本周最受关注的,无疑是周三、周四分别出炉的美国6monthADPEmployment figures and non farm employment data. Currently, it is expected that the US job market will continue to improve, among which,ADPThe market expectation for employment is growth300万人,远高于前值的减少276Ten thousand people; United States6The expected increase in monthly non farm employment and unemployment rates is respectively307.4Ten thousand (previous value was250.910000) and12.3%(The previous value was13.3%)。
除了大小非农之外,下周还有大量经济数据将要出炉,相信可以帮助投资者了解全球制造业、服务业、通胀等各个方面的状况:制造业&服务业数据包括中国、美国、欧元区、法国、德国、英国6Monthly manufacturing and service industriesPMI;通胀数据包括德国6monthCPI初值、法国6monthCPIMonthly rate, Eurozone6monthCPI年率及月率、瑞士6monthCPI月率;贸易数据包括美国5月贸易帐、欧元区7月季调后贸易帐。
周二,纽约联储主席威廉姆斯两度亮相,除了和IMFPresident Georgieva hosts a seminar organized by the Economic Club and also delivers a speech at the International Financial Association video seminar; Federal Reserve Governor Brainard will deliver a speech at a conference jointly organized by the Brookings Institution and the University of Michigan.
在这份会议纪要中,我们需重点关注美联储官员对资产负债表的看法,以及对各项政策的解读。虽然资产负债表规模已经连续两周下降,但摩根士丹利指出,美联储在过去3Over half a month of expansion3Trillion US dollars, with a balance sheet size of7.10Trillion US dollars, and it is unlikely to abandon its ultra loose stance in the short term. Therefore, it is expected that2021At the end of each year, its balance sheet size may exceed10Trillion US dollars.