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Daybreak Weekend: US Jobs, Special European Council, Australia Eco
2025/2/28
Bloomberg Daybreak: US Edition
C
Caroline Hepker
C
Chuli Ren
D
Donald Trump
批评CHIPS Act，倡导使用关税而非补贴来促进美国国内芯片制造。
E
Emirates
K
Kirill Dmitriev
M
Mary Ross Gilbert
M
Michael McKee
R
Rosalind Matheson
S
Swati Pandey
T
Tom Busby
V
Volodymyr Zelensky
Tom Busby: 我们将讨论美国2月就业报告，以及它对美联储未来政策的潜在影响。
Michael McKee: 预计2月新增就业岗位约为15.8万个，失业率将维持在4%。平均时薪环比可能略有下降，同比可能略有上升。然而，由于各种不确定因素，例如新政府政策的影响，这些数据缺乏可靠性。我们可能会看到平均工作时间下降，因为公司对雇佣员工和加班持谨慎态度。
此外，美国贸易逆差创历史新高，主要原因是企业为应对可能的关税而提前进口物资。美联储希望看到明确的关税政策，以便企业能够更好地规划。PCE数据显示通货膨胀有所缓解，这可能使美联储能够继续降息。然而，消费支出下降以及低迷的消费者情绪可能会影响美联储的决策。
Deep Dive
This chapter discusses the anticipated February jobs report in the U.S. and its potential impact on Federal Reserve policy. Michael McKee, Bloomberg International Economics and Policy Correspondent, provides insights on expected figures and economic implications.
- The February jobs report is expected to show 158,000 new jobs, with no change in the 4% unemployment rate.
- Average hourly earnings may show mixed results, with lower month-over-month but higher year-over-year figures.
- The report's accuracy is uncertain due to recent layoffs and changes in administration policies.
- The merchandise trade deficit reached a record $153 billion, influenced by pre-tariff import stockpiling.
- PCE numbers indicated progress in controlling inflation, aligning with CPI and PPI reports.
Shownotes Transcript