机构:若失业率每月上升0.1%,美联储降息空间被低估
Xin Lang Cai Jing·2025-12-20 06:42
Core Viewpoint - The November inflation rate in the U.S. was significantly lower than economists' predictions, and the unemployment rate unexpectedly rose, leading to cautious interpretation of the data by investors due to the distortion caused by a 43-day federal government shutdown [1] Group 1 - The current inflation data shows limited potential for significant upward surprises, according to Michael Lorizio, head of U.S. rates and mortgage trading at Manulife Investment Management [1] - If the labor market continues on its current trajectory, with the unemployment rate rising by 0.1 percentage points each month, the potential for further interest rate cuts next year may be underestimated [1]