to about 3.5% in Q1, with momentum expected to build in H2, Morgan Stanley said Sunday in a report.Colgate-Palmolive's difficult 2025 is "in the rear-view mirror," with organic sales growth rebounding to 3% in Q4 from 1.2% in Q3 and improving into early 2026, supported by "solid pricing power," 45% exposure to faster-growing emerging markets and a likely bottom in North America, the report said.Further improvement in organic sales growth is expected in the near term as the drag from private-label discontinuations fades and North America stabilizes, the report said.Colgate-Palmolive on Friday reported Q1 adjusted EPS of $0.97, beating estimates, with stronger-than-expected 2.9% organic sales growth, while maintaining its 2026 outlook, despite $300 million in cost pressures expected to be partly offset by savings, the report said.Morgan Stanley raised its price target on Colgate-Palmolive stock to $100 from $95 and kept its overweight rating, naming the company as a top pick in the household and personal care sector.Price: $85.73, Change: $-1.53, Percent Change: -1.75%
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