Wu said this week's macroeconomic indicators and analysis: US non-farm payrolls, Federal Reserve Beige Book on economic conditio

最新报道:According to Bijie.com, compiled by Gary Ma and Wu Shuo Blockchain, this week's macroeconomic indicators and analysis from Bijie.com: Last week, the US core PCE annual rate for July reached 2.9%, meeting expectations, and Nvidia's revenue report slightly exceeded expectations. This week's focus will be on the US non-farm payroll report and the Federal Reserve's Beige Book on economic conditions. Last week, Nvidia announced its second-quarter fiscal 2026 results, reporting revenue of $46.74 billion, a 56% year-over-year increase, slightly exceeding the expected $46.23 billion. Adjusted earnings per share were $1.05, a 54% year-over-year increase. Data center revenue was $41.1 billion, slightly below the expected $41.25 billion and a 56% year-over-year increase. The company forecast third-quarter revenue of $54 billion (±2%), a gross margin of approximately 73.5%, and operating expenses of approximately $4.2 billion. Furthermore, the company repurchased shares and distributed dividends totaling $24.3 billion in the first half of the year and increased its share repurchase program by $60 billion. Initial jobless claims in the United States for the week ending August 23rd reached 229,000, compared to expectations of 230,000 and a revised 234,000 from 235,000. The US core PCE price index for July rose to 2.9% annualized, up from the previously revised 2.6% reading, reaching its highest level since December 2024. The core PCE rose to 0.3% monthly, up 0.1% from the previous reading. The overall PCE rose to 2.6% annualized, up 0.2% monthly. US real GDP for the second quarter was revised to 3.3% annualized, compared to expectations of 3.10% and the previous reading of 3.00%. The University of Michigan Consumer Confidence Index for August was 58.2, down 5.7% from 61.7 in July and down 14.3% annualized, the lowest level in nearly three months. The current economic conditions index fell to 61.7, compared to expectations of 55.9. The report noted that inflation concerns dragged down purchasing intentions for durable goods to a one-year low, with short-term and long-term inflation expectations rising to 4.8% and 3.5%, respectively. Minutes from the European Central Bank's July meeting indicated that officials viewed inflation risks as "broadly balanced." The United States has imposed a 25% punitive tariff on Indian imports. Currently, tariffs on Indian goods imported to the United States have increased to 50%. Key Events & Indicators This Week: September 2, US August ISM Manufacturing PMI (22:00); September 3, ECB President Lagarde's speech (15:30); Reserve Bank of Australia Governor Bullock's speech (16:00); 2025 FOMC voting member and St. Louis Fed President Moussallem's speech on the US economy and monetary policy (21:00); September 4, Federal Reserve releases Beige Book on economic conditions (02:00); US August ADP employment figures (10,000) (20:15); US initial jobless claims for the week ending August 30 (10,000) (20:30); September 5, US August unemployment rate (20:30); US August seasonally adjusted non-farm payroll figures (10,000) (20:30)

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