美2月就业数据疲软引发降息预期,贝森特经济增长论调遭数据打脸

Gate News 消息,3 月 6 日,Natixis 分析师 Christopher Hodge 表示,2 月就业数据疲软可能会影响美联储理事沃勒的立场。沃勒此前曾表示,如果 2 月数据疲软且 1 月数据被下调,美联储为何不降息的问题将被提出。这将强化美联储鸽派观点,即近期看似乐观的劳动力数据只是"愚人金"(具有欺骗性的经济数据)。

分析师 Chris Anstey 指出,这对财政部长贝森特将是一个打击。贝森特此前曾赞扬 1 月建筑业就业增长,将其视为政府倡导的资本支出繁荣典范,并预计这一势头将持续。然而,数据显示,建筑业就业在 1 月增加 4.8 万人后,2 月减少 1.1 万人;制造业在 1 月微增 5000 人后,2 月减少 1.2 万人,恢复下滑趋势。

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