智利《三点钟报》10月7日报道，据智利国家统计局（INE）发布的数据，智利工 资水平在八月份再次跑赢通货膨胀，实际工资指数同比增长2.0%，这标志着其已实现 连续30个月的上涨。数据显示，八月份普通时薪平均为7019智利比索，同比增长 6.3%；其中女性时薪为6822比索，增长6.5%，男性为7200比索，增长6.2%。从经济部 门看，商业活动在相关指数中贡献最大正向影响，而教育与建筑业也表现显著。 （原标题：智利实际工资连续30个月保持增长） ...

Group 1: Market Sentiment and Economic Indicators - Risk sentiment has declined in Europe, leading to a general drop in stock markets after an initial rise earlier in the week, with UK companies facing downgrades impacting stocks like Haleon, easyJet, and Domino's Pizza [1] - The UK labor market shows signs of weakness, with job vacancies decreasing by 10,000 and an increase in the unemployment rate, indicating a stagnation in employment growth [2] - Despite a stagnant job market, wage growth remains high at 4.8%, although real wage growth adjusted for inflation is only 1%, suggesting a decline in actual income [2][3] Group 2: Interest Rates and Inflation - The UK interest rate futures market does not anticipate significant rate cuts despite the weakening labor market, with expectations of less than one cut by March and slightly over one cut by July [3] - High inflation combined with a weak labor market raises concerns about stagflation in the UK economy, complicating the economic outlook ahead of the budget [3] Group 3: Currency and Commodity Movements - The British pound has appreciated by 0.3% against the US dollar, reaching a two-month high, as the UK economy lacks support for rate cuts [4] - Gold prices have reached a new historical high, driven by a weaker dollar, with mining stocks like Fresnillo leading gains in the FTSE 100 index [6] Group 4: US Market Dynamics - Despite pressure on European markets, US stock indices are expected to rise slightly, with major tech companies like Tesla, Alphabet, and Oracle driving the S&P 500 to new highs [7] - The performance of the "Magnificent Seven" tech giants has significantly influenced the market, with potential risks if the Federal Reserve's upcoming meeting does not align with market expectations [7]

今天分享的是：2024-2025年全球工资报告：全球工资不平等现象是否正在减少？ 报告共计：144页 《2024-2025年全球工资报告》由国际劳工组织发布，聚焦全球工资不平等现象及工资变动趋势，旨在为政策制定者、社会合 作伙伴等提供参考。报告显示，2022年全球实际工资出现负增长，2023年恢复正增长，2024年前两季度增速达15年来最大， 不同经济体表现分化，G20发达经济体2022-2023年实际工资连续下降，2024年预计转正，而G20新兴经济体同期保持正增 长。分地区看，亚洲和太平洋地区、中亚和西亚及东欧工资增长较快，非洲、北美等部分地区增长缓慢或下降。高收入国家 劳动生产率增速长期高于实际工资，且2021-2022年生活成本危机对低收入家庭影响更大，他们在必需品上支出占比高且价格 涨幅超平均CPI。在工资不平等方面，自21世纪初，约2/3有数据国家工资不平等现象减少，低收入和中低收入国家下降更明 显，但全球收入最低10%劳动者收入仅占工资总额约0.5%，最高10%占近38%，差距显著。纳入非工资劳动者后，收入不平等 更突出，性别收入差距、正规与非正规就业者收入鸿沟扩大，低收入和中等收入国家尤为明显 ...

Group 1 - The core viewpoint of the article highlights the continued weakness in Germany's private sector growth as indicated by the July PMI data, particularly in manufacturing [1] - Manufacturing PMI remains below the neutral line, suggesting ongoing fragility in the sector, although manufacturing output has expanded for five consecutive months, indicating signs of recovery [1] - The services sector is no longer a drag on economic growth, with new business volumes in July experiencing their first increase in nearly a year after ten months of decline [1] Group 2 - The improvement in economic outlook aligns with expectations, driven by real wage growth and expansionary fiscal policies that are likely to support overall economic stabilization [1]

Group 1 - The core inflation rate in Japan remains slightly below 2% [1] - The gap between core inflation and overall inflation is expected to narrow, but this process will take some time [1] - Continuous growth in real wages is crucial for the economy [1]

Core Insights - The Hungarian Minister of Economy has projected that real wages may increase by approximately 5% over the next few years [1] Group 1 - The forecasted growth in real wages is indicative of potential improvements in the purchasing power of consumers in Hungary [1] - This wage growth could positively impact consumer spending and overall economic growth in the region [1] - The statement reflects the government's optimistic outlook on the economic recovery and labor market conditions in Hungary [1]

Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, anticipates that real wage growth will support consumer spending, although the impact of wage increases on service prices has not been significant yet [1] Group 1: Wage Growth and Consumer Spending - Real wage growth is expected to bolster consumer spending [1] - The chain reaction of wage increases on service prices has not been substantial [1] Group 2: Tariffs and Economic Impact - It is currently difficult to determine whether tariffs will affect the neutral interest rate level [1] - Tariffs have a negative impact on resource allocation efficiency [1]