前瞻:鲍威尔和PCE物价指数提前为本月降息定调
Sou Hu Cai Jing·2025-12-01 07:37

Group 1 - The article provides a forward-looking analysis of key economic events occurring next week, focusing on their potential impact on monetary policy decisions, particularly interest rate adjustments [1] - Key events include the release of the November ISM Manufacturing PMI, which is crucial for understanding the current state of the manufacturing sector in the U.S. A further decline in this data could increase the likelihood of a rate cut by the Federal Reserve in December [3] - The speech by Federal Reserve Chairman Jerome Powell is anticipated, although it may not contain significant statements regarding monetary policy due to the current "quiet period" before the Fed's decision [3] Group 2 - The U.S. August JOLTs job openings data is expected to provide insights into the current labor market conditions [4] - The U.S. November ADP employment change is being closely monitored, with expectations of a modest increase of 20,000 jobs, reflecting the negative impact of the government shutdown on the labor market [6] - The U.S. September Core Personal Consumption Expenditures Price Index is projected to slightly slow to 2.8%, making it a critical inflation indicator before the Federal Reserve's decision [8]