This Wednesday(6month7日)美盘时段,美国财长耶伦出席众议院金融服务委员会的听证会。市场聚焦于其对联邦政府债务上限的言论,尤其是美国总统拜登和众议院议长麦卡锡达成的债务上限最新协议。6month3日,拜登签署法案,该法案暂缓债务上限生效至2025At the beginning of the year, and2024Fiscal year and2025财年的开支进行限制。暂缓债务上限之后,白宫大概率将进行更大规模的国债发行,从而在2024年总统大选之前积攒更多政绩。
From the United States to6month3日当周初请失业金人数,将于北京时间本周四20:30(6month8日)公布,前值为23.2万人,尚无预期值。考虑到美国5月的失业率从3.4%Raise to3.7%,同时就业人口从29.4万人升高至33.9万人,预计申请失业金的人数将有所升高。从历史曲线看,最近一年,美国的失业金申领人数有缓慢上行趋势,二季度的申请失业金人数一度突破24万。劳动力市场的变动将对美联储的货币政策产生深渊影响,如果劳动力需求持续旺盛,在6月份暂停一次加息之后,7月份的美联储利率决议将有可能重启加息。
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