美联储传声筒:就业报告表现一般,美联储关注点仍落在通胀

智通财经
Oct 02
【美联储传声筒:就业报告表现一般,美联储关注点仍落在通胀】美联储传声筒Nick Timiraos发文称,9 月就业报告几乎不会促使美联储官员改变其对经济的核心判断,同时也扫清了本月维持利率不变的一大潜在阻碍。这份报告几乎没有释放出劳动力市场再度收紧、进而加剧物价压力的信号,这是其中最为关键的变化。美联储高层官员本周释放信号:自上月加息之后,他们希望留出更多时间评估通胀的演变态势,而周五出炉的就业报告,给了他们观望等待的空间。9 月招聘步伐放缓,数据修正结果显示,夏季的就业增长略低于此前公布水平。失业率从 4.1% 升至 4.2%,但该涨幅实际没有看上去那么明显:未经四舍五入的原始数据显示,失业率仅从 4.14% 微升至 4.18%。相较于月度非农新增岗位,美联储官员更为关注失业率。倘若失业率出现显著下行,就意味着劳动力成本上行压力升温,这将令凯文・沃什主席及其同僚在本月是否再度加息的抉择变得更加棘手。而周五的就业报告并未传递出这类信号。将于 10 月 14 日公布的 9 月消费者物价指数,或将对后续加息时点以及本轮紧缩周期的终点产生更大影响。

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