Group 1 - The recent U.S. non-farm payroll data indicates a significant decline in the labor market, suggesting a broader weakening of the U.S. economy [1] - Despite the latest employment data, there is no intention to alter decisions at the upcoming FOMC monetary policy meeting, as the job market still appears to be in good shape [2] - There is no readiness to raise expectations for interest rate cuts before 2025, as the gap between inflation targets and employment targets remains significant [2]

奇瑞集团7月销售汽车22.44万辆，同比增长14.7% 金十数据8月1日讯，8月1日，奇瑞集团发布销量快报：7月份，集团销售汽车22.44万辆，同比增长 14.7%。其中，奇瑞汽车股份有限公司销售汽车21.01万辆，同比增长13%。集团销售新能源汽车65357 辆，同比增长44.1%；出口汽车11.91万辆，同比增长31.9%，保持中国汽车出口第一。 ...

Core Viewpoint - The Federal Reserve's Bostic emphasizes that inflation risks are significantly greater than employment risks [1] Group 1 - Bostic's comments suggest a prioritization of controlling inflation over concerns about job market stability [1] - The statement indicates a potential shift in monetary policy focus towards combating inflation [1] - Bostic's perspective aligns with broader Federal Reserve strategies aimed at stabilizing prices [1]

美联储博斯蒂克：不认为就业数据会改变本周的FOMC决策。 ...

美联储博斯蒂克：就业数据很重要，修正是更重要的。就业市场从强劲水平放缓。 ...

美联储博斯蒂克：我仍然没有听到企业表示他们即将裁员。 ...

安桥首席执行官：美国正在"极其迅速地"推进放松管制。加拿大放松管制的行动尚未发生。 ...

美联储博斯蒂克：本周通胀方面风险更大。 ...

Core Viewpoint - The Federal Reserve's Bostic emphasizes the need to determine hiring trends to better understand the labor market dynamics [1] Group 1 - Bostic highlights the importance of analyzing recruitment patterns to gauge economic conditions [1] - The focus on hiring trends is crucial for assessing inflationary pressures and overall economic growth [1]

Core Insights - The growth rate of electricity demand is outpacing GDP due to the development of data centers [1] Group 1 - The increase in electricity demand is primarily driven by the expansion of data centers [1]