通胀居高不下

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美国消费者信心降至五个月低点 政府关门风险加大美联储决策难度
Zhi Tong Cai Jing· 2025-09-30 15:24
谘商会报告显示,消费者对"现况"的评估显著恶化,对商业环境的评价大幅回落,就业市场的感知亦持 续低迷。衡量"现况"的指数已跌至一年新低,显示公众对经济现状的信心正快速消退。具体来看,认为 就业机会"充足"的受访者比例降至26.9%,较上月减少超过3个百分点;而认为就业"难找"的比例维持在 19.1%。 周二,劳工部最新数据显示,美国8月份职位空缺小幅增加至723万个。然而,从同比角度看,职位空缺 减少42.2万个,降幅达5.5%。这说明就业市场在整体上已从高点回落,企业招聘需求下降。 根据美国谘商会周二公布的最新数据,9月消费者信心指数跌至94.2,较8月下降3.6点,远低于市场普遍 预期的96。这一读数不仅创下自4月以来最低水平,也凸显出在就业市场走弱、通胀居高不下以及政府 关门风险逼近的背景下,消费者心态愈发脆弱。 谘商会资深经济学家Stephanie Guichard指出,消费者对商业条件的判断在近几个月明显转弱,对就业机 会的看法已连续九个月恶化并创多年新低。这一情况与美国经济复苏放缓、家庭支出面临压力的现实相 呼应。 加拿大皇家银行高级经济学家Mike Reid在一份研报中指出:"在高度依赖数据的环 ...
分析师:金价长期看涨的说法尚未完全瓦解
news flash· 2025-05-13 13:20
Core Viewpoint - The assertion that gold prices are bullish in the long term has not been completely undermined despite recent fluctuations in the market [1] Economic Indicators - The U.S. Consumer Price Index (CPI) year-on-year decreased in April, but month-on-month increased by 0.2%, compared to a decrease of 0.1% in March [1] Market Reactions - Following the U.S.-China trade talks, gold prices fell to their lowest point in over a month on Monday, but recovered some losses on Tuesday due to ongoing uncertainties in future trade negotiations [1] Influencing Factors - The rebound in gold prices was initiated before the tariff discussions, driven by persistent inflation, geopolitical tensions, and uncertainties surrounding central banks [1]
分析师:美国GDP数据差得令人惊讶 但其中确实存在一些噪音
news flash· 2025-04-30 13:27
Core Viewpoint - The U.S. GDP data for the first quarter is surprisingly poor, indicating potential economic stagnation similar to the 1970s, with persistent inflation [1] Group 1: Economic Indicators - The GDP report reflects a market downturn, aligning with expectations of weak economic growth and high inflation [1] - There is a correlation between rising bond yields and declining stock returns, suggesting a challenging economic environment [1] Group 2: Data Noise - The GDP report contains noise due to inventory accumulation activities and the impact of gold shipment volumes on international trade data [1]