Barclays_Global_Macro_Thoughts_A_borderline_decision
ajay.rajadhyaksha@barclays.com Global Macro Thoughts +44 (0) 20 3555 2386
ajay.rajadhyaksha@barclays.com Global Macro Thoughts +44 (0) 20 3555 2386
ajay.rajadhyaksha@barclays.com Global Macro Thoughts +44 (0) 20 3555 2386
ajay.rajadhyaksha@barclays.com Global Macro Thoughts +44 (0) 20 3555 2386核心数据:The US is tracking nearly 3% GDP growth in the Atlanta Fed GDP tracker, after 3% in Q2 as well;The SEP has the unemployment rate rising to 4.4% by year-end, which is consistent with a 50bp cut 1;Moreover, 4.4% is the absolute peak for the jobless rate this entire cycle, as per Fed forecasts。
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重点分析了GDP等议题。