把你的这条信息和狮山下面贴里Bessent预测结合起来读—-

来源: 晓炎 于 2025-09-10 06:04:02 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (723 bytes)
回答: Producer Prices Fall for August 由 Artspace87 于 2025-09-10 05:42:28

“Scott Bessent says the Biden-era jobs tally will be revised：Scott Bessent now says the Biden-era jobs tally will be revised down by ~800,000 next week. Goldman Sachs is calling for a 550k–950k cut in the BLS benchmark revision. If it lands, the labor market narrative gets rewritten and it could swing the Fed between a 25bps trim and a 50bps shock in September.”

得出的结论是财长在“影响”亦或“施压”Fed至少减息0.5%. 而减息对于股市和房市是应该利好的，但因为两市都建立在lagging 之上，所以就业率的下挫调整及市场对2026年的预期也是考虑因素。我更支持的是财长大力反对继续疯狂QE.

所有跟帖： 

• Totally agree with you. 分析很到位。 -Artspace87- ♀ 给 Artspace87 发送悄悄话 (0 bytes) () 09/10/2025 postreply 06:14:39

• If Fed cut 50 bps投资人会担心Fed知道别人不知道的担心经济恶化太快 -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 09/10/2025 postreply 06:25:07

• Absolutely! 当众人皆在以为股市是摇钱树时， -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (316 bytes) () 09/10/2025 postreply 06:31:32

• Agreed. Need to be cautious... -BrightLine- ♂ 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 09/10/2025 postreply 06:43:51

• Optimistically cautious! -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (179 bytes) () 09/10/2025 postreply 06:48:48

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