JPMorgan Econ FI-Japan A mixed picture of demand through 2Q-108760272

2024-06宏观经济11免费

📄 文件全名: 《JPMorgan Econ FI-Japan A mixed picture of demand through 2Q-108760272.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: April core machinery orders declined by 2.9%m/m sa, broadly in line with
months, resulting in a run rate of 36.9%3m/3m saar, suggesting some upside
risk to our forecast for a 3%q/q saar gain in capex this quarter.
May export volumes fell 1.4%m/m sa, weaker than our expectation for a
left overall exports down 2.1%3m/3m saar, and while the pace of contraction
🏷️ 核心议题: #GDP

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报告摘要

Japan Economic Research Japan: A mixed picture of demand The data through 2Q are painting a mixed picture of demand. Capex appears to be

📋 核心要点(部分)

19 June 2024
2.8% fall in April.
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❓ 常见问题

《JPMorgan Econ FI-Japan A mixed picture of demand through 2Q-108760272》主要包含哪些内容?

Japan Economic Research Japan: A mixed picture of demand The data through 2Q are painting a mixed picture of demand. Capex appears to be核心数据:April core machinery orders declined by 2.9%m/m sa, broadly in line with;months, resulting in a run rate of 36.9%3m/3m saar, suggesting some upside;risk to our forecast for a 3%q/q saar gain in capex this quarter.。

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覆盖 2024 年,全文约 11。

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适合投资人、行业研究员等读者参考。

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重点分析了GDP等议题。