瞎猜,这失业率数据之低和就业市场薪资之高,驶利率走高必然,迫使FED继续鹰,来个黑色星期二什么的

来源: 逆向操作 2023-10-06 11:13:54 [] [博客] [旧帖] [给我悄悄话] 本文已被阅读: 次 (7415 bytes)

这失业率数据之低和就业市场薪资之高,驶利率走高必然,迫使FED继续鹰,来个黑色星期二什么的.

瞎猜,但FED转向降息是不可能了。再加息的几率上升。

The economy just won't slow down, and it's the worst possible outcome for markets right now

  • The US economy is running hot and markets are in a panic about it. 
  • The September jobs report blew past economists' expectations, with 336,000 jobs added last month.
  • Stocks slumped and bond yields surged as investors brace for higher for longer interest rates. 

The US economy is still burning hot – and it's the worst possible thing for markets to take in right now.

 

The labor market grew faster than expected in September, with the economy adding an eye-popping 336,000 jobs, the Bureau of Labor Statistics reported on Friday. That's nearly double the 170,000 jobs economists  were expecting. 

But in the weird world of sticky inflation, that strength is bad news for investors, who are now in a panic about the prospect of interest rates staying high for a lot longer than they were expecting earlier in the year. 

The red-hot labor market could influence the Fed to push on with aggressive interest rate hikes, after having already raised rates aggressively in the last year to lower inflation and cool down the economy. 

Investors are repricing their interest rate expectations through the rest of the year. Markets are now pricing in a 45% chance that interest rates will end the year higher than their current level, according to the CME FedWatch tool, up from just a 33% chance yesterday.

所有跟帖: 

Fed Will Lean Toward Another Rate Hike After Jobs Report彭博新闻 -moneytalks- 给 moneytalks 发送悄悄话 (745 bytes) () 10/06/2023 postreply 11:26:30

请您先登陆,再发跟帖!

发现Adblock插件

如要继续浏览
请支持本站 请务必在本站关闭/移除任何Adblock

关闭Adblock后 请点击

请参考如何关闭Adblock/Adblock plus

安装Adblock plus用户请点击浏览器图标
选择“Disable on www.wenxuecity.com”

安装Adblock用户请点击图标
选择“don't run on pages on this domain”