贝莱德投资组合经理Jeffrey Rosenberg：美国非农就业报告说明，美联储理事沃勒一派的观点可能正在占上风，或说服更多人支持降息。他们可能错过了7月的机会，但这大大提升了9月降息的可能性。这也是为什么我们看到收益率曲线前端大幅走低的原因。（彭博电视）

Core Viewpoint - The U.S. non-farm payroll report indicates that the views of Federal Reserve Governor Waller's faction may be gaining traction, potentially persuading more individuals to support interest rate cuts [1] Group 1 - The missed opportunity for a rate cut in July has significantly increased the likelihood of a cut in September [1] - The substantial decline in the front end of the yield curve is attributed to these developments [1]