美联储12月议息结果对我国意味着什么?
中国第三季度的增长也趋于稳定,有迹象表明,近期的财政刺激措施开始提振信心。尽管如此,采购经理人指数 (PMI) 等较近期的指标继续表明外国制造业持续疲软,部分原因是货币政策仍然紧缩。In China, growth also firmed in the third quarter, and there were signs that recent fiscal stimulus measures were starting to shore up confidence. That said, more recent indicators, such as purchasing managers indexes (PMIs), continued to suggest ongoing weakness in foreign manufacturing, in part due to monetary policies still being restrictive.
在中国,核心通胀率降至全球金融危机以来的最低水平。In China, core inflation fell to its lowest level since the Global Financial Crisis.
在中国,新政策刺激措施的宣布提振了国内风险资产价格,对其他市场的溢出效应有限;In China, the announcement of new policy stimulus measures boosted domestic risky asset prices, with limited spillovers to other markets;
这些公告还推动大量资金流入以中国为重点的投资基金。The announcements also drove notable flows into China-focused investment funds.
美联储呵护的就业市场数据怎么样了?
11月新增非农数据水分较大,剔除罢工和极端天气对前值(10月)的影响,实际表现比较中庸。22.7万人看起来很高的数值背后,首先要扣减罢工结束的影响(约4万人),再扣减10月飓风效应对前值的影响。扣除后,11月22.7万人的新增实际净增7-14万人这个水平,表现一般。而10、11月非农就业平均新增13.15万人,表现中庸。 失业率有反弹,上升了0.10个百分点,达到4.25%,略有隐忧。
12月会降多少?
xiang shuai
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