올해 금리인하 하지않아도... 고용지표 , 경제지표 그냥저냥 버티기 잘 유지될것 같기도 하네요.

The U.S. Has No Economic Hit, China Follows Well

올해 금리인하 하지않아도... 고용지표 , 경제지표 그냥저냥 버티기 잘 유지될것 같기도 하네요.

I went on a trip to the western United States last week.
What I was most interested in was the inflation of the past three years and the sharp rise in interest rates
How much is the U.S. economy suffering?
How different would it be in real-world indicators..
The reality of consumption in the United States that I saw completely deviated from my thinking.

The American people were not feeling any pressure to spend.
In both traditional markets and marts, there was not much of a slowdown in consumption.

Why? Prices have gone up so much...
Wasn't the wage increase rate greater than the inflation rate?

So I looked at the data.
U.S. food and beverage service workers' wages rose as much as 31.2% in the first quarter of 2024 as of the fourth quarter of 2019.
The wages of accommodation and food service workers rose 23.1% during the same period.
During the same period, overall private services rose 25.6%.

It's a huge number indeed.
So... there was no impact on consumption even if prices went up.
We've been frozen for years now...

They printed all the money and caused inflation
Other countries are dying of inflation and high interest rates
The U.S. is spending money by raising wages.

I was envious of the status of the key currency
The United States, who is not a person, was also annoyed by other people's suffering.

U.S. interest rates this year are higher than the market's initial hopes
It's going to take place at a later time
The number of rate cuts is also likely to decrease.