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美国工人阶级的工资上涨即将到来。从1月1日起,19个州将提高最低工资,另外三个州将在今年晚些时候跟进。这可能比听起来更重要——当数百万低收入人群突然手中有更多现金时,消费者支出模式会发生变化。这会在市场、通胀预期中产生连锁反应,最终影响美联储的政策决策。如果你在考虑资产的宏观背景,值得关注这一点。
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底层消费力上升就意味着通胀预期要调整,fed肯定得跟着动作
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19个州一起涨...感觉明年q1市场会有点躁动吧
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又涨工资又怕通胀,这日子属实难熬
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底层有钱了最受益的还不是大消费股吗,悄悄关注一下
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工资涨物价也涨,普通人还是没赚到...
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这才是真正影响资产配置的信号,比很多经济数据靠谱