美国8月PCE数据低于预期 市场削减美联储10月加息的押注
美国8月核心个人消费支出价格指数(PCE)环比增长0.2%,预估为0.3%,前值为0.2%。 8月核心PCE同比增长3.0%,预估3.3%,前值3.3%。 美国8月个人消费支出(PCE)环比增长0.9%,预估为0.9%。美国8月PCE同比增长3.4%,预估为3.7%。 美国第二季度实际GDP年化季率终值为2.2%,预期1.5%,前值1.5%。
美联储的货币政策与议息动态:加息降息、缩表扩表、点阵图与主席表态对全球市场的影响。
美国8月核心个人消费支出价格指数(PCE)环比增长0.2%,预估为0.3%,前值为0.2%。 8月核心PCE同比增长3.0%,预估3.3%,前值3.3%。 美国8月个人消费支出(PCE)环比增长0.9%,预估为0.9%。美国8月PCE同比增长3.4%,预估为3.7%。 美国第二季度实际GDP年化季率终值为2.2%,预期1.5%,前值1.5%。
9月30日,ADP数据显示,美国9月私营就业人数增加9万人,预估增加7.4万人,前值为增加3.8万。 具体来看,新增岗位中,超过一半来自教育和医疗服务行业。休闲酒店业、建筑业和制造业的就业增长也较为健康。就业市场保持稳定,加上消费支出韧性较强,使得美联储能够继续聚焦于应对持续的通胀压力。 数据公布后,美债收益率小幅走高。
中金公司:三季报披露窗口临近,关注盈利增速改善等三条主线 刘英杰 中证金牛座 2026-09-30 11:33 随着10月三季报披露窗口期临近,市场对上市公司业绩表现的关注度持续升温。中金公司最新研报表示,当前全球宏观环境复杂,投资者担忧美债高位及美联储后续货币政策路径,在外部不确定性较多的环境下,A股投资者或更加注重自下而上的行业和个股挖掘。
(原标题:美债长端收益率触及24年来高点,美联储官员集体发声!美军被曝将有重大改革!动用核武,俄罗斯警告) 中午时分,一起来看重要资讯。 受市场对美国通胀前景和美联储加息预期的影响,美国30年期国债收益率29日盘中显著升高,一度触及5.623%,为2002年6月以来最高水平。 此外,与住房抵押贷款、汽车贷款和信用卡利率联系密切的美国10年期国债收益率盘中最高升至5.297%;
10月加息预期突然“降温”! 据CME“美联储观察”,美联储10月会议加息25个基点的概率已大幅下降至50.4%,而此前一天为70%。 市场分析人士指出,交易员正削减对美联储10月加息的押注,主要原因有三:一是国际油价周二大幅跳水,带动通胀预期回落;二是美联储官员 威廉姆斯 表示,无需急于下一次加息;三是美国消费者信心骤降至2014年以来最低,使美联储陷入两难。
美联储理事库克最新发声! 北京时间29日消息,美联储理事丽莎·库克表示,未来数月,AI基础设施建设将继续对美国通胀构成压力,中东冲突导致油价上涨和供应链中断也可能进一步推高物价。她表示,美联储后续政策行动将取决于经济数据,并认为美国劳动力市场似乎有能力承受进一步加息。 本周将公布的多项重要经济数据,预计将进一步表明美国经济正在走强,为多位美联储官员关于应进一步加息的主张提供更多依据。
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