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嘉信理财:9月失业报告或延迟发布,将加剧市场对政策走向的忧虑
Ge Long Hui A P P· 2025-09-30 15:14
金融数据和软件公司FactSet将标普500指数盈利预测从先前估计的7.7%微调至7.9%。虽然数据看似稳 健,而且实际盈利增长通常优于季前预测,但已低于第二季度的双位数增速。这显示市场仍呈现"头重 脚轻"格局,即依赖"科技七巨头"与大型科技股去推动盈利增长。这或许能解释为何近期市宽持续停 滞,多数股票和板块表现远逊于领先版块。 格隆汇9月30日|嘉信理财固定收益策略主管Kathy Jones表示,一连串经济数据均超过预期,加上通胀 数据高居不下,国债收益率已回升至美联储会议前水平。市场焦点将集中在劳动力市场报告与政府停摆 的风险,两者甚至有可能会同时发酵。她指出,考虑到就业市场对美联储降息决策的重要性,以及9月 失业报告可能延迟发布,将加剧市场对政策走向的忧虑。 ...
预告:今夜凌晨2点! 会议纪要将揭露美联储内部分歧
Sou Hu Cai Jing· 2025-08-20 08:11
Core Viewpoint - The upcoming release of the Federal Reserve's monetary policy meeting minutes is expected to reveal significant insights into the ongoing debate between hawkish and dovish stances, particularly in light of political pressures and dissenting votes in July [1] Group 1 - The minutes will provide clues regarding the future pace of interest rate cuts and overall policy direction [1] - There is an intensifying "hawk-dove" debate within the Federal Reserve, influenced by external political pressures [1] - The July meeting saw two dissenting votes, indicating underlying tensions and differing views among policymakers [1]