Whalesbook
Manufacturing Faad raha hai, Services peeche.
May mein US ki economy mein do alag hi kahaniyan chal rahi hain. Ek taraf manufacturing boom kar raha hai, 48 mahino ka sabse strong level dikha raha hai. Dusri taraf, services sector thoda contract kar raha hai. Ye sab manufacturing mein kaafi achha rebound aur restocking ki wajah se ho raha hai, lekin services sector ko badhti costs aur kam demand ka saamna karna pad raha hai.
Manufacturing Production zabardast!
US manufacturing PMI May mein 55.3 ho gaya hai, jo May 2022 ke baad sabse high hai. Production mein last 2 saal se zyada ka sabse fast growth dekhne ko mila hai, aur jobs bhi June 2025 ke baad sabse zyada badhe hain. New orders bhi acche hain, aur companies future mein price hikes aur supply chain issues ko dhyan mein rakhte hue apna stock badha rahi hain. Suppliers ki delivery times bhi kaafi lambi ho gayi hain, jo August 2022 ke baad pehli baar hui hai.
Services Sector mein girawat, costs badhi.
Vahi, services sector ka Business Activity Index May mein 50.9 par aa gaya, jo 2 mahine ka sabse low hai. Is wajah se, overall US Composite PMI 51.7 par steady raha, jo private sector ke mixed performance ko dikhata hai. Service providers ne last year mein sabse tez input cost badhotri dekhi hai, jiske karan unhone selling prices bhi badha diye hain. Naye projects ki demand kam hone ki wajah se, firms ne May 2020 ke baad sabse tezi se jobs cut kiye hain, aur sector mein business optimism bhi ek saal ke low par aa gaya hai.
Middle East Conflict ka asar.
Middle East mein chal rahe conflict ka economy ki demand aur costs par kafi asar pad raha hai. Export sales ko nuksaan ho raha hai, aur war ki wajah se supply chain mein problems aur energy prices badhne se input cost inflation aur badh gaya hai. S&P Global Market Intelligence ke Chief Business Economist, Chris Williamson ne is conflict ko...