宏观策略美国经济-就业大超预期,联储或暂停降息至年中美国12月非农就业大超市场预期,一方面因为本月更强的季节性调整因素,另一方面说明美国就业市场仍然强劲。制造业特别是耐用品就业延续疲软,但医疗保健、酒店和零售业等服务业就业大幅增加。由于年轻劳动力兼职工作数大幅增加,失业率小幅下降。由于非农就业超预期和特朗普带来通胀反弹风险,美联储关注焦点重新转向控通胀,对降息更加谨慎,预计1月、3月和5月可能暂停...
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