美股重返历史高位之际6月非农重磅来袭！就业市场牵动美联储政策走向

Group 1 - The S&P 500 index has returned to a historical high for the first time since February, driven by optimism regarding potential interest rate cuts by the Federal Reserve and reduced concerns over tariffs [1][7] - The S&P 500 index rose by 3.5% last week, while the Nasdaq Composite index increased by over 4.1%, both closing at record highs [1] - The upcoming U.S. non-farm payroll report for June is a key focus for the market, with expectations of a job increase of 116,000, down from 139,000 in May, and an anticipated rise in the unemployment rate from 4.2% to 4.3% [5] Group 2 - Market optimism regarding a potential interest rate cut by the Federal Reserve has increased, with the probability of a cut at the July meeting rising to 18.6% from 14.5% the previous week, and a significant increase to 93% for a cut by the end of September [2] - Federal Reserve officials have indicated a possible rate cut, with comments suggesting a focus on the risks to employment targets due to softening demand and labor market signs [2] - The chief economist at Wells Fargo anticipates a rate cut in September, citing expected further weakening in demand and a slowdown in the labor market [2] Group 3 - The S&P 500 index has increased over 23% since its low on April 8, reflecting a shift in market sentiment as fears over tariffs have diminished [7] - Economic expectations and corporate earnings forecasts have been revised upward, leading to increased optimism among Wall Street strategists [7] - Investors are actively seeking buying opportunities during market pullbacks, indicating a prevailing bullish sentiment [7]