吴说本周宏观指标与分析:美联储会议纪要、美联储主席人选或将揭晓
Sou Hu Cai Jing·2025-12-28 23:58

Group 1 - The US GDP for Q3 exceeded expectations, recording an annualized growth rate of 4.3%, compared to the expected 3.3% and the previous 3.8% [2] - The core PCE price index for Q3 was reported at an annualized rate of 2.9%, aligning with market expectations and higher than the previous value of 2.6% [2] - The actual personal consumption expenditures for Q3 showed a significant increase, with an initial rate of 3.5%, surpassing the expected 2.7% and the previous 2.5% [2] Group 2 - The Bank of Japan's October meeting minutes indicated a potential for continued interest rate hikes if economic and price forecasts are met [2] - Cleveland Fed President Beth Hammack stated that there is no need to adjust interest rates in the coming months, maintaining a policy rate in the range of 3.5% to 3.75% at least until spring next year [2] - The Canadian central bank decided to maintain its policy rate at 2.25% after a cumulative rate cut of 100 basis points earlier in the year, citing ongoing supply surplus in the economy [2] Group 3 - Key upcoming events include the release of the Bank of Japan's monetary policy meeting summary on December 29 and the Federal Reserve's monetary policy meeting minutes on December 31 [3] - The US initial jobless claims for the week ending December 20 are expected to be 214,000, lower than the anticipated 224,000 [2] - The potential announcement of a new Federal Reserve chair by President Trump is expected in the first week of January [3]