盤前提示 | 重磅核心PCE物價指數今晚公佈,或將影響市場走勢
週四,經濟數據方面,美國照例公佈截至10月22日當週初請失業金人數,第三季度GDP及核心PCE物價指數、耐用品訂單等重磅數據也將揭曉。美國核心PCE物價指數年化季率初值前值4.7,預測值4.5。
美聯儲希望勞動力市場在未來幾個月內顯著降溫,但到目前爲止,它仍表現出相當大的韌性。不過,計劃在未來招聘員工的公司數量有所減少。目前的裁員仍然是零星的,而且主要侷限在房地產和科技行業。本次公佈的初請失業金人數料變動不大。
有「新美聯儲通訊社」之稱的著名記者Nick Timiraos在10月21日表示,美聯儲可能會在11月的議息會議上討論是否以及如何釋放12月放緩加息步伐的信號。
在一二季度都出現萎縮之後,美國GDP在7-9月份可能以2.3%的年化季率增長。亞特蘭大聯儲GDPNow模型預計第三季度經濟增長率爲2.9%。富國銀行預計美國第三季度經濟可能反彈,在經歷了兩個季度的負增長後,美國第三季度實際GDP年化季率將達到2.8%,明年仍將出現溫和衰退。
經濟事件方面,歐洲央行公佈利率決議,並召開貨幣政策新聞發佈會。
從目前歐洲央行多位官員的表態來看,儘管已經意識到了繼續加息可能給歐元區經濟帶來風險,但歐洲央行仍將堅持「鷹」派的加息立場,並且在10月加息75個基點的可能性正在變得越來越大。
財報方面,$Shopify(SHOP.US)$、$西南航空(LUV.US)$和$麥當勞(MCD.US)$在週四美股盤前公佈財報。
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