美国初请失业金人数仍处低位——海外周报第125期

Core Viewpoint - The article highlights the current economic indicators in the US, Eurozone, and Japan, noting low unemployment claims in the US, rising commodity prices, and upcoming key economic data releases [2][4][10]. Group 1: Important Economic Data - For the week of January 26-30, US durable goods orders for November exceeded expectations, and December PPI also surpassed forecasts [4][17]. - Eurozone's Q4 GDP and December unemployment rate were better than expected [4][18]. - Japan's December industrial output was above expectations, while January Tokyo CPI fell short [4][20]. Group 2: Weekly Economic Activity Index - The US WEI index rose to 2.49% for the week of January 24, up from 2.16% the previous week [5][22]. - The German WAI index remained low, at 0.04%, showing slight improvement from the previous week [5][22]. Group 3: Demand - The US Redbook commercial retail sales year-on-year growth rate increased to 7.1%, up from 5.5% the previous week [6][26]. - The 30-year mortgage rate in the US was stable at 6.1%, with a slight decline in mortgage applications [6][29]. Group 4: Employment - Initial jobless claims in the US were slightly below expectations at 209,000, while continuing claims fell to 1.827 million, better than anticipated [7][31][32]. - Job vacancy numbers showed stability, with the Indeed job vacancy index at 104.4, slightly lower than December's average [31][35]. Group 5: Prices - Commodity prices saw a significant increase but experienced a notable pullback on Friday. The RJ/CRB commodity price index rose by 2.5% week-on-week [8][36]. - US gasoline prices continued to rebound, reaching $2.75 per gallon, up 1.7% from the previous week [8][36]. Group 6: Financial Conditions - Financial conditions in the US and Eurozone tightened slightly, with the Bloomberg financial conditions index for the US at 0.775, down from 0.812 [9][38]. - Offshore dollar liquidity remained stable, with minor changes in swap basis for both yen and euro against the dollar [9][40]. Group 7: Fiscal - As of January 29, US federal funds cumulative expenditure was approximately $532.4 billion, with a year-on-year growth rate of 2.9% [10][49][50].