-- 3月份消费者价格指数上涨0.9%,其中能源价格上涨10.9%,汽油价格更是创下21.2%的历史新高,占整体价格上涨的近75%。 剔除食品和能源价格后,消费者价格上涨0.2%,低于预期,食品价格持平。 同比涨幅从2月份的2.4%大幅加速至3.3%,创近两年来最高水平;核心消费者价格指数同比上涨2.6%,高于上月的2.5%。 业主等价租金上涨0.3%,普通租金上涨0.2%,均高于上月涨幅。 此外,新车价格在上月持平后上涨0.1%,二手车价格连续第二个月下跌0.4%,但机票价格上涨2.7%。 密歇根大学4月份消费者信心指数初值从3月份的53.3降至47.6,反映出一年期通胀预期大幅上升,拉低了消费者对当前经济状况和近期前景的评估。 密歇根州表示,所有收入和年龄组的消费者信心均有所下降,受访者将伊朗冲突列为主要原因。 2月份工厂新订单持平,其中运输订单下降5.3%,其余类别合计增长1.2%。 耐用品订单降幅从初值1.4%上调至1.3%,而非耐用品新订单增长1.5%。 工厂出货量增长1.4%,工厂库存增长0.1%。结合已公布的零售和批发销售初值,预计当月企业销售额将增长1.7%。 美国财政部报告称,3月份预算缺口为1641亿美元,高于2025年3月报告的1605.3亿美元赤字,但本财年迄今为止的预算缺口小于去年同期。 圣路易斯联储对第一季度GDP的预估为增长1.992%,高于前一周的1.703%。
Related Articles
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.
Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
Petro Rabigh Emerges From Loss in Q1; Revenue Grows
Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.