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The Week Ahead: Delayed Reports Fill Christmas Week
Schaeffers Investment Research· 2025-12-18 10:30
Most of the week will be barren as investors head for the Christmas holidayAs expected, Christmas week will be a quiet one, with no earnings on deck and only a handful of economic reports scheduled. Several of the data releases will be ones previously delayed by the U.S. government shutdown, which lasted from Oct. 1 through Nov. 12, including third quarter gross domestic product (GDP) numbers.Earnings are finished for the year, with the next reports scheduled for Tuesday, Jan. 6.Below is the schedule of key ...
失真数据难破降息迷局,美国经济真相要等到明年?
Jin Shi Shu Ju· 2025-12-15 08:12
上月结束的史无前例的政府停摆,加剧了这种不确定性。联邦统计机构在停摆期间暂停了数据收集工 作,部分关键报告被推迟,另有一些则直接作废,让政策制定者难以看清经济全貌。 美联储主席鲍威尔上周表示,目前的借贷成本"已处于中性利率估计区间的广泛范围内",明年是否进一 步降息将取决于新的数据。 尽管投资者对本周发布延迟已久数据翘首以待,但他们可能需要等待更长时间才能看清美国经济的真实 状况。 美国劳工统计局(BLS)发布的两份关于就业和通胀的报告,将成为数月来反映经济走势的最佳参考 ——此前创纪录的政府停摆导致常规数据发布中断。但分析师警告,这些延迟发布的统计数据已存在偏 差,只能有限反映这一全球最大经济体的健康状况。 "我们仍处于迷雾之中,即将发布的数据聊胜于无,"毕马威美国(KPMG US)首席经济学家黛安·斯旺 克(Diane Swonk)表示,"但它不会是确定性的答案,因为它反映的是一个不断变化的经济,而且数据 本身仍不完整。" 上周,美联储在一场分歧严重的会议后投票决定将利率降至三年低点。这场会议暴露了央行内部的深层 裂痕——究竟该优先应对疲软的就业市场,还是逐步攀升的通胀。 "因此,想要从10月、11月或1 ...
【UNFX课堂】指南针开始打转:华尔街如何学会“不相信”数据
Sou Hu Cai Jing· 2025-08-25 12:40
Group 1 - The credibility of economic data, particularly employment and CPI reports, has significantly declined, leading to increased uncertainty in market reactions [1][2][3] - Employment reports have been repeatedly revised downward, causing skepticism among economists regarding the accuracy of initial data releases [2] - The Consumer Price Index (CPI) data collection has become less reliable due to staffing issues, resulting in a higher reliance on estimates rather than actual price checks [3] Group 2 - Wall Street has adapted to the data uncertainty by applying a "revision premium," anticipating that initial data will be corrected in the future [4] - The rise of alternative data sources, such as satellite imagery and credit card transaction analysis, has provided traders with independent verification opportunities [4] - The Federal Reserve's acknowledgment of declining data coverage has raised concerns about its ability to make accurate decisions based on potentially flawed data [4] Group 3 - The ongoing crisis of data credibility highlights the importance of data quality over quantity in a data-driven financial environment [5] - The financial market's ability to handle bad news is challenged by the prevalence of poor-quality data, emphasizing the need for reliable economic indicators [5]