美国PMI速评。虽然总数很差,但是细项并不差。彭博上面有个报导跟我的分析比较接近。
ISM Disappoints But Details Are OK
By?Cameron Crise
(Bloomberg) –?
If you wanted evidence that the trade war is affecting business confidence and activity, ISM was up your alley. The headline reading of 52.1 disappointed expectations, printing its lowest level in two and a half years. Under the hood, the details weren’t quite as bad. New orders, employment and export orders all ticked up, while the inventory reading decline
