澳大利亚三季度工资价格指数同比增长3.4% 中新社悉尼11月19日电 澳大利亚统计局19日公布数据显示，该国2025年第三季度经季节性因素调整的 工资价格指数(WPI)环比增长0.8%，同比增长3.4%。 从行业来看，第三季度工资环比增幅最高的是住宿与餐饮服务业，达2.1%；最低的是金融与保险服务 业，为0.4%。 从行政区划来看，第三季度工资环比增幅最高的是西澳大利亚州，为1.5%；最低的是塔斯马尼亚州， 为1.1%。 澳统计局每季度发布工资价格指数，以衡量该国工资水平在一段时间内的变化，其主要目的是衡量通胀 对工资的影响。该指数是澳大利亚相关机构评估货币政策时使用的一个关键经济指标。 来源：中国新闻网 编辑：王永乐 广告等商务合作，请点击这里 澳大利亚统计局价格统计主管米歇尔·马夸特(Michelle Marquardt)表示，这一同比增幅与今年第二季度持 平，但略低于去年同期。 本文为转载内容，授权事宜请联系原著作权人 澳大利亚广播公司称，今年第三季度工资增长保持稳定，符合预期。同时，工资价格指数3.4%的同比 增幅略高于同期消费者价格指数(CPI)3.2%的同比涨幅，意味着劳动者的购买力略有提升。 数 ...

智通财经APP获悉，美国劳工部网站公布的历史数据显示，截至10月18日当周，美国初请失业金人数总 计为23.2万人。 衡量正在领取失业救济人数水平的续请失业金人数报195.7万，略高于前一周的194.7万。至于初请数 据，此前三周的周度数据并未提供。 尽管自10月早些时候政府停摆开始以来，劳工部尚未发布其周度失业救济金报告，但它已通过其他渠道 在其网站上发布了数据。最新的初请数据是通过一个在线数据库获取的，且在整个停摆期间，未经调整 的州级申请数据一直可供下载。 经济学家们一直在利用这些州级数据以及预先发布的季节调整因子来估算周度申请人数。 联邦政府停摆已导致多项关键经济报告推迟发布，包括月度就业报告。官方统计数据的缺乏，迫使经济 学家和投资者转而依赖其他替代性和私营部门指标来评估经济状况。 劳工统计局例外地宣布，将于本周五发布9月份消费者价格指数，以便社会保障管理局能够为社会保障 领取者计算年度生活成本调整。 ...

Summary of Key Points from Conference Call Industry and Company Involved - The discussion primarily revolves around the **technology sector**, particularly focusing on **large tech companies** and their debt situations, including **Meta** and **Oracle** [1][2][5][8]. Core Insights and Arguments - **Debt Bubble in AI**: The market is witnessing a significant debt bubble related to artificial intelligence, with projections indicating that over **$5 trillion** will be spent in the next five years. This has led to concerns that large tech companies will soon exhaust their cash flows and will need to issue over **$1 trillion** in new debt, including **$800 billion** in private credit [1][2]. - **Market Reaction**: By early November, the issuance of new debt by companies like Meta and Oracle prompted a reevaluation of the sustainability of the AI bubble, raising questions about its credibility [2]. - **Credit Default Swaps (CDS)**: Oracle's CDS surged above **100 basis points**, indicating rising concerns about its creditworthiness, which had been flagged earlier in October [5][7]. - **Credit Spread Indicators**: Hartnett highlighted that the widening credit spreads in the tech sector and junk bonds are critical indicators of the impending collapse of the AI bubble. The tech sector's credit spreads were at historical lows but have since nearly doubled due to market fears [7][8]. - **Financial Conditions**: The current financial environment is characterized by a peak in liquidity, with expectations that credit spreads will widen further as the funding for AI capital expenditures becomes insufficient [8][20]. - **Consumer Borrowing Costs**: Despite a generally loose financial environment, consumer borrowing costs remain high, with credit card rates at **20%** and mortgage rates exceeding **6%**. This disparity indicates that the benefits of monetary easing have not reached the average consumer [10][12]. - **Future Predictions**: Hartnett anticipates that the financial conditions will tighten, leading to a potential market downturn. He suggests that the best strategy for 2026 would be to short large tech company bonds while going long on commodities and small-cap stocks [15][20][21]. Other Important but Overlooked Content - **Political Implications**: Hartnett predicts that the ability to address affordability issues will be crucial in the upcoming midterm elections, linking CPI trends to political support for figures like Trump [29][30]. - **Sector Performance**: There are warnings about early cyclical sectors such as real estate and retail not performing well despite expectations of lower interest rates and rising PMI, indicating potential negative impacts from AI on employment [29]. - **Global Economic Factors**: The discussion also touches on how global economic conditions, including the performance of international PMI markets, could influence U.S. small-cap stocks and overall market dynamics [27][24]. This summary encapsulates the critical insights and arguments presented in the conference call, highlighting the precarious state of the technology sector amidst rising debt levels and the implications for future market performance.

Core Insights - Brazil's inflation rate dropped to its lowest level since 1998, driven by adjustments in energy prices and the prices of food and daily necessities [1][2] - The consumer price index (IPCA) showed a positive trend, with a monthly inflation rate of 0.09% in October, down from 0.48% in September, and below the forecast by "Valor Econômico" [2] - Over the past 12 months, the cumulative increase in the consumer price index was 4.68% [2] Price Category Analysis - Among nine surveyed categories, only three experienced accelerated price increases: food and beverages (from -0.26% to 0.01%), transportation (from 0.01% to 0.11%), and health and personal care (from 0.17% to 0.41%) [2] - Prices in housing, clothing, personal spending, and education categories saw declines [2] - Notably, food prices showed surprising results, with rice prices decreasing by 2.49% and shelf-stable milk by 1.88%, while meat prices remained stable contrary to expectations of significant increases [2]

9月份以协调消费者价格指数衡量的个人消费品和服务价格同比平均上涨4.6%，环比平均下降 0.6%。 （原标题：克罗地亚9月份价格同比上涨4.2%） 消费者价格平均涨幅最高的是以下类别：住房、水、电、气和其他燃料同比增长8.8%；餐馆和酒 店同比增长7.0%；食品和非酒精饮料同比增长5.7%；酒精饮料和烟草同比增长5.3%；健康以及杂项商 品和服务同比增长4.5%；娱乐和文化同比增长3.2%；通信增长2.4%；家具、家用设备和日常家庭维护 增长0.2%。教育部门价格同比下降1.0%和交通运输部门价格下降0.8%。 据克统计局10月20日报道，今年9月以消费者价格指数衡量的个人消费商品和服务价格同比平均上 涨4.2％，环比平均上涨0.4％。 ...

报告还显示，与9月份相比，埃及10月份蔬菜、肉蛋奶、服装、家电等价格略有上涨，鱼类、水果、酒 店服务价格略有下降。 报告显示，埃及10月份全国消费者价格指数（CPI）从9月份的260.9点攀升至264.3点，燃油价格上涨是 CPI上涨的主要原因。 新华财经开罗11月11日电（记者张健）根据埃及中央公众动员和统计局10日发布的报告，埃及10月份年 度总体通货膨胀率放缓至10.1%，而9月份为10.3%。 （文章来源：新华财经） ...

Core Insights - The release of the latest consumer and producer price indexes has been delayed due to the government shutdown [1] Group 1 - The government shutdown has impacted the scheduled release of important economic indicators [1]

Core Insights - The annualized core inflation rate for Bosnia's service sector from January to September is estimated at 4.33% [1] - The consumer price index for the service sector has an annualized increase of 4.84% [1] Inflation Drivers - The most significant impact on September's monthly inflation came from telephone and fax services, although their price increase was too low to affect the overall core inflation trend for the year [1] - Healthcare service prices and hotel and restaurant service prices are the main contributors to the sustained rise in core inflation from January to September [1] - Personal care services also experienced price increases, which had a notable impact on core inflation due to their high price weight [1]

Group 1 - The Eurozone's preliminary Consumer Price Index (CPI) for October increased by 2.1%, matching expectations and slightly down from the previous value of 2.2% [1]

Group 1 - The initial consumer price index (CPI) for Germany in October shows a year-on-year increase of 2.3%, which is above the forecast of 2.2% but below the previous value of 2.4% [1]