Core Viewpoint - The International Chamber of Commerce (ICC) has expressed concerns regarding the lack of clarity in the recent tariff announcements, specifically questioning whether the tariffs will be applied cumulatively [1] Group 1 - The ICC highlights that the ambiguity in the tariff announcements could lead to confusion among businesses and investors [1] - The organization emphasizes the need for clear communication from authorities to avoid potential disruptions in trade [1] - The ICC calls for a more transparent approach to tariff implementation to ensure that companies can make informed decisions [1]

Core Viewpoint - The latest tariff measures by the United States have failed to eliminate uncertainty for businesses [1] Group 1: Tariff Measures - The U.S. has implemented new tariff measures aimed at addressing trade imbalances [1] - Despite these measures, businesses continue to face significant uncertainty regarding future trade policies [1] Group 2: Business Impact - Companies report that the ongoing uncertainty is affecting their investment decisions and operational strategies [1] - The lack of clarity in trade regulations is leading to cautious approaches in business planning [1]

非农数据验证沃勒和鲍曼降息的理由：劳动力市场出现疲软迹象 金十数据8月1日讯，美国劳动力数据支持货币宽松的呼声，美国国债收益率和美元一同下跌。10年期国 债收益率为4.295%，2年期国债收益率为3.801%。7月份美国就业岗位仅增加7.3万个。失业率从4.1%小 幅升至4.2%。与此同时，此前的数据被大幅下调：5月份新增就业人数从14.4万下调至1.9万，6月份新 增就业人数从14.7万下调至1.4万。就业报告公布前，持不同意见的美联储理事沃勒和鲍曼表示，劳动力 市场出现疲软迹象。受就业数据影响而暴跌。 ...

Group 1 - The domestic futures market opened with more declines than gains, with coking coal dropping nearly 2% and both coking coal and alumina falling over 1% [1] - In terms of gains, Shanghai gold, tin, silver, and lead all increased by nearly 1% [1]

Core Viewpoint - The non-farm payroll report indicates a significant downward revision of previous data, suggesting a stagnation in the labor market, which may lead to a reconsideration of the Federal Reserve's decision to maintain interest rates [1] Group 1 - Brian Jacobsen, Chief Economist at Annex Wealth Management, suggests that if Federal Reserve Chairman Jerome Powell had anticipated the current non-farm data, he might have opposed the decision to keep rates unchanged [1] - The non-farm employment report shows a stark reality with no embellishments, highlighting the challenges in the labor market [1] - Historical patterns indicate that the Federal Reserve made a mistake last year by not lowering rates in July, which led to an urgent rate cut in the following month [1] Group 2 - There is a concern that the Federal Reserve may repeat past mistakes by failing to adjust rates in response to the current labor market conditions [1]

国内 商品期货夜盘开盘多数下跌，沪金涨近1%，沪银涨0.69%，沪锌跌0.54%，氧化铝跌1.34%，螺纹 跌0.22%，焦煤跌1.39%，焦炭跌近2%，玻璃跌0.18%， 原油跌0.09%。 ...

Core Insights - The U.S. labor market is showing signs of slowing down, with employers continuing to create jobs but reducing hiring, indicating that more companies are pausing expansion plans due to economic uncertainty [1] - Despite a strong labor market so far this year, the slowdown in job growth suggests deepening cracks in the employment market [1] - Economists warn that chaotic tariff policies, immigration restrictions, and federal government layoffs may further suppress economic growth [1] Labor Market Analysis - Employers are still generating employment opportunities, but the pace of hiring has decreased [1] - The labor market has remained robust throughout the year, but the recent trends indicate a potential weakening [1] Economic Implications - The reduction in hiring could be a response to broader economic uncertainties faced by businesses [1] - Potential factors contributing to economic growth suppression include tariff policies, immigration policies, and government employment cuts [1]

机构：私营部门教育和医疗岗位仍是美国就业增长重要来源 金十数据8月1日讯，机构分析指出，曾在新冠疫情期间遭受重创、恢复缓慢的私营部门教育和医疗岗 位，如今依然是就业增长的关键来源，甚至可以说是唯一来源。该类别在本月新增了7.9万个岗位，超 过了整体就业的净增数量。机构分析显示，医疗保健和社会救助部门的7月实际招聘——过去几年美国 就业增长的主要引擎，有所回升。如果没有医疗保健行业的招聘，过去三个月的就业增长情况是这样 的：5月减少5.3万人，6月减少4.5万人，7月减少300人。此外，美国联邦政府就业人数连续第六个月下 降，7月减少了1.2万人。不过，由于州政府和地方政府的就业岗位有所增加，整体"政府"部门的就业降 幅被控制在1万人。 ...

金十数据8月1日讯，从两年期到七年期的美债收益率均下跌了至少10个基点，市场嗅出了一个"降息动 作落后于形势"的美联储。AmeriVet Securities美国利率交易与策略主管Gregory Faranello表示："我们预 计美联储将在9月开始降息。"他补充说："令人有些惊讶的是，几天前美联储主席还在暗示劳动力市场 强劲，转眼间却就迎来了这样的就业数据。" 机构策略主管：市场认为美联储"降息动作落后于形势" 料9月将降息 ...

以色列外交部：以色列驻阿布扎比大使馆和驻迪拜领事馆的代表继续与当地当局合作。 ...