非农数据,联储决议与美国数据中心的资本支出周期 WEEKLY WRAP 241103

地平线全球策略
03 Nov 2024

一、关于非农数据和联储决议上周的Wrap以十月就业报告结束,本周以就业报告开始,十月的报告有飓风和罢工拖累,但实际数据在大家都知道会低的很差的预期情况下还是低于预期,仅增加了 1.2 万人。(谁都知道会很低,但确实确实没想到是这样)再去看数据,里面的 Private payrolls 已经到了萎缩区间,下降2.8万人,这是自 2020 年 12 月以来该指标首次出现月度下降。图:Nonfarm ...

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