Group 1 - The U.S. non-farm payrolls increased by 147,000 in June, significantly exceeding the market expectation of 110,000, indicating a stable labor market overall [1][2] - The unemployment rate remained steady at 4.1%, with long-term unemployment rising by 190,000 to 1.6 million, representing 23.3% of the total unemployed population, highlighting challenges for certain labor groups [2] - Job growth was primarily driven by state government and healthcare sectors, with state and local government jobs adding 73,000 positions, while the federal government cut 7,000 jobs in June [1][2] Group 2 - Market expectations for a Federal Reserve rate cut in July have significantly decreased, with the probability of a 25 basis point cut dropping from 18.6% to 4.7% following the strong employment data [2] - Analysts suggest that the Federal Reserve's decision on rate cuts remains uncertain, with a potential shift towards a more cautious approach in hiring observed in the private sector [2][3] - The focus may shift to U.S. inflation data, particularly the Consumer Price Index (CPI) set to be released on July 15, as the labor market remains stable [3]
美国6月份非农就业新增14.7万人超市场预期 市场对美联储7月份降息预期骤然“降温”
Zheng Quan Ri Bao Wang·2025-07-04 12:03