Core Viewpoint - The Federal Reserve's Schmied emphasizes that inflation risks are currently higher compared to the employment situation [1] Group 1 - The Federal Reserve is prioritizing inflation risks over employment conditions in its economic assessment [1]

人力资源社会保障部副部长俞家栋4月28日在国新办举行的新闻发布会上介绍，一季度，就业形势 保持总体稳定，全国城镇新增就业308万人，同比增加5万人，快于时序进度。 与此同时，经济持续回升向好的基础还需要进一步稳固，外部冲击影响加大，美国轮番加征高额关 税，部分外贸企业生产经营面临困难，部分劳动者就业岗位受到影响，就业压力持续上升。 俞家栋表示，下一步将坚决贯彻党中央、国务院部署，迎难而上、顶压前行，全力拓岗位、强政 策、保重点、提技能、优服务，确保就业局势总体稳定。（记者姜琳、张晓洁） 【纠错】 【责任编辑:张樵苏】 ...

Group 1 - The core point of the article highlights a deterioration in the U.S. labor market, with the unemployment rate rising and job creation falling short of expectations, leading to significant declines in the stock market and the U.S. dollar index [1] Group 2 - In July, the U.S. unemployment rate increased by 0.1 percentage points to 4.2%, indicating a cooling labor market [1] - The number of non-farm jobs added in May and June was significantly revised downward, further reflecting the weakening employment situation [1] - Concerns about the U.S. economy and job market have intensified, resulting in a more than 1% drop in the dollar index and a decline of over 12 basis points in the yield of 10-year U.S. Treasury bonds [1] - The probability of a 25 basis point rate cut by the Federal Reserve in September surged from 37.7% to 75.5% according to the Chicago Mercantile Exchange's FedWatch tool [1]

Core Viewpoint - The People's Bank of China (PBOC) survey indicates a cautious yet stable outlook among entrepreneurs and bankers regarding the macroeconomic performance, with over half expressing a neutral stance towards the economy [1][6][10]. Group 1: Entrepreneur Insights - The business climate index and profit index for entrepreneurs have both increased compared to the previous quarter, indicating a slight improvement in sentiment [2][8]. - In the second quarter, 50.8% of entrepreneurs believe the macroeconomic performance is normal, while 48.6% view it as "cold" [6]. - The profit index for entrepreneurs stands at 53.2%, with 32.5% of entrepreneurs reporting an increase in profits or a reduction in losses, marking a 6.5 percentage point increase from the previous quarter [8]. Group 2: Banker Insights - The macroeconomic heat index for bankers is at 33.2%, showing a decline from the previous quarter, with 61.9% considering the economy normal and 35.8% perceiving it as "cold" [10]. - The bankers' perception of monetary policy is generally positive, with 50% rating it as accommodative, and their expectations for the third quarter have improved slightly [9][12]. Group 3: Consumer Insights - The urban residents' survey reveals that 69.7% of respondents feel their income remains unchanged in the second quarter [15]. - A significant portion of residents (51.5%) perceive the employment situation as severe, reflecting a cautious outlook on job prospects [16]. - When asked about future spending, tourism has surpassed education as the preferred category, with 32.1% of residents planning to increase spending in this area [21].

Group 1 - The core viewpoint of the news is that the Chinese government is actively implementing policies to stabilize employment and support enterprises amid a complex external environment, achieving 6.95 million new urban jobs in the first half of the year, which is 58% of the annual target [1] - The urban surveyed unemployment rate in June remained stable at 5.0%, unchanged from the same period last year [1] - Various departments have intensified policy support to stabilize employment, enterprises, markets, and expectations [1] Group 2 - The government has introduced multiple channels to expand job opportunities, including increased financial support for enterprises, one-time job expansion subsidies, and continued implementation of policies to support state-owned enterprises [3] - In the first half of the year, the reduction in unemployment insurance fees saved enterprises over 90 billion yuan in labor costs, with 6.2 billion yuan in stability funds distributed to insured enterprises and 11.3 billion yuan allocated for training and employment promotion [3] Group 3 - A large-scale vocational skills enhancement training initiative has been launched, lasting three years, with a target of providing government-subsidized training for at least 10 million people annually [4] - The training will focus on increasing the supply of skilled talent in manufacturing and service sectors, targeting specific groups such as college graduates, enterprise employees, and migrant workers [4] Group 4 - As of the end of June, the number of participants in basic pension, unemployment, and work injury insurance reached 1.071 billion, 245 million, and 300 million respectively [6] - The total income of the three social insurance funds in the first half of the year was 4.53 trillion yuan, with total expenditures of 3.89 trillion yuan, resulting in a cumulative balance of 9.83 trillion yuan, indicating overall stability in fund operations [6]

Group 1 - The overall economic operation in the second quarter is stable, with a focus on employment policies leading to an active labor market and a decrease in the urban survey unemployment rate compared to the first quarter, remaining stable year-on-year [1][4] - The average urban survey unemployment rate in the second quarter is 5.0%, down 0.3 percentage points from the first quarter and unchanged from the same period last year. Monthly rates show a decline in April and May, with June maintaining the rate at 5.0% [2] - The unemployment rate for the main labor market demographic (ages 30 to 59, excluding students) is 4.0%, which is 1.0 percentage point lower than the national urban average, showing a decrease from the first quarter and stability year-on-year [3] Group 2 - Employment for migrant workers remains stable, with an average unemployment rate of 4.8% in the second quarter, a slight decrease from the first quarter. The rate fluctuated in April and May but returned to 4.8% in June [3] - Despite the overall stability in employment, there are still pressures on specific groups such as youth and migrant workers, and certain industries face employment challenges. Continued efforts are needed to enhance domestic demand and address external uncertainties [4] - The government plans to utilize macro policy tools to support employment stability, including special loans, unemployment insurance, social security subsidies, and vocational training to assist key and vulnerable groups [4]

美国财长贝森特：整体就业形势良好。 ...

Group 1 - The core viewpoint is that the latest employment data indicates a stable job market, as stated by Federal Reserve's Harker [1] Group 2 - The employment figures suggest resilience in the labor market, which may influence monetary policy decisions [1]

1-4月份，全国城镇调查失业率平均值为5.2%，与上年同期持平。4月份，全国城镇调查失业率为5.1%， 比上月下降0.1个百分点。本地户籍劳动力调查失业率为5.2%；外来户籍劳动力调查失业率为4.8%，其 中外来农业户籍劳动力调查失业率为4.7%。31个大城市城镇调查失业率为5.1%，比上月下降0.1个百分 点。全国企业就业人员周平均工作时间为48.3小时。 ...

作者：余 飞 01 深圳，房价抬头 去年四季度以来的救市，深圳是最先、最快收到效果，同时也是救市效果最好的城市之一。 新房方面，去年10月份深圳新房网签4153套，一改之前在2000套上下低迷的数据，11月份更是拉升至8076套，12月份仍高达6769套。 来源：每日楼市早读 四季度拉动下，全年新房网签量超过了2023年。 来源：每日楼市早读 二手房，回暖势头更加明显。 网签量9月份只有3191套，10月份直接翻倍至6118套，冲破了荣枯线（5000套），11月份继续增加至7125套，12月份则冲破了8000套的繁荣线，为8282 套。 来源：每日楼市早读 同时，深圳二手房成交价格7月份跌破6万元后，10月份不但再次冲破6万元，而且直接拉升到6.3万元。 2024全年二手房成交量在四季度猛攻下，创下了2021年来新高。 来源：每日楼市早读 这种回暖的势头，延续到如今。 乐有家最新公布的2月份春节月数据，深圳一手住宅预售+现售2484套。 这一数据，环比当然下跌了不少，毕竟是春节月数据。2024年2月同样是春节月，因此同比数据最有可比性，今年春节月相比于去年春节月，同比增长 141%，也即翻了一倍不止。 来源： ...