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- 熙熙999熙熙999
  ·2022-11-28
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  Weekly Preview | Will the non-farm payrolls report be a "surprise"? Has core PCE peaked? Focus on the Federal Reserve's Beige Book
  财经事件方面，美联储主席鲍威尔将于次日凌晨2:30发表讲话。截至11月26日当周初请失业金人数亦将公布。美联储还将于当日发布褐皮书。此外，2023年FOMC票委、达拉斯联储主席洛根，美联储理事丽莎·库克，美联储理事鲍曼将于当日发表讲话。
  Weekly Preview | Will the non-farm payrolls report be a "surprise"? Has core PCE peaked? Focus on the Federal Reserve's Beige Book
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07:21","market":"hk","language":"zh","title":"Weekly Preview | Will the non-farm payrolls report be a \"surprise\"? Has core PCE peaked? Focus on the Federal Reserve's Beige Book","url":"https://stock-news.laohu8.com/highlight/detail?id=1128751495","media":"老虎资讯综合","summary":"财经事件方面，美联储主席鲍威尔将于次日凌晨2:30发表讲话。截至11月26日当周初请失业金人数亦将公布。美联储还将于当日发布褐皮书。此外，2023年FOMC票委、达拉斯联储主席洛根，美联储理事丽莎·库克，美联储理事鲍曼将于当日发表讲话。","content":"<p><html><head></head><body><b>Major events this week (November 28-December 2):</b></p><p><b>Financial events</b>Led by Powell, several Federal Reserve officials delivered a series of speeches ahead of the December silence period, and the Fed released its Beige Book.<b>Regarding economic data,</b>Several important economic data points will be released this week. Data such as the US November seasonally adjusted non-farm payrolls and November unemployment rate, the US October core PCE price index year-on-month rate, the US November ADP employment numbers, the Conference Board consumer confidence index, the number of initial jobless claims for the week, the US EIA crude oil inventories/strategic petroleum reserve inventories for the week, China's November manufacturing PMI, and the November Caixin manufacturing PMI have been released one after another.<b>Regarding financial reports,</b><a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>、<a href=\"https://laohu8.com/S/RY\">Royal Bank of Canada</a>、<a href=\"https://laohu8.com/S/KR\">Kroger</a>The financial report will be released later;<b>Regarding new stocks,</b><a href=\"https://laohu8.com/S/03660\">360 Digital-S</a>Listed on the Hong Kong Stock Exchange.<img src=\"https://static.tigerbbs.com/b744f4ba4cda49ac1eb8ec01ceb0cad3\" tg-width=\"2059\" tg-height=\"1458\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, November 28th: Dallas Fed Business Activity Index, Pinduoduo releases earnings report.<a href=\"https://laohu8.com/S/QFIN\">360 Digital</a>-S announces lottery results</b><img src=\"https://static.tigerbbs.com/cdcfd1e90d2aec33df680bf26ce30d8c\" tg-width=\"953\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><b>On Monday, investors can focus on the Dallas Fed Business Activity Index.</b>The previous value of this data was below 0 points, which to some extent means that the US economy is in recession territory and that the recession is likely to deepen further.</p><p><b>Regarding economic events,</b>European Central Bank President Christine Lagarde will deliver an introductory speech at a hearing of the European Parliament's Economic and Monetary Affairs Committee.</p><p><b>Regarding financial reports,</b>Key attention should be paid to the pre-market release of US stocks on November 28th, Eastern Time.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Financial report.</p><p><a href=\"https://laohu8.com/S/600109\">Guojin Securities</a>Pinduoduo is projected to report revenue of 30.9 billion yuan in Q3, a year-on-year increase of 44%, and its Non-GAAP profit margin for Q3 is expected to be approximately 23%. The bank stated that Pinduoduo's high-cost-performance platform characteristics are attracting more merchants and consumers in a weak consumption environment. In addition,<a href=\"https://laohu8.com/S/01179.HK\">Huazhu Group-S</a>、<a href=\"https://laohu8.com/S/00241\">Alibaba Health</a>The financial report will be released on the same day.</p><p><b>Regarding new stocks,</b>Fintech platform<a href=\"https://laohu8.com/S/03660\">360 Digital-S</a>The lottery results will be announced. The company previously announced that 1.38 million shares were subscribed for in Hong Kong on the retail side, representing an oversubscription of 2.47 times.</p><p><b>Keywords for Tuesday, November 29th: Conference Board Consumer Confidence Index, New York Fed President<a href=\"https://laohu8.com/S/WMB\">Williams</a>Speaking with St. Louis Federal Reserve President Bullard, Bilibili releases financial report</b></p><p><img src=\"https://static.tigerbbs.com/c27890e43932f31743891af5449365e2\" tg-width=\"950\" tg-height=\"881\" referrerpolicy=\"no-referrer\"/></p><p><b>On Tuesday, regarding economic data</b>Investors should pay close attention to this.<b>Conference Board Consumer Confidence Index for November</b>This index is a leading indicator of U.S. consumers' willingness to consume goods and services, reflecting the performance of the economy.</p><p>The Conference Board's October consumer confidence index came in at 102.5, the lowest reading since August, significantly lower than the market's previous expectation of 105.9, and down 5.3 points from 107.8 the previous month. In a report, Lynn Franco, senior director of economic indicators at the Conference Board, wrote that the confidence index fell in October after rising in August and September, indicating that economic growth began to slow in the fourth quarter. In addition, two important indicators of the US real estate industry—<b>U.S. September S&P/CS20 Major City Home Price Index Annual Rate</b>and<b>US September FHFA Home Price Index Month-on-Month Rate</b>The Eurozone Economic Sentiment Index, industrial sentiment index, and consumer confidence index will also be released on the same day.</p><p><b>Regarding financial events,</b>follow<b>New York Fed President Williams</b>and<b>St. Louis Fed President Bullard</b>In their speeches, both Fed officials were voting members this year.</p><p><b>Regarding financial reports,</b><a href=\"https://laohu8.com/S/09626\">Bilibili-W</a>/<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>The third quarter 2022 financial results will be released on the same day, and the earnings conference call will be held at 20:00 Beijing time on Tuesday, November 29, 2022.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>A technical opinion report was released, pointing out that the market generally believes that Bilibili's game and advertising revenue in the second half of the year and next year is too high, and that there are potential balance sheet risks in 2024. The bank gave it a target price of $11 for US stocks and a rating of \"in line with the market\". In addition,<a href=\"https://laohu8.com/S/BZ\">BOSS Zhipin</a>、<a href=\"https://laohu8.com/S/YY\">Happy Gathering</a>，<a href=\"https://laohu8.com/S/01060\">Ali Pictures</a>、<a href=\"https://laohu8.com/S/09991\">Baozun E-commerce - W</a>Financial reports will be released.</p><p><b>Regarding new stocks,</b><a href=\"https://laohu8.com/S/03660\">360 Digital-S</a>It will be listed on the Hong Kong Stock Exchange</p><p><b>Keywords for Wednesday, November 30th: US November ADP employment figures, US core PCE price index annualized rate revision, US Q3 real GDP annualized quarterly rate revision, US EIA crude oil inventories for the week, China's official manufacturing PMI, XPeng Motor Company earnings report.</b></p><p><img src=\"https://static.tigerbbs.com/273b0a86a773f36b88f9164beaeb69c4\" tg-width=\"952\" tg-height=\"1393\" referrerpolicy=\"no-referrer\"/><b>On Wednesday, regarding economic data</b>Known as the \"mini-non-farm payrolls\" section<b>November ADP employment data</b>It will be announced, and<b>JOLTs Job Vacancies</b>It will also be announced on the same day. These data have some predictive effect on the non-farm payroll data released on Friday, and investors should pay attention to them.</p><p>The ADP employment data for October was generally strong. ADP Chief Economist Nela Richardson said that given the maturity of the economic recovery, it was a very strong employment data, but at the same time, hiring activity was not widespread. He also stated that while early signs of Federal Reserve-driven demand disruption are being seen, it is only affecting certain areas of the labor market. In addition,<b>EIA crude oil inventories for the week</b>、<b>EIA Strategic Petroleum Reserve inventory</b>、<b>API crude oil inventories for the week</b>、<b>Revised annualized quarterly rate of real GDP in the third quarter</b>、<b>US Q3 Core PCE Price Index Annualized Quarterly Rate Revision</b>、<b>November Chicago PMI</b>Economic data will also be released.</p><p>In China, investors need to pay attention to<b>November Official Manufacturing PMI</b>。</p><p><b>Regarding financial events,</b>Federal Reserve Chairman Jerome Powell will speak at 2:30 a.m. the following day.</p><p><b>Regarding financial reports,</b><a href=\"https://laohu8.com/S/RY\">Royal Bank of Canada</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>、<a href=\"https://laohu8.com/S/02390\">Zhihu-W</a>、<a href=\"https://laohu8.com/S/02423\">Shell-W</a>Release financial reports.</p><p><b>Keywords for Thursday, December 1st: US October core PCE price index year-on-month rate, initial jobless claims for the week, China's November Caixin manufacturing PMI, Federal Reserve Chairman Powell's speech on the US economic outlook and job market.</b><img src=\"https://static.tigerbbs.com/6a45c82e82f6627db6f607997c5b9b1c\" tg-width=\"951\" tg-height=\"1209\" referrerpolicy=\"no-referrer\"/><b>On Thursday, regarding economic data</b>Investors need to pay close attention.<b>US October PCE data</b>This is the Federal Reserve's favorite inflation indicator.</p><p>The U.S. core PCE price index rose 5.1% year-on-year in September, lower than the expected 5.20%, but higher than the previous value of 4.9%. The core PCE price index rose 0.5% month-on-month in September, in line with market expectations. As of<b>Number of initial unemployment claims for the week ending November 26</b>It will also be announced.</p><p>In the week ending November 19, the number of initial jobless claims in the United States was 240,000, compared with the expected 225,000 and the previous figure of 223,000. The number of initial jobless claims in the United States rose more than expected to a three-month high, a sign of a cooling labor market. In addition,<b>US personal spending month-on-month rate in October</b>、<b>November<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Final Manufacturing PMI</b>、<b>November ISM Manufacturing PMI</b>、<b>Number of layoffs at challenger companies in November</b>Economic data will be released on the same day.</p><p>In China,<b>November Caixin Manufacturing PMI</b>It will be announced on the same day.</p><p><b>Regarding financial events, Federal Reserve Chairman Jerome Powell</b>Powell will deliver a speech on the U.S. economic outlook and the job market. The market believes that Powell's speech may solidify market expectations regarding the size of the potential interest rate hike announced after the December policy meeting.</p><p>The Federal Reserve will also release information on the same day.<b>Brown Book</b>。</p><p>The Beige Book is a report on the economic conditions of the 12 Federal Reserve regions of the United States over a certain period of time, depicting the economic trends and challenges facing the United States. The report is published eight times a year, two weeks before the Federal Open Market Committee (FOMC) meeting.</p><p>In addition,<b>Logan, 2023 FOMC voting member and Dallas Fed President</b>，<b>Federal Reserve Governor Lisa Cook</b>，<b>Federal Reserve Governor Bowman</b>He will deliver a speech on the same day.</p><p><b>Regarding financial reports,</b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>The financial report will be released after the market closes on November 30th, Eastern Time.<a href=\"https://laohu8.com/S/BMO\">Bank of Montreal</a>、<a href=\"https://laohu8.com/S/DG\">Dale Company, USA</a>、<a href=\"https://laohu8.com/S/KR\">Kroger</a>The earnings report will be released before the market closes on December 1st, Eastern Time.</p><p><b>Keywords for Friday, December 2nd: US November unemployment rate, US seasonally adjusted non-farm payrolls</b><img src=\"https://static.tigerbbs.com/c29d4b46f8941239d90a646e8b1fe80f\" tg-width=\"949\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/><b>On Friday, economic data will focus on seasonally adjusted non-farm payrolls in November and the U.S. unemployment rate in November.</b>。</p><p>The U.S. added more non-farm payrolls in October than expected, indicating that the labor market remains strong. Non-farm payrolls increased by 261,000 in October, a decrease from the previous month, but still not low. At the same time, the employment report also raised the previous revision of non-farm payrolls for September to 315,000 (original value 263,000). Although the August data was lowered, the total number of new jobs in August and September was 29,000 higher than the previous report. The market currently expects the non-farm payrolls figure to increase by 200,000 in November, lower than the previous reading of 261,000. The unemployment rate was 3.8% in November, slightly higher than 3.7%. In terms of financial reports, EHang, a manufacturer of autonomous vehicles,<a href=\"https://laohu8.com/S/EH\">$(EH)$</a>The earnings report will be released before the market opens on December 2nd, Eastern Time.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Weekly Preview | Will the non-farm payrolls report be a \"surprise\"? Has core PCE peaked? Focus on the Federal Reserve's Beige Book</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWeekly Preview | Will the non-farm payrolls report be a \"surprise\"? Has core PCE peaked? Focus on the Federal Reserve's Beige Book\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-11-28 07:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Major events this week (November 28-December 2):</b></p><p><b>Financial events</b>Led by Powell, several Federal Reserve officials delivered a series of speeches ahead of the December silence period, and the Fed released its Beige Book.<b>Regarding economic data,</b>Several important economic data points will be released this week. Data such as the US November seasonally adjusted non-farm payrolls and November unemployment rate, the US October core PCE price index year-on-month rate, the US November ADP employment numbers, the Conference Board consumer confidence index, the number of initial jobless claims for the week, the US EIA crude oil inventories/strategic petroleum reserve inventories for the week, China's November manufacturing PMI, and the November Caixin manufacturing PMI have been released one after another.<b>Regarding financial reports,</b><a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>、<a href=\"https://laohu8.com/S/RY\">Royal Bank of Canada</a>、<a href=\"https://laohu8.com/S/KR\">Kroger</a>The financial report will be released later;<b>Regarding new stocks,</b><a href=\"https://laohu8.com/S/03660\">360 Digital-S</a>Listed on the Hong Kong Stock Exchange.<img src=\"https://static.tigerbbs.com/b744f4ba4cda49ac1eb8ec01ceb0cad3\" tg-width=\"2059\" tg-height=\"1458\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, November 28th: Dallas Fed Business Activity Index, Pinduoduo releases earnings report.<a href=\"https://laohu8.com/S/QFIN\">360 Digital</a>-S announces lottery results</b><img src=\"https://static.tigerbbs.com/cdcfd1e90d2aec33df680bf26ce30d8c\" tg-width=\"953\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><b>On Monday, investors can focus on the Dallas Fed Business Activity Index.</b>The previous value of this data was below 0 points, which to some extent means that the US economy is in recession territory and that the recession is likely to deepen further.</p><p><b>Regarding economic events,</b>European Central Bank President Christine Lagarde will deliver an introductory speech at a hearing of the European Parliament's Economic and Monetary Affairs Committee.</p><p><b>Regarding financial reports,</b>Key attention should be paid to the pre-market release of US stocks on November 28th, Eastern Time.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Financial report.</p><p><a href=\"https://laohu8.com/S/600109\">Guojin Securities</a>Pinduoduo is projected to report revenue of 30.9 billion yuan in Q3, a year-on-year increase of 44%, and its Non-GAAP profit margin for Q3 is expected to be approximately 23%. The bank stated that Pinduoduo's high-cost-performance platform characteristics are attracting more merchants and consumers in a weak consumption environment. In addition,<a href=\"https://laohu8.com/S/01179.HK\">Huazhu Group-S</a>、<a href=\"https://laohu8.com/S/00241\">Alibaba Health</a>The financial report will be released on the same day.</p><p><b>Regarding new stocks,</b>Fintech platform<a href=\"https://laohu8.com/S/03660\">360 Digital-S</a>The lottery results will be announced. The company previously announced that 1.38 million shares were subscribed for in Hong Kong on the retail side, representing an oversubscription of 2.47 times.</p><p><b>Keywords for Tuesday, November 29th: Conference Board Consumer Confidence Index, New York Fed President<a href=\"https://laohu8.com/S/WMB\">Williams</a>Speaking with St. Louis Federal Reserve President Bullard, Bilibili releases financial report</b></p><p><img src=\"https://static.tigerbbs.com/c27890e43932f31743891af5449365e2\" tg-width=\"950\" tg-height=\"881\" referrerpolicy=\"no-referrer\"/></p><p><b>On Tuesday, regarding economic data</b>Investors should pay close attention to this.<b>Conference Board Consumer Confidence Index for November</b>This index is a leading indicator of U.S. consumers' willingness to consume goods and services, reflecting the performance of the economy.</p><p>The Conference Board's October consumer confidence index came in at 102.5, the lowest reading since August, significantly lower than the market's previous expectation of 105.9, and down 5.3 points from 107.8 the previous month. In a report, Lynn Franco, senior director of economic indicators at the Conference Board, wrote that the confidence index fell in October after rising in August and September, indicating that economic growth began to slow in the fourth quarter. In addition, two important indicators of the US real estate industry—<b>U.S. September S&P/CS20 Major City Home Price Index Annual Rate</b>and<b>US September FHFA Home Price Index Month-on-Month Rate</b>The Eurozone Economic Sentiment Index, industrial sentiment index, and consumer confidence index will also be released on the same day.</p><p><b>Regarding financial events,</b>follow<b>New York Fed President Williams</b>and<b>St. Louis Fed President Bullard</b>In their speeches, both Fed officials were voting members this year.</p><p><b>Regarding financial reports,</b><a href=\"https://laohu8.com/S/09626\">Bilibili-W</a>/<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>The third quarter 2022 financial results will be released on the same day, and the earnings conference call will be held at 20:00 Beijing time on Tuesday, November 29, 2022.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>A technical opinion report was released, pointing out that the market generally believes that Bilibili's game and advertising revenue in the second half of the year and next year is too high, and that there are potential balance sheet risks in 2024. The bank gave it a target price of $11 for US stocks and a rating of \"in line with the market\". In addition,<a href=\"https://laohu8.com/S/BZ\">BOSS Zhipin</a>、<a href=\"https://laohu8.com/S/YY\">Happy Gathering</a>，<a href=\"https://laohu8.com/S/01060\">Ali Pictures</a>、<a href=\"https://laohu8.com/S/09991\">Baozun E-commerce - W</a>Financial reports will be released.</p><p><b>Regarding new stocks,</b><a href=\"https://laohu8.com/S/03660\">360 Digital-S</a>It will be listed on the Hong Kong Stock Exchange</p><p><b>Keywords for Wednesday, November 30th: US November ADP employment figures, US core PCE price index annualized rate revision, US Q3 real GDP annualized quarterly rate revision, US EIA crude oil inventories for the week, China's official manufacturing PMI, XPeng Motor Company earnings report.</b></p><p><img src=\"https://static.tigerbbs.com/273b0a86a773f36b88f9164beaeb69c4\" tg-width=\"952\" tg-height=\"1393\" referrerpolicy=\"no-referrer\"/><b>On Wednesday, regarding economic data</b>Known as the \"mini-non-farm payrolls\" section<b>November ADP employment data</b>It will be announced, and<b>JOLTs Job Vacancies</b>It will also be announced on the same day. These data have some predictive effect on the non-farm payroll data released on Friday, and investors should pay attention to them.</p><p>The ADP employment data for October was generally strong. ADP Chief Economist Nela Richardson said that given the maturity of the economic recovery, it was a very strong employment data, but at the same time, hiring activity was not widespread. He also stated that while early signs of Federal Reserve-driven demand disruption are being seen, it is only affecting certain areas of the labor market. In addition,<b>EIA crude oil inventories for the week</b>、<b>EIA Strategic Petroleum Reserve inventory</b>、<b>API crude oil inventories for the week</b>、<b>Revised annualized quarterly rate of real GDP in the third quarter</b>、<b>US Q3 Core PCE Price Index Annualized Quarterly Rate Revision</b>、<b>November Chicago PMI</b>Economic data will also be released.</p><p>In China, investors need to pay attention to<b>November Official Manufacturing PMI</b>。</p><p><b>Regarding financial events,</b>Federal Reserve Chairman Jerome Powell will speak at 2:30 a.m. the following day.</p><p><b>Regarding financial reports,</b><a href=\"https://laohu8.com/S/RY\">Royal Bank of Canada</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>、<a href=\"https://laohu8.com/S/02390\">Zhihu-W</a>、<a href=\"https://laohu8.com/S/02423\">Shell-W</a>Release financial reports.</p><p><b>Keywords for Thursday, December 1st: US October core PCE price index year-on-month rate, initial jobless claims for the week, China's November Caixin manufacturing PMI, Federal Reserve Chairman Powell's speech on the US economic outlook and job market.</b><img src=\"https://static.tigerbbs.com/6a45c82e82f6627db6f607997c5b9b1c\" tg-width=\"951\" tg-height=\"1209\" referrerpolicy=\"no-referrer\"/><b>On Thursday, regarding economic data</b>Investors need to pay close attention.<b>US October PCE data</b>This is the Federal Reserve's favorite inflation indicator.</p><p>The U.S. core PCE price index rose 5.1% year-on-year in September, lower than the expected 5.20%, but higher than the previous value of 4.9%. The core PCE price index rose 0.5% month-on-month in September, in line with market expectations. As of<b>Number of initial unemployment claims for the week ending November 26</b>It will also be announced.</p><p>In the week ending November 19, the number of initial jobless claims in the United States was 240,000, compared with the expected 225,000 and the previous figure of 223,000. The number of initial jobless claims in the United States rose more than expected to a three-month high, a sign of a cooling labor market. In addition,<b>US personal spending month-on-month rate in October</b>、<b>November<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Final Manufacturing PMI</b>、<b>November ISM Manufacturing PMI</b>、<b>Number of layoffs at challenger companies in November</b>Economic data will be released on the same day.</p><p>In China,<b>November Caixin Manufacturing PMI</b>It will be announced on the same day.</p><p><b>Regarding financial events, Federal Reserve Chairman Jerome Powell</b>Powell will deliver a speech on the U.S. economic outlook and the job market. The market believes that Powell's speech may solidify market expectations regarding the size of the potential interest rate hike announced after the December policy meeting.</p><p>The Federal Reserve will also release information on the same day.<b>Brown Book</b>。</p><p>The Beige Book is a report on the economic conditions of the 12 Federal Reserve regions of the United States over a certain period of time, depicting the economic trends and challenges facing the United States. The report is published eight times a year, two weeks before the Federal Open Market Committee (FOMC) meeting.</p><p>In addition,<b>Logan, 2023 FOMC voting member and Dallas Fed President</b>，<b>Federal Reserve Governor Lisa Cook</b>，<b>Federal Reserve Governor Bowman</b>He will deliver a speech on the same day.</p><p><b>Regarding financial reports,</b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>The financial report will be released after the market closes on November 30th, Eastern Time.<a href=\"https://laohu8.com/S/BMO\">Bank of Montreal</a>、<a href=\"https://laohu8.com/S/DG\">Dale Company, USA</a>、<a href=\"https://laohu8.com/S/KR\">Kroger</a>The earnings report will be released before the market closes on December 1st, Eastern Time.</p><p><b>Keywords for Friday, December 2nd: US November unemployment rate, US seasonally adjusted non-farm payrolls</b><img src=\"https://static.tigerbbs.com/c29d4b46f8941239d90a646e8b1fe80f\" tg-width=\"949\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/><b>On Friday, economic data will focus on seasonally adjusted non-farm payrolls in November and the U.S. unemployment rate in November.</b>。</p><p>The U.S. added more non-farm payrolls in October than expected, indicating that the labor market remains strong. Non-farm payrolls increased by 261,000 in October, a decrease from the previous month, but still not low. At the same time, the employment report also raised the previous revision of non-farm payrolls for September to 315,000 (original value 263,000). Although the August data was lowered, the total number of new jobs in August and September was 29,000 higher than the previous report. The market currently expects the non-farm payrolls figure to increase by 200,000 in November, lower than the previous reading of 261,000. The unemployment rate was 3.8% in November, slightly higher than 3.7%. In terms of financial reports, EHang, a manufacturer of autonomous vehicles,<a href=\"https://laohu8.com/S/EH\">$(EH)$</a>The earnings report will be released before the market opens on December 2nd, Eastern Time.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46744ceebcd5f9f6cbe09f85295d7cfe","relate_stocks":{"DXD":"两倍做空道琼30指数ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","BK4559":"巴菲特持仓","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","SSO":"2倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","QLD":"2倍做多纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4534":"瑞士信贷持仓","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128751495","content_text":"本周（11·28-12·2）重磅事件：财经事件方面，鲍威尔领衔，多位美联储官员在12月噤声期前密集发表讲话，美联储发布褐皮书；经济数据方面，本周将发布多个重要经济数据。美国11月美国季调后非农就业人口和11月失业率、美国10月核心PCE物价指数年率/月率、美国11月ADP就业人数、美国谘商会消费者信心指数、当周初请失业金人数、美国当周EIA原油库存/战略石油储备库存，中国11月制造业PMI、11月财新制造业PMI等数据陆续出炉；财报方面，哔哩哔哩、拼多多、小鹏汽车、加拿大皇家银行、克罗格等发布财报；新股方面，360数科-S登陆港交所。11月28日 周一关键词：美国达拉斯联储商业活动指数、拼多多发布财报、360数科-S公布中签结果周一，投资者可关注美国达拉斯联储商业活动指数，该数据的前值位于0点下方，在某种程度上意味着美国经济处于衰退区间，且衰退有进一步加深的趋势。经济事件方面，欧洲央行行长拉加德将在在欧洲议会经济和货币事务委员会听证会上做介绍性发言。财报方面，重点关注美东时间11月28日美股盘前发布的拼多多财报。国金证券预计，拼多多 Q3 的收入 309 亿，同比增长 44%，预计 Q3 的 Non-GAAP 利润率约为 23%；该行表示，拼多多高性价比的平台特性在消费偏弱的环境下吸引更多商家和消费者。此外，华住集团-S、阿里健康将于当日发布财报。新股方面，金融科技平台360数科-S公布中签结果。公司此前公布，港股在零售端认购股数为138万股，超额认购达2.47倍。11月29日 周二关键词：美国谘商会消费者信心指数、纽约联储主席威廉姆斯和圣路易斯联储主席布拉德讲话、哔哩哔哩发布财报周二，经济数据方面，投资者可重点关注11月美国谘商会消费者信心指数，这一指数是衡量美国消费者消费商品和服务的意愿的领先指标，反映经济的运行情况。美国谘商会公布的10月消费者信心指数录得102.5，为8月以来的最低读数，显著不及市场此前预期的105.9，较上月的107.8下跌了5.3个点。谘商会经济指标高级主管Lynn Franco在报告中写道，信心指数在8月和9月上升后，在10月回落，表明经济增长在第四季度开始放缓。此外，美国房地产行业的两项重要指标——美国9月S&P/CS20座大城市房价指数年率和美国9月FHFA房价指数月率，以及欧元区经济景气指数、工业景气指数、消费者信心指数将于同日公布。财经事件方面，关注纽约联储主席威廉姆斯和圣路易斯联储主席布拉德发表的讲话，两位联储官员都是今年的票委。财报方面，哔哩哔哩-W/哔哩哔哩将于当日公布2022年第三季度财报，业绩电话会议将在北京时间2022年11月29日（星期二）20:00召开。摩根士丹利发表技术意见报告，指出市场普遍认为哔哩哔哩下半年和明年的游戏和广告收入过高，并在2024年存在潜在资产负债表风险。该行予其美股目标价11美元，评级为“与大市同步”。此外，BOSS直聘、欢聚，阿里影业、宝尊电商-W将发布财报。新股方面，360数科-S将登陆港交所。11月30日 周三关键词：美国11月ADP就业人数、美国核心PCE物价指数年率修正值、美国第三季度实际GDP年化季率修正值、美国当周EIA原油库存、中国官方制造业PMI、小鹏汽车财报周三，经济数据方面，有小非农之称的11月ADP就业数据将公布，而JOLTs职位空缺数也将于同日公布。这些数据对于周五公布的非农数据有一定预示作用，投资者可关注。10月ADP就业数据总体表现强劲，ADP首席经济学家Nela Richardson表示，鉴于经济复苏的成熟程度，这是一个非常强劲的就业数据，但同时招聘活动并不广泛。他还表示，虽然看到了美联储驱动的需求破坏的早期迹象，但它只影响到劳动力市场的某些领域。此外，当周EIA原油库存、EIA战略石油储备库存、当周API原油库存、第三季度实际GDP年化季率修正值、美国第三季度核心PCE物价指数年化季率修正值、11月芝加哥PMI等经济数据亦将公布。中国方面，投资者需要关注11月官方制造业PMI。财经事件方面，美联储主席鲍威尔将于次日凌晨2:30发表讲话。财报方面，加拿大皇家银行、小鹏汽车、知乎-W、贝壳-W发布财报。12月1日 周四关键词：美国10月核心PCE物价指数年率/月率、当周初请失业金人数、中国11月财新制造业PMI、美联储主席鲍威尔就美国经济前景和就业市场发表讲话周四，经济数据方面，投资者需密切关注美国10月PCE数据，这是美联储最青睐的通胀指标。美国9月核心PCE物价指数年率录得5.1%，低于预期的5.20%，但高于前值的4.9%，9月核心PCE物价指数月率录得0.5%，符合市场预期。截至11月26日当周初请失业金人数亦将公布。截至11月19日当周，美国初请失业金人数为24万，预期为22.5万人，前值为22.3万人。美国初请失业金人数增长超过预期，达到3个月来的高点，这是劳动力市场降温的一个迹象。此外，美国10月个人支出月率、11月Markit制造业PMI终值、11月ISM制造业PMI、11月挑战者企业裁员人数等经济数据将于当日公布。中国方面，11月财新制造业PMI将于当日公布。财经事件方面，美联储主席鲍威尔将就美国经济前景和就业市场发表讲话，市场认为，鲍威尔的讲话可能会巩固市场对12月政策会议后宣布的利率可能上调的规模的预期。美联储还将于当日发布褐皮书。褐皮书是美国12个联储地区在一定时段经济状况的报告，描绘了美国的经济趋势和所面临的挑战。该报告每年公布8次，公布时间为联邦公开市场委员会（FOMC）会议的两周前。此外，2023年FOMC票委、达拉斯联储主席洛根，美联储理事丽莎·库克，美联储理事鲍曼将于当日发表讲话。财报方面，Snowflake、赛富时将于美东时间11月30日盘后公布财报，蒙特利尔银行、美国达乐公司、克罗格将于美东时间12月1日盘前公布财报。12月2日 周五关键词：美国11月失业率、美国季调后非农就业人口周五，经济数据重点关注11月季调后非农就业人口和美国11月失业率。美国10月新增非农就业超预期，显示劳动力市场仍很强劲。10月新增非农就业26.1万人，虽较上月下降，但水平仍然不低。与此同时，就业报告还上调了此前9月非农就业至31.5万人（原值26.3万），虽然下调了8月数据，但8、9两月新增就业人数的总和要比此前报告高出2.9万人。目前市场预期11月非农增加20万，低于26.1万的前值；11月失业率为3.8%，略高于3.7%。财报方面，自动驾驶飞行器制造商$亿航智能$(EH)$将于美东时间12月2日盘前发布财报。","news_type":1,"symbols_score_info":{"MGCmain":0.9,"GLD":0.9,"ESmain":0.9,"SPY":0.9,"TQQQ":0.9,"GDX":0.9,"DXD":0.9,"GCmain":0.9,"NQmain":0.9,"SGCmain":0.9,".DJI":0.9,"UPRO":0.9,"QQQ":0.9,"PSQ":0.9,"SSO":0.9,".IXIC":0.9,"QLD":0.9,"SImain":0.9}},"isVote":1,"tweetType":1,"viewCount":5124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}