美国通胀情况

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不能一直等待!美联储戴利:降息时机已临近,预计年内次或超两次
Huan Qiu Wang· 2025-08-05 03:27
【环球网财经综合报道】据路透社报道,旧金山联邦储备银行行长玛丽·戴利(Mary Daly)于当地时间 周一表示,鉴于越来越多的证据显示美国就业市场正在走软,且没有持续关税驱动的膨胀迹象,降息的 时机已经临近。 戴利在谈到美联储上周决定将短期借贷成本维持在4.25%-4.50%的区间,而非如她的几位同事所愿以及 特朗普所要求的那样进行降息。"我愿意再等待一个周期,但我不能一直等下去。" 虽然这并不意味着9月份一定会降息,但"我会倾向于认为今后的每次会议都可能考虑政策调整。" 美联储政策制定者今年6月曾初步计划今年进行两次25个基点的降息,戴利称这一计划"目前看来仍是适 当的调整幅度,重要的是最终是否实施这两次降息,而非它们是否发生在9月和12月……有多种方式可 以实现这两次降息"。 戴利表示,在美联储9月的政策制定会议之前,仍有大量数据有待公布,包括几份劳动力市场和通胀报 告,她会保持开放的态度。 在戴利看来,这些数据并不意味着就业市场极度疲软。她表示,在经济动荡时期,原始就业数据往往不 如失业率等比率数据具有参考价值,7月失业率仅上升了0.1个百分点,达到4.2%。 她称,"我认为就业市场进一步走软将是不受欢 ...
美国6月份非农就业新增14.7万人超市场预期 市场对美联储7月份降息预期骤然“降温”
Zheng Quan Ri Bao Wang· 2025-07-04 12:03
Group 1 - The U.S. non-farm payrolls increased by 147,000 in June, significantly exceeding the market expectation of 110,000, indicating a stable labor market overall [1][2] - The unemployment rate remained steady at 4.1%, with long-term unemployment rising by 190,000 to 1.6 million, representing 23.3% of the total unemployed population, highlighting challenges for certain labor groups [2] - Job growth was primarily driven by state government and healthcare sectors, with state and local government jobs adding 73,000 positions, while the federal government cut 7,000 jobs in June [1][2] Group 2 - Market expectations for a Federal Reserve rate cut in July have significantly decreased, with the probability of a 25 basis point cut dropping from 18.6% to 4.7% following the strong employment data [2] - Analysts suggest that the Federal Reserve's decision on rate cuts remains uncertain, with a potential shift towards a more cautious approach in hiring observed in the private sector [2][3] - The focus may shift to U.S. inflation data, particularly the Consumer Price Index (CPI) set to be released on July 15, as the labor market remains stable [3]