劳动力市场

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MacroPolicy Perspectives创始人:(美联储)在某个时点将利率下调50个基点“完全合理”。劳动力市场数据显示我们正逐渐陷入衰退。
news flash· 2025-05-07 18:01
MacroPolicy Perspectives创始人:(美联储)在某个时点将利率下调50个基点"完全合理"。劳动力市场 数据显示我们正逐渐陷入衰退。 ...
分析师:就业疲软数据出现时,美联储才可能降息
news flash· 2025-05-07 06:54
分析师:就业疲软数据出现时,美联储才可能降息 金十数据5月7日讯,Metzler的分析师认为,货币市场可能对美联储今年降息过于乐观。Metzler坚持其 预测,即2025年美联储将降息两次,现在预计下一次宽松政策只会在7月份出台,主要原因是美国劳动 力市场持续强劲。根据LSEG的数据,货币市场预计2025年将有三次降息。分析师预计,鲍威尔将在新 闻发布会上重点讨论价格稳定问题。尤其是不断上升的通胀预期,目前正引起货币当局的担忧。只有当 美国经济疲软反映在劳动力市场上时,才有可能降息。 ...
分析师:如果美联储抵制降息押注,美元可能上涨
news flash· 2025-05-06 13:55
Core Viewpoint - The report from Monex Europe analysts suggests that if the Federal Reserve suppresses market expectations for interest rate cuts in the upcoming meeting, the US dollar may strengthen [1] Economic Indicators - The market anticipates a potential interest rate cut in June, but recent US data indicates that the Federal Reserve is unlikely to ease policies before the fourth quarter [1] - Inflation remains high due to tariffs, which are expected to further increase price pressures [1] - The labor market remains robust, contradicting expectations of an economic slowdown [1] Federal Reserve's Position - The Federal Reserve has limited options other than to delay market easing expectations and emphasize the resilience of the potential economic conditions [1]
美国国债收益率上升,曲线趋陡
news flash· 2025-05-06 06:49
Group 1 - The core viewpoint of the article highlights the rise in U.S. Treasury yields, indicating a steepening yield curve ahead of the Federal Reserve's upcoming meeting [1] - The increase in yields is influenced by recent employment data, which is constraining the Federal Reserve's monetary policy decisions [1] - Economists at Pimco predict that the Federal Reserve is unlikely to cut interest rates before later this year unless there is a significant slowdown or contraction in the labor market [1]
dbg markets:经济弹性而不是经济衰退,美联储将继续袖手旁观
Sou Hu Cai Jing· 2025-05-06 02:22
Core Insights - The recent U.S. employment report is viewed positively, highlighting the resilience of the labor market amidst a complex economic environment [1][3] Labor Market Analysis - The employment report indicates a strong labor market characterized by resilience rather than recession, with significant non-farm job growth and a stable unemployment rate [3] - Job vacancies remain steady, and hiring has not significantly slowed despite external uncertainties, with some sectors increasing recruitment efforts [3] - The leisure and hospitality sectors continue to absorb a large workforce, supported by consumer market demand, while the tech industry is driven by innovation despite global competition [3] Economic Outlook - Despite the positive employment data, potential risks from trade policies, such as tariffs and trade negotiation uncertainties, pose challenges to the economy [4] - The manufacturing and agricultural sectors, heavily reliant on imports and exports, are particularly vulnerable to trade tensions, which could lead to profit declines and potential layoffs [4] - Overall economic indicators for early April show strong fundamentals, including stable consumer confidence and retail sales growth, but the future economic outlook remains uncertain due to global economic slowdowns and trade policy risks [4] Federal Reserve's Position - The Federal Reserve is likely to maintain a wait-and-see approach until there are clear signs of labor market weakness [5] - Current strong labor market performance reduces the urgency for the Fed to implement rate cuts or other easing measures [5] - The impact of trade policies on the economy remains unclear, and premature actions by the Fed could exacerbate market uncertainties [5]
金晟富:5.3黄金非农落地陷入震荡!后市黄金行情分析参考
Sou Hu Cai Jing· 2025-05-02 16:38
与其在繁杂的分析中徘徊,不如坚定跟随一位专业可靠的引路人。尽管市场变幻莫测,无人能承诺百分 百盈利,但我们拥有独家打造的入场、出场、风控三位一体平衡术。通过科学严谨的入场时机研判,让 你在最佳点位精准布局;凭借精准无误的出场策略,确保你及时落袋为安;再依托严密的风控体系,为 你的资金安全保驾护航。凭借这套完善的体系,实现稳定盈利并非遥不可及。只要坚持下去,积少成 多,财富增长的目标轻松可达。别再犹豫,选择我们,开启你的财富增值之旅。 近期有哪些消息面影响黄金原油走势?后市黄金多空该如何研判? 换资前言: 一篇文章的触动,或许只是投资路上的短暂启发。但日复一日、精准无误的行情分析,才是你财富稳步 增长的核心秘诀。你在投资的茫茫信息海洋中,想必已浏览过无数分析,也见证过不少盈利案例,可为 何亏损仍如影随形?原因就在于,你习惯将众多观点综合考量后操作,然而金融市场本就是一场残酷的 博弈,遵循着多数人失败、少数人成功的铁律。过多观点的杂糅,往往让你陷入迷茫,错失最佳时机。 空单策略: 周五(5月2日),北京时间20:30,美国劳工统计局(BLS)公布了备受关注的4月非农就业报告,数据 显示美国经济新增就业17.7万人 ...