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中文(ZH) 华泰证券:5月非农再超预期推升美联储加息必要性

US Jobs Surge Fuels Fed Rate Hike Speculation

Huatai Securities reported that the US non-farm payrolls for May significantly exceeded expectations, adding 172,000 jobs, which is higher than the predicted 85,000. While the unemployment rate and labor participation rate remained stable, hourly wage growth saw a slight increase. This strong jobs report has led to increased market speculation about the possibility of the Federal Reserve raising interest rates later this year. AI

RANK_REASON This is a financial commentary on economic data and its potential impact on monetary policy.

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Huatai Securities: May non-farm payrolls exceed expectations again, increasing the necessity of Federal Reserve interest rate hikes

    6月6日,华泰证券研报称,2026年5月美国新增非农就业17.2万,高于彭博一致预期的8.5万,前两个月累计上修9.3万;5月失业率、劳动参与率分别维持在4.3%、61.8%,均符合预期(彭博一致预期,下同);小时工资环比增速边际上行0.1pp至0.3%,同比回落0.2pp至3.4%,符合预期;每周工作时长维持在34.3小时。5月新增非农大幅超预期,显著高于0—5万的均衡水平,失业率也处于相对低位,市场对美联储年内加息定价显著升温。华泰证券维持美联储下半年保持利率不变、明年可能需要加息的观点。(证券时报)