美国能源政策调整
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泽连斯基:收到草案,致力于体面终结冲突!重磅数据出炉,美国市场下挫!分析人士:集运指数(欧线)后市偏弱
Qi Huo Ri Bao· 2025-11-21 00:41
Group 1: Employment Data - The U.S. non-farm payrolls increased by 119,000 in September, significantly above the market expectation of 52,000 and the previous value of 22,000 [1] - The unemployment rate in September was reported at 4.4%, slightly above the expected 4.3% and unchanged from the previous month [1] Group 2: Market Reaction - Following the employment data release, U.S. stock futures initially rose, with the Dow Jones futures up by 0.80%, S&P 500 futures up by 1.49%, and Nasdaq 100 futures up by 2.02% [1] - However, by the end of the trading day, all three major indices closed lower, with the Dow Jones down by 0.84%, Nasdaq down by 2.15%, and S&P 500 down by 1.55% [1] Group 3: Federal Reserve Outlook - The interest rate swap market indicates a low probability of the Federal Reserve cutting rates in December, with traders expecting the Fed to skip a rate cut [5] - According to CME's FedWatch, the probability of the Fed maintaining rates in December is 60.4%, while the probability of a 25 basis point cut is 39.6% [6] Group 4: Public Sentiment on Economic Policy - A recent poll shows increasing dissatisfaction among the American public regarding the economic policies of the Trump administration, with 76% of respondents rating the economy as "poor," up from 67% in July [7][8] - Only 15% of respondents believe that the Trump administration's economic policies have had a positive impact, while 46% feel these policies have worsened the economic situation [9] Group 5: Energy Department Restructuring - The U.S. Department of Energy announced a restructuring that prioritizes fossil fuels and nuclear energy, moving away from the previous focus on renewable energy and efficiency [13] - The new structure includes the establishment of several new offices, such as the Hydrocarbon and Geothermal Energy Office and the Fusion Office, while the Clean Energy Demonstration Office was dissolved [13]