德国消费者信心意外回暖 关税影响程度相对下降

GoldenOctober2024
NIM5,2%
TRUMP0,73%

金十数据4月29日讯,尽管面临美国贸易政策冲击经济的警告,但德国消费者信心却意外上升,消费者寄希望于即将上任的新政府的稳定性。5月GfK消费者信心指数升至-20.6,较4月高出3.7点,也高于市场预期。NIM消费者专家Rolf Buerkl表示,特朗普在调查前夕开始的关税行动尚未对消费者情绪产生持久影响。调查显示,消费者的收入预期和购买意愿都有明显上升,甚至经济预期也略有改善。消费者似乎更受二月大选后组建政府谈判的影响。Buerkl指出,“目前对德国消费者而言,尽快组建政府显然更为重要,这导致此前构成不确定性的关键因素重要性下降。”调查还显示消费者储蓄率出现下降,而此前储蓄增长是阻碍经济活动复苏的主要问题。

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