什么事情都要看细节:

本文内容已被 [ dividend_growth ] 在 2021-09-03 09:39:32 编辑过。如有问题,请报告版主或论坛管理删除.

https://www.axios.com/biden-jobs-report-delta-30c97cb4-c00e-4c51-91f3-e943ea52c79d.html

Biden called on Congress to pass the $1.2 trillion bipartisan infrastructure bill and the $3.5 trillion budget reconciliation package this month in order to ensure the economy experiences "long-term prosperity," in addition to the initial recovery from COVID.

  • "Our country needs these investments," he said. "Now we need Congress to finish the job, to come through for the American people and ensure that the economy continues to get strength and stability as we move forward."

House Speaker Nancy Pelosi (D-Calif.) also argued Friday that the jobs report is evidence that Biden's economic plan is desperately needed, calling it "transformational for families."

  • "The Build Back Better Act is what is needed to meet families’ needs, both during the pandemic and for years to come," Pelosi said in a statement. "As the delta variant continues, decisive action is needed to ensure that the economic gains forged under President Biden – including four million jobs created – are sustained and shared by all."

周三ADP的数据只是差了一点点,现在这个那么差,不排除他们故意把数据做坏一些(以后可以再修正),以便通过他们现在卡住的章程

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细看这次报告,可以得出这些结论:

- 工资增长迅速

- 制造业非常强势,上个月竟然往上修正了一倍!这个月又大大的超出预期

- 那么弱势的就是服务业了,这就是新冠Delta的影响

- Labor Force Participation Rate跌了0.1%,别小看次数,因为乘个3.3亿基数,就是330000人了;肯定一大堆人又躲在家里不出去了

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今天长期利率不跌反涨,就是市场认为刺激会继续下去。所以说呢,只要美联储真的taper,长期利率是会跌下去的。

晚上木头姐会再发个视频,她对宏观上面的评论从去年开始一直很靠谱

 

 

 

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