富国银行:美国稳健的国内需求持续推动进口

汇通网2021-11-05

富国银行: 美国稳健的国内需求持续推动进口;在过去一年的大部分时间里, 美国国内需求强劲,导致进口增速超过出口增速。随着服务业支出重新逐步回归平衡,进口增速应该最终会有所放缓,并在一定程度上缓解 美国最大港口的压力。这些表明,我们可能需要一段时间才能取得重大缓和,情况在好转之前可能会变得更糟。此外,补充创纪录低位零售库存的需求,可能会使商品在一段时间内继续加速流入 美国。但随着贸易逆差逐渐收窄,国...

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