非农数据“爆冷” 美联储9月降息几成定局？

Group 1 - The recent weak employment report has raised concerns about the U.S. labor market, leading to speculation about potential interest rate cuts by the Federal Reserve in September [1][2] - The labor market's deterioration may suppress consumer spending, impacting overall economic growth, which increases the urgency for the Federal Reserve to adjust its monetary policy [1] - Market expectations for a rate cut in September have surged, with probabilities rising from below 40% to nearly 90%, reflecting a shift in sentiment regarding the economic outlook [4] Group 2 - Analysts are divided on the potential magnitude of the rate cut, with some suggesting a cautious 25 basis points reduction, while others advocate for a more aggressive 50 basis points cut to boost economic confidence [4] - The release of the non-farm payroll data has caused volatility in global financial markets, with U.S. stock indices declining and U.S. Treasury yields falling significantly [5] - The Federal Reserve's monetary policy adjustments will not only impact the U.S. economy but also influence global financial markets and the monetary policies of other central banks [5]