Economic Indicators - The ISM Services PMI increased from 50.1 in July to 52 in August, exceeding market expectations of 51, indicating economic expansion[2] - The Services PMI corresponds to an annualized GDP growth rate of 1.1%[2] - The Manufacturing PMI rose slightly from 48 in July to 48.7 in August, but remained below the market expectation of 49, indicating a continued contraction[2] Employment and Inflation - The employment index in the services sector slightly improved from 46.4 to 46.5, indicating ongoing weakness in the job market[2] - The price index for services decreased marginally from 69.9 to 69.2, but remains significantly high compared to the post-pandemic average[2] - If August's non-farm payrolls are below 50,000 and the unemployment rate rises to 4.3%, the Federal Reserve may consider rate cuts in September or October[1] Market Outlook - The new orders index in manufacturing surged from 47.1 to 51.4, marking the highest expansion rate since the beginning of the year[2] - The Federal Reserve's focus has shifted from inflation risks to a more balanced assessment due to recent labor market data adjustments[2] - Further rate cuts are anticipated in December and potentially two more in the following year as economic growth stabilizes and inflation decreases[1]

2025.09. 02 本文字数：1590，阅读时长大约3分钟 美国公司正经历着前所未有的首席执行官（CEO）"离职潮"。 根据美国人力资源公司Challenger，Gray&Christmas的最新报告，7月共有123名美国公司CEO离 职；今年上半年，CEO离职总人数达到1358人，较去年同期增加9%，创下该公司自2002年开始追踪 该数据以来的最高水平。 与此同时，上市公司的CEO更换率也创下二十年来历史新高。 作者 | 第一财 经 程程 非营利性高管研究机构世界大型企业联合会（The Conference Board）和数据分析公司ESGAUGE的 数据显示，截至7月，今年至少有41位CEO离开了标准普尔500指数公司，而去年全年为49位，这是 自2005年以来按年率计算的最快退出速度。 Challenger，Gray&Christmas公司副总裁查兰吉（Andrew Challenger）表示："随着整个经济的不确 定性不断增加，多元化等企业价值观的转变，关税的影响，潜在的放松管制，不断变化的消费者行 为，以及人工智能等新技术的快速实施，确定能够取得长期成功的合适领导者变得越来越困难。" 8月14日 ...