Group 1 - The market is expected to be relatively quiet due to the Labor Day holiday in the US and Canada, with a focus on the manufacturing PMI data for August from major economies, particularly the UK and Eurozone, which indicate continued contraction [1] - The Eurozone's August CPI initial value is being monitored to see if it remains steady at 2% or increases, which could impact the European Central Bank's decisions on interest rate cuts by the end of the year [3] - Australia's GDP for Q2 is anticipated to show a year-on-year growth rate of 1.6%, which is crucial for maintaining confidence in the economy, especially after recent interest rate cuts by the Reserve Bank of Australia [6] Group 2 - The US ISM manufacturing PMI for August is expected to rise to 49, and if it falls below 48, it would mark the lowest level since October of the previous year, affecting market confidence in economic prospects [3] - The US ADP employment figures for August are projected to slow down to 68,000 after a surprising increase in the previous month, which could influence market expectations regarding the Federal Reserve's interest rate decisions [6] - The Eurozone's Q2 GDP revision is expected to maintain a growth rate of 1.4%, which may support the European Central Bank's decision to keep interest rates unchanged [8]
本周前瞻:美国非农成指引9月开局和降息前景的关键
Sou Hu Cai Jing·2025-09-01 08:38