Group 1 - The U.S. labor market shows signs of weakness, with non-farm payrolls adding only 73,000 jobs in August, significantly below the expected 110,000, marking the lowest figure since October of the previous year [1] - The Labor Department revised down the job numbers for May and June, reducing them by a total of 258,000 jobs, which contributed to an increase in the unemployment rate from 4.1% to 4.2% [1] - The federal government has been cutting jobs, with 12,000 positions eliminated in July alone, totaling 84,000 job cuts for the year [1] Group 2 - Analysts have noted that the current economic state is characterized by stagnation, with no hiring or layoffs occurring, described as "half-dead" [2] - The significant job cuts in federal agencies, including over 80,000 positions in the Department of Education, have contributed to the employment decline [4] - The cumulative downward revision of non-farm payroll data since 2023 has exceeded 1.7 million jobs, raising concerns about the accuracy of previous employment reports [4] Group 3 - Investor Jim Rogers has expressed extreme pessimism about the U.S. economy, warning of an impending "great crisis" due to the massive national debt [9] - Rogers draws parallels between the current U.S. situation and the historical debt crisis faced by the UK in 1976, emphasizing the importance of debt repayment [9] - He believes the prolonged bull market in U.S. stocks, which has lasted since 2009, is unsustainable and warns of a severe downturn when the market eventually corrects [9] Group 4 - Rogers has shifted his investment focus away from U.S. stocks, holding only stocks from China, which he views as a rapidly rising global power with significant potential, particularly in tourism [8][12] - He highlights the importance of China's Belt and Road Initiative, suggesting it will reshape global economic and political landscapes [8]
炸了!美国数据一出炉,特朗普坐立难安!美专家已发出严厉警告
Sou Hu Cai Jing·2025-08-04 04:57