美国就业数据恶化带来多重冲击

Group 1 - The U.S. Labor Department's non-farm payroll data for July showed a significant miss against market expectations, with only 73,000 jobs added compared to the expected 110,000, and the unemployment rate rising by 0.1 percentage points to 4.2% [1] - Revisions to previous months' job additions were substantial, with May and June's figures being downgraded from 144,000 and 147,000 to 19,000 and 14,000 respectively, indicating a cooling labor market [1] - Following the disappointing employment data, President Trump ordered the dismissal of the Labor Statistics Bureau chief, alleging manipulation of employment data for political purposes, raising concerns about the reliability of U.S. economic data [1] Group 2 - The Chicago Mercantile Exchange's FedWatch tool indicated that the probability of a 25 basis point rate cut by the Federal Reserve in September surged from 37.7% to nearly 90% after the employment data release [2] - Economists noted that the widening cracks in the labor market are increasing pressure on the Federal Reserve to consider rate cuts [2] - Atlanta Fed President Raphael Bostic stated that the employment data is a clear signal of a slowing job market, prompting a reassessment of the Fed's monetary policy stance [2]