来源：滚动播报 美联储杰斐逊：就业创造弱于我们的期望水平。 ...

Core Insights - The HSBC India Purchasing Managers' Index (PMI) indicates a significant slowdown in economic activity in India as of December 2025, with the composite PMI final value revised down to 57.8 from an initial 58.9, marking the lowest level since 2025 [1] - Both manufacturing and services sectors are experiencing a simultaneous slowdown, contributing to the overall reduction in momentum [1] - New orders have seen their slowest growth in 25 months, with weakened growth dynamics in both goods producers and service providers [1] Economic Activity - The composite employment creation has stagnated, with weak hiring activity in manufacturing and a slight decrease in service sector employment [1] - Input costs and output charges have continued to rise modestly, with inflation rates remaining below long-term averages [1][2] Business Confidence - Despite maintaining an optimistic outlook for future business activities, the confidence index has dropped to a 41-month low, indicating a cautious sentiment among market participants [1] - The service sector PMI final value was revised down to 58.0 from an initial 59.1, below market expectations of 59.3 and the November final value of 59.8, representing the weakest expansion since January 2025 [1] Sector Performance - New business and output growth in the service sector have slowed to an 11-month low, although new export orders have increased at a significant pace, outpacing November's growth [1] - Employment in the service sector has seen its first decline since May 2025, albeit marginal, with most companies reporting no change in employee numbers since November [1][2] Price Pressure - Service sector input cost inflation has accelerated compared to November but remains within the most moderate range seen in over five years, with sales prices experiencing only a slight increase, marking one of the weakest rises in nearly two years [2] - Business confidence has weakened to its lowest level in nearly three and a half years, reflecting the challenges faced by the economy [2]

Core Viewpoint - In November, the U.S. private sector experienced a surprising decline of 32,000 jobs, contrasting sharply with previous expectations of a 20,000 job increase [1] Employment Data Summary - The revised data for October indicates an increase of 47,000 jobs in the private sector [1] - Employment in the goods-producing sector decreased by 19,000 jobs, while the service sector saw a reduction of 13,000 jobs in November [1] - Small private enterprises lost 120,000 jobs, whereas medium and large enterprises added 51,000 and 39,000 jobs, respectively [1] - The Northeast and South regions of the U.S. saw declines of 100,000 and 43,000 jobs in the private sector, while the Midwest and West regions experienced increases of 45,000 and 67,000 jobs, respectively [1] Economic Trends - The data indicates a stagnation in job creation during the second half of the year, with a downward trend in wage growth [1] - Recruitment activities in manufacturing, professional and business services, information, and construction sectors were particularly weak in November [1] - The chief economist of the company noted that employers are facing cautious consumer sentiment and an uncertain macroeconomic environment, leading to fluctuations in the hiring market [1]

Core Insights - The World Bank's semi-annual economic update for Africa, titled "Africa Pulse," focuses on "Pathways to Job Creation in Africa" [1] - Sub-Saharan African economies, including Kenya, are expected to maintain resilience, with an average growth rate projected at 3.8% for 2025, up from 3.5% in 2024 [1] - Kenya's GDP grew by 4.9% year-on-year in the first quarter of this year, driven by strong performance in agriculture, mining, information and communication, and financial services [1] Economic Outlook - The World Bank highlights significant downside risks, including uncertainties in global trade policies, declining investor interest, and a shrinking pool of external financing [1] - The report outlines a series of policy priorities aimed at helping countries stimulate large-scale job creation [1] - Reducing the cost of doing business is deemed crucial for enterprise expansion and the entry of new high-growth firms into the market [1]

Core Insights - Amazon announced a significant investment plan of £40 billion (approximately $54 billion) in the UK over the next three years, demonstrating its long-term commitment to the UK market [1] - The UK is Amazon's third-largest market globally, following the US and Germany, and currently employs 75,000 people, ranking among the top ten private sector employers in the UK [1] Investment and Infrastructure Development - The investment plan includes the establishment of two new fulfillment centers in the East Midlands, expected to be operational by 2027, enhancing Amazon's logistics capabilities in the UK [3] - Existing fulfillment centers in Hull and Northampton will also be operational soon, creating 2,000 direct jobs [3] - Amazon plans to build new delivery stations across the UK and upgrade over 100 existing operational buildings, alongside constructing two new office buildings at its London headquarters [3] Job Creation and Economic Impact - The investment will create thousands of new jobs across various sectors, including construction, facility maintenance, engineering, and telecommunications, positively impacting the local labor market [4] - The £40 billion investment includes £8 billion allocated for data center construction by Amazon's cloud computing division, supporting the growing demand for cloud services [4] - The UK government welcomed Amazon's investment as a vote of confidence in the UK economy, with officials highlighting it as a testament to the country's strength as a business location [4]

Core Viewpoint - Thailand's stimulus plan aims to create jobs and improve income distribution [1] Group 1 - The stimulus plan is designed to address unemployment issues in Thailand [1] - The initiative focuses on enhancing the distribution of income among the population [1]