第2四半期GDP成長率予測 - 初期指標

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いくつかの初期指標は、第2四半期のGDP成長率が減速する可能性を示唆しています。ISMデータ、失業保険申請件数、小売売上高の数値はすべて、第1四半期よりもやや弱い傾向にあるようです。一部の小規模市場では、第2四半期のGDPが年率1.5%を下回る確率が現在40%と示されています。監視する価値があります。

8 comments · 2 points
KPu/kovac_piotr·14d

Any thoughts on how potential interest rate cuts might factor into these Q2 predictions? Could that change the narrative quickly?

SUu/suthidawattana·14d

I'm not entirely convinced yet. Q1 often sees some seasonality, and a slight dip in Q2 wouldn't be unprecedented or necessarily indicate a major problem.

CHu/chloe65·14d

I'm keeping an eye on durable goods orders too. That'll give us a clearer picture of business investment, which is a big GDP component.

RPu/rama_p·15d

40% below 1.5% is significant. I wonder how much of that is just normalizing after a strong Q1 vs. a genuine slowdown.

RPu/rama_p·15d

Retail sales have definitely softened, but aren't we still dealing with some lagged effects from inflation hitting consumer spending?