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日本数据好于预期,复苏回到正轨

关键词:日本经济数据

日本6月制造业活动扩张速度快于最初估计,暗示国内需求已经从4月初上调消费税的影响中快速复苏。Markit/JMMA日本6月经季节调整的制造业采购经理人指数(PMI)终值为51.5,高于初值51.1和4月的49.9。该指数三个月来首次升至50的荣枯分水岭上方。

日本央行短观调查显示,大型日本企业今年的支出计划高于预期,进一步印证该国经济在第二季预期下滑后,复苏将回到正轨。6月大型制造业景气判断指数较三个月前下滑5点至正12,逊于市场预期,且为六个季度以来首次下降。但大型制造业者预期,未来三个月企业状况将改善,凸显出他们乐观认为,出口很快将会升温,消费也将能抵挡住增税的冲击。

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