6月美国非农就业超预期增长14.7万人,显示就业市场仍具韧性,失业率意外回落至4.1%,缓解经济放缓担忧。尽管就业强劲,薪资增速温和放缓,通胀压力可控,为美联储维持利率提供空间。受此影响,市场对美联储2025年降息预期略有下调,利率政策更趋观望。同时,特朗普推动的3.4万亿美元财政法案与即将施行的关税威胁增加政策不确定性,对市场构成潜在扰动。非农超预期,就业市场展现韧性尽管市场此前普遍预期美国经济...
Source Link6月美国非农就业超预期增长14.7万人,显示就业市场仍具韧性,失业率意外回落至4.1%,缓解经济放缓担忧。尽管就业强劲,薪资增速温和放缓,通胀压力可控,为美联储维持利率提供空间。受此影响,市场对美联储2025年降息预期略有下调,利率政策更趋观望。同时,特朗普推动的3.4万亿美元财政法案与即将施行的关税威胁增加政策不确定性,对市场构成潜在扰动。非农超预期,就业市场展现韧性尽管市场此前普遍预期美国经济...
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