https://www.markiteconomics.com/Public/Home/PressRelease/81917888e2564d4bad0bb3b1c7ae992f?hsid=c8d564d4-8087-4905-bc78-78941c5fcb28

오늘 미국 PMI 발표 코멘트인데,

반도체 부족 얘기는 여기도 여러 번 소개했었고,

원자재들도 난리죠.

컨테이너는 물론이고, 미국의 경우 트럭 운송도 수요가 많이 늘었습니다.

미국 렌터카 업체들은 신차를 못 구해서, 중고차 시장을 기웃거리고 있다는 뉴스도 있었습니다.

우리나라 현기차의 경우도 마이너스 옵션이나 기본 옵션 출고 유인을 하고 있죠.

Demand is outpacing supply of new vehicles – why that’s bad for shoppers but good for investors
https://www.cnbc.com/2021/05/03/auto-markets-supply-demand-imbalance-bad-for-buyers-good-for-investors.html

Rental Companies Buy Up Used Cars as Microchip Crisis Gets Worse
Hertz, Enterprise turn to auctions with new cars scarce
Car crunch will boost rates for companies -- and hurt renters
https://www.bloomberg.com/news/articles/2021-05-03/rental-companies-buy-up-used-cars-as-microchip-crisis-gets-worse

반도체 부족에…현대차 "옵션 선택 안하면 아이오닉5 빨리 출고"
https://www.yna.co.kr/view/AKR20210503135800003



Truckers Expect U.S. Transport Capacity Crunch to Persist
Freight demand in a surging American economy is growing well ahead of truck availability, pushing up shipping costs
https://www.wsj.com/articles/truckers-expect-u-s-transport-capacity-crunch-to-persist-11619956801


Rally in Transportation Stocks Nears 122-Year-Old Record Streak
Gains underscore investors’ expectations that rebounding economy will boost companies carrying goods, raw materials
https://www.wsj.com/articles/rally-in-transportation-stocks-nears-122-year-old-record-streak-11619775003


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유로존 제조업 PMI
https://www.markiteconomics.com/Public/Home/PressRelease/85d0000d867c4c2ab2d4e36ae851847f?hsid=b9916353-be39-4553-be5e-2e7f55232bc4

글로벌 제조업 PMI
https://www.markiteconomics.com/Public/Home/PressRelease/822c6852695d4687bd06239011648b80?hsid=3d15cc8e-70c3-4163-a9be-be4e6b03cf3a

유럽 잘 나왔네요.