贝森特给出“前瞻指引”：美国经济将在四季度“大幅加速”，制造业“不能弹指一挥间建工厂”

Core Viewpoint - The U.S. Treasury Secretary, Becerra, predicts a significant acceleration in the U.S. economy in the fourth quarter, despite current weak employment data [1][3]. Employment Data - The U.S. labor market showed disappointing results, with only 22,000 jobs added in August and the unemployment rate rising to 4.3%, marking the fourth consecutive month of weak employment data [2][3]. - Becerra acknowledges the loss of 42,000 manufacturing jobs since the announcement of comprehensive tariff policies in April [3][4]. Economic Policy and Recovery - Becerra defends the government's economic policies, stating that recovery in manufacturing will take time and cannot be achieved overnight [3][4]. - He emphasizes the need for patience regarding the manufacturing sector's recovery and highlights that significant investments are being planned by companies in the U.S. [5]. Investment Intentions - There is a record level of investment intentions from companies planning to build production facilities in the U.S., which is expected to create job opportunities in construction first, followed by manufacturing [5]. - Becerra mentions that the Treasury Department is receiving daily inquiries from management teams, with most companies indicating plans to increase capital expenditures and employment [5]. Criticism of Data and Federal Reserve - Becerra questions the reliability of the employment data, suggesting that August is typically a noisy month for data collection and that significant revisions may occur [4]. - He criticizes the Federal Reserve for being slow to respond to economic data, suggesting that they should have started lowering interest rates earlier [4].