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失业救济申请降至一个月低点,显示出劳动力市场正在逐步有序地放缓。同时侯,企业正在减少招聘,因为难以跟上因移民增加而带来的劳动力激增。
相比之下,上个月的零售销售激增1.0%,创下自2023年1月以来的最大增幅,而此前6月份的零售销售反而下滑0.2%。消费者通过寻找优惠的物品和选择低价替代品以减少支出。这些好于预期的数据使美元指数上涨了0.46%,收盘于103.04。

(美元指数日价格图表)
美联储官员无需过度担忧经济前景,因为随着裁员减少和消费者的支强劲出,经济下行风险迅速减少。消费需求保持稳定的迹象可能会促使金融市场降低下个月50个基点降息的预期。不过当前的情况仍然支持下调25个基点的可能性,尤其是在7月份通胀略有上升的情况下。
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随时随地观察市场动态
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