> 数据图表想问下各位网友【核心图表】美国经济：降息步伐放缓2026-4-4【核心图表】美国经济：降息步伐放缓◆ 就业：权威下降。非农数据权威性下降；通胀：油价上升，限制后续降息预期；◆ 经济：预期上修。ISM和SP制造业PMI显著分化，地产有待改善；美国经济热力图数据来源： Bloomberg Wind 华泰期货研究院9增量的贡献（2024年对实际GDP同比贡献率）指标名称单位 2026/03 2026/02 2026/01 2025/12 2025/11 2025/10 2025/09 2025/08 2025/07 2025/06 2025/05 2025/04GDP:不变价:同比Markit制造业PMI%%52.3051.6052.4051.8052.2052.5052.0053.0049.8052.9052.0050.202.232.332.08投资26.1%全部制造业:新增订单:当月同比 %#N/A#N/A4.374.265.402.213.593.741.645.599.700.71成屋+新建住房销售万套 #N/A409460.7501.5484.8484.7478.8480467.4460.6466.7470.6新增非农就业人数万人 17.80-9.2013.005.006.40-10.5011.902.207.3014.7013.9017.70失业率（色阶相反）%4.304.404.304.404.50#N/A4.404.304.204.104.204.20非农职位空缺数万人 #N/A688.2724655692.8744.9765.8722.7720.8735.7771.2739.5CPI:当月同比核心CPI:当月同比零售和食品服务销售额:同比Markit服务业PMI个人可支配收入:同比个人消费支出:同比财政收入:同比财政支出:同比出口金额:同比进口金额:同比%%%%%%%%%%#N/A2.40#N/A2.50#N/A3.602.402.503.022.702.603.812.70#N/A3.002.60#N/A3.001.853.485.602.903.103.492.703.104.522.702.904.152.402.803.152.302.805.1949.8051.7052.7052.5054.1054.8054.2054.5055.7052.9053.7050.80#N/A#N/A4.63#N/A#N/A5.254.154.593.895.273.885.324.355.264.785.434.575.174.245.164.365.055.355.50#N/A5.639.096.6011.3523.753.1612.322.4612.9114.709.53#N/A2.851.9716.26-23.8217.89-22.600.369.67-7.032.40#N/A12.1610.415.965.9712.067.501.853.504.215.82#N/A-7.07-11.23-2.16-2.88-3.60-3.61-1.892.57-1.033.564.439.533.67就业通胀消费66.8%财政20.3%净出口-13.9%华泰期货综合其他
