“坏消息就是坏消息”，美国就业数据打破华尔街对经济乐观的幻象

Group 1 - The confidence in the U.S. economy supporting the market is wavering due to weak employment growth data and new tariffs imposed by President Trump [1][2] - The U.S. non-farm payrolls increased by only 73,000 in July, significantly below the economists' forecast of 100,000, with prior months' data being revised downwards [1] - The new tariffs have raised the average tax rate on U.S. imports to 15%, the highest level since the 1930s, contributing to increased market volatility [3] Group 2 - The weak employment data has led to a significant increase in traders' bets on Federal Reserve rate cuts, rising from 40% to 91% [2] - The Cboe Volatility Index (VIX) has surged above 20, indicating heightened market volatility for the first time since early April [3] - The combination of weak employment data and tariff uncertainty presents new challenges for the market, reminding investors of potential risks ahead [4]