股市書宏觀 – 2023 年 12 月 8 日

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股市書宏觀 – 2023 年 12 月 8 日

輸出和消耗

  • 11月標準普爾全球綜合採購經理人指數(PMI)為50.7,符合預期,上個月持穩。
  • 服務業PMI為50.8,符合預期,上月為50.6。
  • 美國供應管理協會(ISM)11月非製造業採購經理人指數(PMI)為52.7,預期為52,上月為51.8。
  • 亞特蘭大聯儲第四季度GDP估計為1.3%。

就業指數

  • JOLTs 10 月份的職位空缺為 873 萬,預期為 930 萬,上個月為 935 萬。
  • 10月ADP非農就業人數變化為103,000人,預期為130,000人,上月為106,000人。

通貨膨脹

  • 11月ISM非製造業價格指數為58.3,預期為58,上月為58.6。
  • 第三季度單位工作力成本下降1.2%,預期為-0.9%,上一季度為2.6%。
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