美元/加元 (USDCAD) 加自选

2023年9月，德克萨斯州服务业的达拉斯联储一般商业活动指数四个月来首次下降至-8.6，为5月以来的最低水平。与此同时，公司前景指数小幅下降至-4.4，前景不确定性指数从8月的11.6上升至14.8。衡量州服务业状况的关键指标收入指数下降8点，至8.7，表明德克萨斯州服务业活动在9月份的扩张速度较慢。此外，劳动力市场指标显示就业增长放缓，工作时间略有增长。在成本方面，销售价格压力和工资增长有所缓解，而投入价格压力保持相对不变。

The Dallas Fed general business activity index for Texas' service sector declined for the first time in four months to -8.6 in September 2023, marking the lowest level since May. Meanwhile, the company outlook index edged down to -4.4, and the outlook uncertainty index ticked up to 14.8 from 11.6 in August. The revenue index, a key measure of state service sector conditions, fell eight points to 8.7, suggesting that Texas service sector activity expanded at a slower pace in September. Additionally, labor market indicators pointed to slower growth in employment and modest growth in work hours. On the cost front, selling price pressures and wage growth eased, while input price pressures remained relatively unchanged.

2023年9月，美国第五地区服务业活动调查的收入指数保持在4，与上月持平，表明服务产出略有增长。此外，需求指数从8月份的9上升到10，资本支出指数从零上升到3。设备和软件支出指数保持不变，为5，而当地商业条件和服务支出指标则降至负值。就业指数小幅上升至3，企业更有可能报告其寻找具备必要技能的工人的能力有所下降，同时继续报告工资上涨。最后，对未来收入和需求的预期略有下降，但依然强劲。

The Fifth District Survey of Service Sector Activity's revenues index in the US remained at 4 in September 2023, unchanged from the previous month, signaling a slight increase in service output. Additionally, the demand index increased to 10 from 9 in August, and the capital expenditure index advanced to 3 from zero. The equipment and software spending index remained unchanged at 5, while the gauges for local business conditions and services expenditures declined into negative territory. The employment index edged up to 3, and firms became more likely to report an easing in their ability to find workers with the necessary skills, while continuing to report wage increases. Finally, expectations for future revenue and demand decreased slightly but remained strong.

里士满地区的制造业活动指数从8月份的-7升至2023年9月的5，超过了市场预期的-6。这是该指数自2022年春季以来的首次正面读数，三个组成指数均有所上升。9月份出货量指数从8月份的-5上升到7，新订单指数从-11上升到3，就业指数从-3上升到7。尽管订单积压指数有所上升，但大多数公司的积压订单和供应商交付周期仍在下降。支付价格的平均增长率有所上升，而收到价格的平均增速则略有下降。公司继续预计，未来一年两者都将放缓。然而，随着该指数小幅下跌2点至0，企业对当地商业状况并不乐观。未来当地商业状况指数略有下降，但仍为正，从10降至6。

The Manufacturing Activity Index in the Richmond area rose to 5 in September 2023 from -7 in August, beating market expectations of -6. It was the first positive reading of the index since the spring of 2022, as each of its three component indexes increased. The shipments index improved to 7 in September (from -5 in August), the new orders index increased to 3 (from -11), and the employment index rose to 7 (from -3). Although the orders backlogs index increased, most firms continued to report declining backlogs and vendor lead time. The average growth rates of prices paid increased somewhat, while the average growth rate of prices received edged downward. Firms continued to expect both to moderate in the coming year. Firms were not much more optimistic about local business conditions, however, as the index edged down two points to 0. The index for future local business conditions fell slightly, but remained positive, declining to 6 (from 10).

美国新建独栋房屋的销售额下降了8.7%，为2022年9月以来的最大降幅，2023年8月经季节性调整后的年化率为67.5万套。这一结果与市场预计的70万销售额和上月上调8%的增幅相比。急剧下降与抵押贷款利率飙升一致，这表明美联储的激进加息运动在今年第三季度得到了更大程度的传导。中西部（-17.2%至77K）、西部（-9.4%至183K）和南部（7.5%至383K）的销售额大幅下降，但东北部（6.7%至32K）的销量有所上升。与此同时，新房售价中值为430300美元，而平均售价为514000美元，分别低于一年前的440300美元和530800美元。截至8月底，共有43.6万套房屋待售，按目前的销售速度计算，相当于7.8个月的供应量。

Sales of new single-family houses in the United States slumped by 8.7%, the most since September 2022 to a seasonally adjusted annualized rate of 675K in August of 2023. The result compares with market estimates of 700K sales and an upwardly revised 8% jump in the previous month. The sharp decline was consistent with soaring mortgage rates, signaling that the aggressive hiking campaign from the Federal Reserve is being transmitted to a bigger extent in the third quarter of the year. Sales plunged in the Midwest (-17.2% to 77K), the West (-9.4% to 183K) and the South (7.5% to 383K) but rose in the Northeast (6.7% to 32K). Meanwhile, the median price of new houses sold was $430,300, while the average sales price was $514,000, below $440,300 and $530,800 respectively, a year ago. There were 436K houses left to sell at the end of August, corresponding to 7.8 months of supply at the current sales rate.