美国计量单位1年消费者通胀预期：4.7%（11月）对4.6%。美国计量单位1年消费者通胀预期：4.7%（11月）对4.6%

United States UoM 1-year Consumer Inflation Expectations: 4.7% (November) vs 4.6%.United States UoM 1-year Consumer Inflation Expectations: 4.7% (November) vs 4.6%

11月，美国密歇根州消费者预期指数从之前的50.3降至49。11月，美国密歇根州消费者预期指数从之前的50.3降至49

United States Michigan Consumer Expectations Index dipped from previous 50.3 to 49 in November.United States Michigan Consumer Expectations Index dipped from previous 50.3 to 49 in November

周五美国股指期货下跌，道琼斯指数、标准普尔500指数和纳斯达克指数的合约均下跌约0.3%，延续了前一交易日的跌幅，预示着又一周的下跌。对人工智能股票估值的持续担忧和美联储下一次加息的不确定性使投资者保持谨慎，因为政策制定者之间的分歧越来越大，对劳动力市场的担忧也越来越大。持续的政府停摆继续推迟了关键的经济数据发布，包括原定于今天发布的非农就业报告。在盘前交易中，英伟达下跌1.6%，连续第四天下跌。其他大型企业的表现也较为疲软，包括微软（-0.4%）、苹果（-0.3%）、亚马逊（-0.7%）、Meta（-0.8%）、Alphabet（-1.3%）、博通（1.3%）和甲骨文（-1.4%）。特斯拉股价下跌0.8%，此前股东批准了埃隆·马斯克（Elon Musk）潜在的1万亿美元薪酬方案。本周，标准普尔500指数下跌1.8%，道琼斯指数下跌1.4%，纳斯达克指数下跌2.8%。

US stock futures were lower on Friday, with contracts on the Dow Jones, S&P 500, and Nasdaq each down around 0.3%, extending the previous session’s losses and pointing to another weekly decline. Persistent concerns over AI stock valuations and uncertainty about the Fed’s next rate move kept investors cautious, amid growing divisions among policymakers and worries about the labor market. The ongoing government shutdown continues to delay key economic releases, including the nonfarm payrolls report originally scheduled for today. In premarket trading, Nvidia slipped 1.6%, marking a fourth straight day of losses. Other megacaps were also weaker, including Microsoft (-0.4%), Apple (-0.3%), Amazon (-0.7%), Meta (-0.8%), Alphabet (-1.3%), Broadcom (-1.3%), and Oracle (-1.4%). Tesla fell 0.8% after shareholders approved Elon Musk’s potential $1 trillion pay package. For the week, the S&P 500 is down 1.8%, the Dow Jones 1.4%, and the Nasdaq 2.8%.

美联储的杰斐逊：经济保持稳定，谨慎接近中性。美联储副主席菲利普·杰斐逊在今天的演讲中表示，尽管在美国政府持续关闭的情况下缺乏官方数据，但私营部门指标显示，近几个月来整体经济“没有太大变化”。经济增长继续以温和的速度增长，而劳动力市场似乎正在逐渐降温。

Fed's Jefferson: Economy holding up, to proceed cautiously near neutral.Fed Vice Chair Philip Jefferson said in speech today that despite the lack of official data amid the ongoing U.S. government shutdown, private-sector indicators show the overall economy “has not changed much” in recent months. Growth continues at a moderate pace, while the labor market appears to be gradually cooling.