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再有美联储高官放鸽!理事库克称就业数据预示经济"转折点",暗示近期或降息
Hua Er Jie Jian Wen·2025-08-06 20:20

Group 1 - The core viewpoint is that the July employment report is concerning and may indicate a turning point for the U.S. economy, as stated by Federal Reserve Governor Cook [1] - The U.S. labor market has sharply cooled in recent months, with only 73,000 jobs added in July, which is below expectations, and a downward revision of nearly 260,000 jobs in the previous two months [1] - The unemployment rate increased from 4.1% in June to 4.2% in July, reflecting the labor market's instability [1] Group 2 - Ongoing uncertainty is likened to a tax burden for businesses, with leaders spending significant time managing this uncertainty, as noted by Cook and supported by Boston Fed President Susan Collins [2] - Collins emphasized that uncertainty affects not only business investment but also pricing decisions, leading to a wait-and-see attitude among businesses, especially after experiencing high inflation [2] - Minneapolis Fed President Neel Kashkari indicated that the employment report and other signs of economic slowdown suggest that a rate cut may be appropriate in the "near term," with expectations of two rate cuts by the end of 2025 [2]