高盛：美国经济指标更新

Investment Rating - The report does not explicitly provide an investment rating for the industry [2]. Core Insights - The nominal GS US Financial Conditions Index tightened by 7.9 basis points to 99.31, primarily due to a stronger dollar, while the real GS US FCI tightened by 7.7 basis points to 98.93 [5][7]. - The Q4 GDP forecast remains unchanged at +2.3% (quarter-over-quarter annualized) [9]. - The preliminary December Current Activity Indicator stands at +2.2%, down from +3.0% in November [18]. - The US MAP index of economic surprises increased to -0.51 [13]. Economic Indicators - The nominal GS US Financial Conditions Index and the real GS US FCI show tightening trends, indicating a shift in financial conditions [5][7]. - The tracking estimate for Q4 GDP growth remains stable at +2.3%, suggesting consistent economic performance [9]. - The Current Activity Indicator reflects a decrease in economic momentum, moving from +3.0% to +2.2% [18]. - The US MAP Surprise Index indicates a slight increase in economic surprises, suggesting potential volatility in economic data [13]. Labor Market Insights - The report includes a Labor Market Tracker, which shows trends in job growth and unemployment rates, although specific figures are not detailed in the provided content [22]. - Wage growth indicators are also tracked, reflecting changes in compensation trends over time [29][32]. Inflation and Consumer Sentiment - The Core Inflation Tracker indicates ongoing inflationary pressures, with the GS Core Inflation Tracker showing significant year-over-year changes [34]. - The GS Social Media Economic Sentiment Index provides insights into consumer sentiment, reflecting broader economic perceptions [36].