Group 1 - The core viewpoint of the article suggests that the potential for a significant interest rate cut by the Federal Reserve in September is increasing, with predictions of a possible 50 basis points reduction [1][6][24] - The article draws parallels between the current economic situation and past events, indicating that a similar scenario occurred in September 2024 when the Fed unexpectedly cut rates by 50 basis points, leading to a sharp decline in global markets [2][3][24] - The current economic indicators, particularly the weak non-farm payroll data, suggest a deteriorating job market, which may prompt the Fed to consider aggressive rate cuts [6][15][24] Group 2 - Recent employment data shows a rise in the unemployment rate to 4.2% and a significant drop in new job additions, with only 73,000 jobs created in July, far below expectations [16][18] - The downward revision of previous employment figures for May and June indicates a more severe economic slowdown, with a total downward adjustment of 258,000 jobs, the largest since June 2020 [18][20][23] - The political landscape is also shifting, with increasing support for rate cuts within the Federal Reserve, as evidenced by recent appointments and actions taken by the Trump administration [26][27]
注意了!美国,可能大降息!
Jin Rong Jie·2025-08-12 00:49