美联储褐皮书:总体而言,根据十二个联邦储备区的大多数报告,经济活动自上次报告以来变化不大,不过有两个地区指出出现了温和的下滑,有一个地区报告了温和的增长。消费者总体支出进一步下降,但高端零售支出仍保持韧性。一些零售商指出,政府停摆对消费者购买产生了负面影响。在联邦税收抵免到期后,汽车经销商报告电动汽车(EV)销量下降。旅游业和旅游活动报告显示最近几周变化不大,一些联系人指出消费者在非必要支出上持谨慎态度
Hua Er Jie Jian Wen·2025-11-26 19:05
Core Insights - The Federal Reserve's Beige Book indicates that overall economic activity has not changed significantly since the last report, with two districts noting a moderate decline and one district reporting moderate growth [1] - Consumer spending has decreased overall, although high-end retail spending remains resilient [1] - Some retailers have reported that the government shutdown has negatively impacted consumer purchasing behavior [1] - Following the expiration of federal tax credits, auto dealers have reported a decline in electric vehicle (EV) sales [1] - The tourism industry has shown little change in recent weeks, with some contacts noting that consumers are cautious about non-essential spending [1]