美国消费者信心连续第五个月下降，受访者对劳动力市场和商业环境的看法转趋悲观。 世界大型企业联合会周二公布的数据显示，消费者信心指数从前月的92.9降至89.1，为2008年以来最长 下降周期。 反映当前状况的现状指标下滑至116.8，为2021年2月以来最低水平；而反映未来六个月展望的预期指标 在12月则保持不变。 经济学家原本预计，在创纪录的政府停摆结束后，消费者信心会有所回升。但报告显示消费者信心持续 下滑，表明人们对通胀、关税以及政治局势仍然深切担忧。 高企的物价以及对劳动力市场的担忧贯穿全年，对消费者信心形成压制，该指数长期徘徊在疫情以来最 低水平附近。就业增长乏力，失业率上升，通胀率仍高于美联储的目标。 经济学家预计，明年招聘活动仍将保持温和，失业率改善有限，这可能继续拖累消费者信心。他们还预 计，2026年工资增速将进一步放缓，可能加剧不同收入群体之间的消费分化。 经济学家预计，明年招聘活动仍将保持温和，失业率改善有限，这可能继续拖累消费者信心。他们还预 计，2026年工资增速将进一步放缓，可能加剧不同收入群体之间的消费分化。 认为"工作难找"的消费者比例上升，而认为"工作岗位充足"的比例则下降。 ...

Peterson还表示，消费者在开放式回答中提到的经济影响因素，仍然主要集中在价格和通胀、关税和贸 易以及政治方面。然而，12月提及移民、战争以及与个人财务相关话题的比例有所增加。这些回答继续 偏向悲观，但程度较11月有所减轻，可能是因为关于价格和通胀、政治的负面评论减少，以及关于利率 的正面回应出现反弹。 分项指标方面，现状指数大幅下滑至116.8，为2021年2月以来最低水平；而反映未来六个月经济前景的 预期指数在12月基本持平，显示消费者对短期前景的看法仍偏谨慎。 分析指出，高企的物价水平以及对就业市场走弱的担忧，全年持续压制消费者情绪，使该指数徘徊在疫 情以来的低位区间。当前美国就业增长放缓、失业率上升，而通胀仍高于美联储的政策目标，进一步加 重了家庭对经济前景的不安。 经济学家预计，明年招聘活动仍将保持低迷，失业率改善空间有限，消费者信心或继续承压。同时，分 析人士还预期2026年工资增速将进一步放缓，这可能导致不同收入群体之间的消费分化加剧，为美国经 济前景增添新的不确定性。 美国消费者信心连续第五个月下滑，反映出大众对劳动力市场和商业环境前景的悲观情绪持续升温。 智通财经APP获悉，周二公布的数 ...

10月底上任的日本首相高市早苗誓言要实现工资增速超过通胀的目标，并说她领导的政府的首要任务是 遏制物价飙升。 （文章来源：新华财经） 日本厚生劳动省表示，名义工资，即每位员工每月包括基本工资和加班费在内的平均现金收入，增长了 1.9%，达到297145日元，这是连续第45个月上涨。 尽管名义薪资上涨，但9月CPI却因食品和能源价格上涨而走高3.4%，令衡量消费者购买力的关键指标 实际薪资仍处于负值区域。 新华财经北京11月6日电周四公布的数据显示，9月份日本实际工资同比下降1.4%，连续第九个月下 降，工资涨幅继续落后于持续的通货膨胀。 ...

Core Viewpoint - The UK labor market is experiencing a slowdown following the government's increase in hiring costs, with wage growth reaching its slowest pace in seven months and significant declines in employment levels [1] Wage Growth - Wage growth, excluding bonuses, has slowed to 5.2% for the three months ending in April, marking the lowest rate since the third quarter of last year [1] - The average economist forecast was 5.3%, indicating a slight underperformance in wage growth expectations [1] - Private sector wage growth, a key indicator closely monitored by the Bank of England, decreased from 5.5% to 5.1% [1]

Group 1: Employment Trends - In 2024, the average annual salary for urban non-private sector employees is 124,000 yuan, reflecting a decrease of 6.8 percentage points since 2021, now at a growth rate of 2.8%[3] - Employment is shifting from high-salary industries to sectors with shorter working hours and higher hourly wages, indicating a trend towards "anti-involution" since 2021[4] - The transportation and service industries have seen a reduction in weekly working hours by 4.2 and 3.6 hours respectively, while hourly wages increased by 3.9 and 3.6 yuan/hour, suggesting improved job attractiveness[4] Group 2: Regional Wage Convergence - From 2019 to 2023, the wage growth in the eastern region was 7.5%, compared to 7.1% in the central and western regions, with the gap narrowing from 0.8 percentage points in 2019 to 0.5 percentage points in 2023[5] - The wage growth in the central and western regions has shown resilience, with the central region's wage growth remaining stable at around 7.1%[5] - Employment in the service sector is increasingly migrating to the central and western regions, with the proportion of employees in accommodation and retail sectors decreasing from 20.8 and 10.1 percentage points below the eastern region to 18.2 and 9 percentage points respectively[6] Group 3: Private and Flexible Employment - The average salary growth for private sector employees is lower than that of non-private sector employees, but certain sectors like education and retail services have seen higher growth rates of 8.9% and 5.3% respectively[7] - The concentration of small and medium enterprises in the service sector has led to better salary growth in private units compared to non-private units[10] - New flexible employment roles, such as ride-hailing drivers and delivery personnel, have higher average monthly salaries of 10,506 yuan, significantly above traditional employees' 8,910 yuan, despite longer working hours[10]