11月纽约联储制造业指数大幅攀升
Sou Hu Cai Jing·2025-11-17 16:53

Core Viewpoint - The significant increase in the New York Fed manufacturing index from 10.7 to 18.7 in November indicates resilience in the U.S. manufacturing sector, despite signs of weakness in the employment market and the ongoing government shutdown [2] Economic Indicators - The November New York Fed manufacturing index rose sharply, reflecting strong growth potential in the U.S. economy [2] - Recent employment data suggests signs of fatigue in the U.S. job market, which contrasts with the positive manufacturing index [2] Federal Reserve Policy - There is considerable disagreement within the Federal Reserve regarding monetary policy direction for the December meeting, with conflicting views from key officials [2] - If more economic data indicates robust growth before the December meeting, the Fed may consider pausing interest rate cuts [2] - The resilience shown in certain economic data may mislead the Fed, potentially resulting in a lag in policy decisions and greater growth challenges and uncertainties for the U.S. economy [2]