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美联储缩表计划或受影响

Finimize

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Finimize
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发生了什么事情?

上周五公布的数据显示,美国在9月份仅仅新增了19.4万个新工作岗位,这给人似曾相识的感觉。

这意味着什么?

经济学家曾一直希望8月份不如人意的就业报告数据仅是昙花一现的问题,不过事实并非如此;美国9月仅新增了19.4万个工作岗位,是今年迄今为止的新增最低值,并且远低于经济学家预期的50万个工作岗位。

虽然失业率降至4.8%,低于经济学家预期的5.1%,不过这部分由于出门寻找工作的人数更少了。

即便如此,美国政府仍有可对未来的就业有所期待:由于学校开学,全职工作的父母们更有可能开始寻找工作,失业救济福利的结束应会促进更多的人进入求职市场。

为何值得关注?

对于市场而言:美联储目前会采取什么动作?

9月就业报告将美联储逼在墙角:美联储计划最早在下个月开始结束其债券购买计划,不过如果美联储不想冒着损害不佳的经济复苏的风险的话,美联储可能不得不暂时搁置该计划。

这会让股市投资者很高兴:减少债券购买会推高美国国债收益率,使得股票的吸引力相对降低并且会令股价下跌。

更大的图景:提高债务上限

另一些对美国经济而言的好消息包括:联邦政府终于可以增加可借入的债务额度以偿还账单。

问题是,4800亿美元的新增额度提供的现金仅仅足够维持到12月初,为接下来不足两个月时间带来了更多不确定性。

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