国泰海通:7月美国就业数据或尚不足以改变鲍威尔偏鹰立场

金融界
03 Aug
国泰海通研报称,7月美国非农新增就业不及预期,前两月数据也有大幅下修,而失业率仅小幅上行。国泰海通认为,5月以来特朗普驱逐移民政策对就业市场的影响逐渐加大,而驱逐移民会给非农新增就业人数带来明显拖累,但对失业率的冲击较小,或是失业率与非农新增就业出现分歧的关键。未来来看,7月就业数据或尚不足以改变美联储主席鲍威尔偏鹰立场。

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