德指空袭警报
德国周一公布6月制造业PMI终值40.6，低于初值41，和5月的44.8，为2020年5月来新低，新订单受到内外需求走弱影响，降幅创8个月来新低，此前消费者信心和商业景气指数也都呈现下降。
意味着德国经济在连续两个季度录得负值后，第三季恐再度陷入衰退，加上德国央行行长及欧洲央行管委内格尔表示，通胀并未如所希望的那样回落，货币政策明确指向进一步收紧。
财神节论：在货币紧缩政策持续，连带经济走弱的双重打击下，德国指数空头再起。(下篇谈美国消费重要转折)
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Edited 04 Jul 2023, 19:36
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