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发表于 2010-3-25 01:21 PM
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明早8:30 GDP是2ND REVISION,通常没多大影响力. 9:55 CONSUMER SENTIMENT重要,尤其对XLY.
Prior Consensus Consensus Range
Real GDP - Q/Q change - SAAR 5.9 % 5.9 % 5.7 % to 6.0 %
GDP price index - Q/Q change - SAAR 0.4 % 0.4 % 0.4 % to 0.6 %
Market Consensus Before Announcement
GDP growth for the fourth quarter's second estimate was revised upward to an annualized 5.9 percent from the initial estimate of 5.7 percent. The higher estimate reflected more positive contributions from private inventory investment, exports, personal consumption expenditures (PCE), and nonresidential fixed investment. Imports, which are a subtraction in the calculation of GDP, increased. Unfortunately, final sales growth was revised to a more modest 1.9 percent increase from the original estimate of 2.2 percent. Analysts are hoping that the second revision to GDP has a higher number for final sales. On the inflation front, the GDP price index was revised down to a 0.4 percent rise, compared to the original estimate of an annualized 0.6 percent. |
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