stante la serie dei dati macro visti tra dicembre e gennaio, ed alla luce sopratutto dei dati di inflazione ultimi, è altamente probabile che in vista dell'outbreak chinese su febbraio ci sia stata un nel po di pressione per aumentare i giri della produzione per creare scorte sopratutto ... ecco perchè i dati hanno probabilmente sorpreso a sto giro.
controprova ne è eurodolla che nonostante venga da periodo devastante.. a mala pena riesce ad issarsi flat... quindi .. non comprerei troppo l'ottimismo di apparenza del dato. Anzi.
934 anche i PMI tedeschi escono inaspettatamente alti Bruce_Banner | 21 feb : 09:45
come scrivevo prima, potrebbero essere influenzati dalle scorte per la previsione di chiusura della cina e per la produzione di materiali che di solito sono made in PRC ma si torna a produrli in casa sapendo che scarseggeranno?
934 anche i PMI tedeschi escono inaspettatamente alti Deus_ex_machina | 21 feb : 09:48
However, the actual details are not so pretty or at least not as encouraging as what the rebound in the headline suggests.
Nearly half of the index's month-on-month gain was attributable to a deterioration in supplier delivery times, which is linked to supply chain disruption from the coronavirus outbreak in China. Markit also highlights that in the report:
The 'flash' seasonally adjusted Suppliers' Delivery Times Index was at 47.0 in February, down from 55.1 in January. A reading below 50 signals deterioration in supplier delivery times. In the calculation of the headline Manufacturing PMI, the supplier delivery times index is inverted. Although there are positive signs with manufacturing output and new orders showing slower rates of decline, but it wasn't to say that there was significant improvement in those key areas that led to the strong reading today.
February saw the headline Flash Germany Manufacturing PMI climb from January’s 45.3 to a 13-month high of 47.8. Almost half of the index’s month-on-month gain was attributable to a deterioration in supplier delivery times*, which panellists predominantly linked to coronavirusrelated disruption in China. That said, there were also slight positive influences on the headline manufacturing PMI from the output, new orders, employment and stocks of purchases components, which all exhibited slower rates of decline. Latest data indicated signs of renewed weakness in new export orders across both manufacturing and services. After nearing stabilisation at the start of the year, overall inflows of new business from abroad fell markedly and at the fastest rate for three months in February. Total new orders meanwhile rose for the second month in a row, buoyed by stronger domestic demand, though the rate of growth was only modest and slower than in January
Re: 934 anche i PMI tedeschi escono inaspettatamente alti billirei | 21 feb : 10:08
settimana scorsa ero da RisparmioCasa e ho guardato gli spazzolini da denti, tutte le grandi marche famose sulla confezione hanno scritto made in PRC, quelli invece marchiati risparmiocasa sono fatti in italia da uno spazzolificio non ricordo dove (e costavano 0.99 )
934 anche i PMI tedeschi escono inaspettatamente alti vgioca | 21 feb : 10:00