金吾财讯 | 野村发表美国经济周报，预计美国12月份非农业就业人数将回升至7.5万人，主要得益于强劲的私营部门招募。失业率可能小幅下降至4.5%。12月的联邦公开市场委员会(FOMC)会议纪录强调，会议中提到的减息方案遭到阻力。不过，大多数官员仍然维持宽松的政策倾向。 美国9月和10月的住房活动可能有所回升。野村也预期1月消费者信心将反弹至四个月来的最高水平。12月份的就业报告可能显示劳动市场具有韧性。野村预计12月份就业增长将小幅加速，达到三个月来的最高水平7.5万人。私营部门的招聘情况一直在改善，政府部门的员工人数在12月份也有所增加，此前由于政府效率部(DOGE)延期离职导致的一次性拖累而有所下降。劳动力市场的领先指标总体上是正面的。
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