-- ニュージーランド経済研究所(NZIER)が実施した第1四半期の企業景況感調査は、結果がまちまちで、ANZ銀行の政策金利予測に対するリスクに具体的な影響はない、と同行は火曜日の報告書で述べた。 調査では、企業景況感の著しい低下、雇用と投資意欲の悪化、インフレ指標の上昇が示されたものの、過去の経済活動は四半期を通して堅調に推移し、生産能力指標は需給ギャップのわずかな縮小を示唆している、とANZ銀行は述べた。 同行は、回答が3月中に分散しているため、この調査は中東紛争の初期段階における企業心理を反映していると指摘した。調査における国内総生産(GDP)の最良の指標である過去の貿易活動は、比較的良好な結果を示した。 「とはいえ、第1四半期のその他の経済活動指標は弱含みであり、先行指標も厳しい見通しを示しているため、GDP予測を急いで引き上げるつもりはない」とANZ銀行は述べた。 同報告書は、最新の調査で経験者の雇用が減少したほか、将来の就業意向も急落したことから、雇用回復の兆しが止まったことを示唆していると付け加えた。
Related Articles
Research Alert: CFRA Keeps Buy Opinion On Share Of Rexford Industrial Realty Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $4 to $41, applying a forward P/FFO multiple of 17.1x on our 2026 FFO estimate, a discount to its 19.2x three-year forward average. We leave our 2026 FFO/share estimate unchanged at $2.40 but lower 2027's by $0.07 to $2.47. Negative re-leasing spreads remain our base case for 2026, but we believe infill properties in Southern California have structural barriers preventing new supply from coming online. Leasing rose 70% Y/Y in Q1 and we expect re-leasing spreads at 6%-9% in 2027, supported by a lack of new supply and higher occupancy rates. REXR's current capital recycling strategy, aimed at selling sub-4% cap rate properties and either repurchasing shares or redeveloping properties, should lift total portfolio returns higher next year. We note demand in Southern California remains strongest for spaces under 50K sq ft, which are REXR's core focus, and believe increased advanced manufacturer demand in the San Fernando Valley and South Bay markets could accelerate this year.
Toku Launches Conversational AI For Businesses
Toku (SGX:TKU) launched Makimoto, an open-source conversational AI in Asia-Pacific, according to a Monday filing with the Singapore Exchange.Makimoto assembles, configures and runs a production-grade pipeline, providing, with the core purpose to keep customer data processed within a single country, keeping in view local data laws.The AI will allow businesses to build and control in-house transcription and conversational AI pipelines.
Taiwan Consumer Confidence Improves Slightly in April
Taiwan's consumer confidence index (CCI) edged up to 62.47 in April, rising 0.17 points from March, the Central Taiwan Economic Development Research Center at National Central University reported on Friday.The uptick was driven by improvements in four sub-indicators, with sentiment on employment opportunities posting the largest monthly gain.Confidence in the domestic economic outlook and household finances also increased, while stock investment sentiment saw a modest rise. However, views on purchasing durable goods recorded the sharpest decline, alongside a slight drop in price-level expectations.All six core sub-indicators remained below 100, indicating overall pessimism among consumers, the report said.