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【光大研究每日速递】20250608
光大证券研究· 2025-06-07 13:22
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客 户,用作新媒体形势下研究信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿 订阅、接收或使用本订阅号中的任何信息。本订阅号难以设置访问权限,若给您造成不便, 敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相关人员为光大 证券的客户。 今 日 聚 焦 【宏观】非农数据高于预期,美联储或更偏观望——2025年5月美国非农数据点评兼光大宏观周报(2025- 06-07) 2025年6月3日-2025年6月6日,我国已上市公募REITs二级市场价格整体呈现上行趋势:加权REITs指数收 于142.42,本周回报率为1.74%。与其他主流大类资产相比,回报率由高至低排序分别为:原油>可转债> 黄金>REITs>A股>美股>纯债。本周主力净流入总额为905万元,市场交投热情有所增长。 (张旭) 2025-06-07 您可点击今日推送内容的第3条查看 2025年5月美国新增就业高于市场预期,失业率也稳定在4.2%,显示美国就业市场相对稳健。其中,5月 底美国迎来阵亡将士纪念日, ...
特朗普,最新消息!美股飙升,黄金跳水!
Zheng Quan Shi Bao· 2025-06-06 15:10
Group 1 - President Trump criticized the Federal Reserve Chairman Powell, stating that the Fed's inaction on interest rates is a disaster, urging a 1% rate cut [1] - The U.S. labor market showed strong performance in May, with non-farm payrolls increasing by 139,000, exceeding Dow Jones' expectation of 125,000 but lower than the revised 147,000 in April [3] - Nearly half of the job growth in May came from the healthcare sector, which added 62,000 jobs, surpassing the average monthly growth of 44,000 over the past year [6] Group 2 - Average hourly earnings increased by 0.4% month-over-month and 3.9% year-over-year, both above market expectations of 0.3% and 3.7% respectively [6] - The private sector added only 37,000 jobs in May, significantly below the market forecast of 115,000 and marking the lowest level since early 2023 [6][9] - The strong employment data has led to a decrease in the likelihood of interest rate cuts, with the probability of three or more cuts dropping from 36% to 25% [9] Group 3 - The upcoming U.S. CPI data for May will be crucial for the Federal Reserve's interest rate decision, with expectations that the Fed will maintain current rates in the next policy meeting [10]
COMEX黄金窄幅下落 美国5月ADP就业人数远低于预期
Jin Tou Wang· 2025-06-05 09:30
Group 1 - COMEX gold prices are experiencing a slight decline, currently trading at $3396.20 per ounce, with a decrease of 0.04% [1] - The trading range for today shows a high of $3407.70 and a low of $3384.50, indicating a narrow fluctuation in prices [1][3] - The resistance levels for gold are identified between $3427 and $3437, while support levels are between $3304 and $3314 [3] Group 2 - Nadia Gharbi, a senior economist at Pictet Wealth Management, anticipates that the European Central Bank (ECB) will not provide clear signals regarding interest rate actions for July during its meeting [2] - Key developments expected before the July meeting include the end of a 90-day tariff suspension, additional information on Germany's 2025 and 2026 budgets, and upcoming PMI reports and inflation data [2] - The ECB is expected to lower interest rates by 25 basis points and revise down its economic growth and inflation forecasts for 2025 and 2026, suggesting a need for moderate monetary policy easing [2]
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]
【真灼港股名家】非农数据后 预期美联储降息时间再延后
Sou Hu Cai Jing· 2025-05-05 14:45
本星期美国联邦储备委员会(FOMC)即将举行议息会议,所以上周五公布的就业报告非常重要。 美国劳工部劳工统计局公布的数据显示,4月份非农就业人数为17.7万,低于3月份经修正后的18.5万 (就业数据被下调了5.8万个岗 位)。经济学家此前预计为13.8万。失业率为4.2%,与3月份持平。平均时薪按月增长0.2%,低于3月份的0.3%。 除了就业报告外,上周早些时候公布的数据显示,美国职位空缺在3月份大幅下降至六个月来的最低水平,ADP私营部门就业数据令 人失望,同时每周申请失业救济人数也大幅上升。 此外,上周四的ISM制造业调查显示4月份工厂活动持续萎缩,而第一季度国内生产总值数据显示萎缩0.3%。 美联储将于本周召开会议,由于4月份非农就业人数健康增长17.7万,以及失业率保持不变,让美联储确信暂时无需急于降低利率。 在去年3次降息共1厘后,美联储已将其基准利率维持在4.25%-4.5%。 根据伦敦证交所数据,联邦基金期货预计到12月将再降息近四次,每次25点子,但特朗普的关税政策笼罩著央行官员的政策决定, 他们在权衡潜在经济下滑的担忧与关税将推高通胀的忧虑之间寻求平衡。 优于预期的就业报告已将交易员对2 ...
跟踪美国就业数据,美联储谨慎观望,黄金震荡等待新指引?点击观看GMA指标直播分析
news flash· 2025-04-29 11:44
跟踪美国就业数据,美联储谨慎观望,黄金震荡等待新指引?点击观看GMA指标直播分析 相关链接 ...