FxPro汇评:德国制造业:增长正在袭来
注:此文章由FxPro高级分析师Alex Kuptsikevich撰写
德国的数据越来越超过预期,助长了欧元区经济改善的希望。
12月工业订单指数增长了6.9%,抹平了11月5.2%的降幅。年同比降幅为6.3%。当前商业周期的低点是去年5月份达到的,自那以后,订单指数已经上涨了10%以上,尽管它仍然波动较大。
同样地,工业生产指数也出现了逆转的迹象。去年年底出现了显著波动,但现在正显示出企稳的迹象。
本周早些时候,PMI指数也显示出了积极的修正。制造业指数在过去31个月一直低于50,但由于服务业的影响,综合指数在离水线低6个月后进入增长区间。
德国经济正在发生转型,同时伴随着失业率的上升。然而,随着企业变得更加乐观,经济也显示出复苏的迹象,经济也有了改善的迹象。这可能是未来几周对欧元的一个重要支撑因素。
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