Group 1: U.S. Economic Indicators - Q3 U.S. GDP growth recorded at 2.8%, slightly below the expected 3.0%[2] - Personal consumption contributed 2.46% to GDP, up from 1.90% in Q2[2] - October non-farm payrolls added only 12,000 jobs, significantly below the expected 113,000[4] Group 2: Inflation and Employment - Core PCE inflation for September at 2.7%, slightly above the expected 2.6%[6] - Average hourly earnings year-on-year growth steady at 4.0%[4] - Unemployment rate increased to 4.14%, above the expected 4.10%[4] Group 3: Manufacturing and Trade - October manufacturing PMI rose to 50.1, indicating expansion[8] - Trade deficit impact on GDP narrowed from -0.90% in Q2 to -0.56% in Q3[3] - New export orders fell to 47.3, reflecting weak external demand[8] Group 4: Market Reactions - U.S. dollar index rebounded to 104.3 after initial drop[1] - 10-year U.S. Treasury yield approached key levels, indicating market volatility[1] - Focus remains on upcoming U.S. elections and November FOMC meeting[1]
宏观周报：罢工&飓风扰动美国非农，国内财政面纱即将揭露
Tong Guan Jin Yuan Qi Huo·2024-11-04 08:03