市场反应剧烈！美国非农数据遭巨幅下修，重塑美联储9月降息预期

Group 1 - The July non-farm payroll report in the U.S. showed a significant slowdown in job growth, with only 73,000 jobs added, far below expectations [2] - The revisions for previous months were substantial, with May's job additions revised down from 144,000 to 19,000 and June's from 147,000 to 14,000, totaling a downward adjustment of 258,000 jobs [2] - The unemployment rate increased slightly from 4.1% in June to 4.2% in July, indicating a potential weakening in the labor market [2] Group 2 - The disappointing employment data has raised pressure on the Federal Reserve to reconsider its monetary policy stance, with markets adjusting expectations for a potential rate cut in September [3] - Analysts suggest that the labor market is in a "stalling" state, and the Fed may need to lower rates to address the current economic uncertainties [3] - Despite the weak report, some Federal Reserve officials maintain confidence in the current policy decisions, emphasizing that the disappointing data does not necessarily warrant an immediate rate cut [3]