Börsennotizbuch

Und hier haben wir es — das US-BIP ist jetzt auch offiziell nach oben auf 0,9% reale Wachstumsrate im ersten Quartal 2008 revidiert worden:

Gross domestic product, a measure of overall economic growth, expanded at an annual rate of 0.9 percent in the first three months, according to a Commerce Department report. That was higher than the initial estimate, released a month ago, which had put the growth rate at 0.6 percent.

NYTimes.com, Economic Growth Is Revised Higher

Die offizielle Meldung des Bureau of Economic Analysis (BEA).

NY Times mit einigen Einzelheiten:

Inventories slipped slightly, signaling that businesses are producing fewer goods in anticipation of slack consumer demand. Imports dipped 2.6 percent, revised down from an initial estimate of a 2.5 percent increase. A measure of consumer spending, known as “real final sales growth,” was revised up from last month’s estimate of a decline of 0.2 percent, but only to the still-anemic pace of 0.7 percent.

Insgesamt wird nirgends (?) die revidierte Zahl als eine besondere Erleichterung dargestellt, sie biete überhaupt keinen Anhaltspunkt, an die schwere Verfassung der US-Wirtschaft zu zweifeln… Was alles schlimm ist, fasste Barry Ritholtz zusammen:

-Weakest two quarter growth since 2001 recession;
-Private inventory investment added 0.81% to GDP growth;
-Final Sales of domestic product: (GDP growth – private inventories) 0.7% (-0.2% previously)
-Personal consumption expenditure unchanged at +1% (slowest since Q2 2001)
-Gross private domestic investment: -6.5% (previously -4.7%);
-Residential investment “improved” to -25.5% from -26.7% (most since 1981);
-Business fixed investment: -7.8% (improved from -9.7%);
-Exports weakened to +2.8% from +5.5%;
-Imports weakened to -2.6% from +2.5% ;
-Federal Government consumption expenditure and gross investment: +4.4% (+4.6% previously);
-State and Local Govt: 0.6% (+0.5% previously)

Ok, aber 0,9 ist schon etwas weiter weg von Rezession…