Insights
U.S. President-elect Donald Trump has yet to take office, but the "Trump effect" is already beginning to manifest in the market. Concerns over potential tariff hikes under his administration have contributed to a slowdown in the latest U.S. services PMI, which registered its slowest expansion in thr...
Press Releases
美國總統當選人川普還未上任,然而,川普效應已慢慢在市場發酵,憂心川普加徵關稅,美國最新服務業PMI數據擴張速度為近三個月新低,新訂單與商業活動皆出現下滑,企業評論包含資訊科技業者也反映,關稅恐將影響 2025 年...
Press Releases
U.S. manufacturing activity remained in contraction for the eighth consecutive month in November, but the pace of contraction moderated as new orders showed signs of recovery, according to data released by the Institute for Supply Management (ISM) on December 2. The ISM Manufacturing PMI rose to ...
Press Releases
美國供應鏈管理協會(ISM)於12月2日公布最新製造業數據,美國11月 ISM 製造業 PMI為 48.4,較前一期增加1.9個百分點,優於市場預期的47.7,且為今年6月以來最高。美國製造業雖為連續第8個月處於緊縮狀態,但受新訂單回暖影響,其...
Insights
上週,隨著「川普交易」的行情消退,美債殖利率以及美元指數結束了連續8周的上漲。而資金的回流重新帶動美國股市上漲,使標普500指數再創歷史新高,收於6032.39點。而債市方面,美國10年期公債殖利率大幅回落22個bps至4.18%...