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ISM manufacturing PMI 49.1 vs. 49.0 estimated
Youtube· 2025-10-01 22:30
It's been a busy morning of private economic data. Getting some more. Let's get to Rick Santelli.Hey, Rick. Yes, Carl. These are ISM manufacturing PMI September final reads.And we see sub 50 on the headline. 49.1% largely expected. 49.1% would be the lightest going back to well uh going back to March, March of this year when it was 49.Even if we look at prices paid and of course we'd rather have this go down and reflect less inflationary pressures comes in it's 61.9% sequentially lower than 63.7% would be t ...
Initial Claims More Than Expectations
ZACKS· 2025-05-02 00:10
市场动态 - 盘前期货小幅上涨 但低于经济数据发布前水平 今日开盘前将迎来多家公司一季度财报 包括部分"Mag 7"公司将在收盘后公布业绩 [1] - 标普制造业PMI预计微降至50.6 仍高于荣枯线 ISM制造业指数预计进一步下滑至47.8% 低于前值49.0% [9] - 3月建筑支出预计环比下降0.5个百分点 从2月的+0.7%降至+0.2% [10] 就业数据 - 上周初请失业金人数达24.1万 远超预期的22.5万 创今年2月第三周以来新高 [2][3] - 持续申领失业金人数突破190万至191.6万 为2021年11月以来最高水平 但需观察后续是否会被下修 [4] 公司财报 礼来(LLY) - 一季度每股收益3.34美元 低于预期的3.52美元(-5%) 营收127.3亿美元超预期0.8% 减肥药Mounjaro销售额达38.4亿美元 股价下跌4.7% [5] 麦当劳(MCD) - 每股收益2.67美元超预期3美分 营收59.6亿美元低于预期2.12% 同店销售额跌至5年低点 股价下跌2% [6] CVS健康(CVS) - 每股收益2.25美元大幅超预期31.6% 营收945.9亿美元超预期1.76% 股价上涨8.7% 年内累计涨幅达48% [7] Wayfair(W) - 每股收益0.10美元 大幅扭转预期的-0.18美元(+155%) 营收27.3亿美元超预期0.7% 股价上涨6% 但年内仍下跌32% [8] 即将公布财报 - 今日盘后将公布亚马逊(AMZN)和苹果(AAPL)财报 另有万事达(MA)、安进(AMGN)和Twilio(TWLO)等公司业绩 [11]