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高盛交易员:现在,一切取决于9月的非农

Group 1 - Federal Reserve Chairman Powell has paved the way for a rate cut in September, contingent on upcoming non-farm employment data [1][8] - Goldman Sachs highlights that if August non-farm employment growth is below 100,000, it will support the case for a rate cut [1][2] - Concerns about employment data revisions suggest a potential negative bias, with historical trends indicating that original employment data often gets revised downward [2][4] Group 2 - The labor market's performance will significantly influence the rate cut path, with a current window for potential further slowdown in employment data [3][4] - Goldman Sachs emphasizes the high level of market focus on August non-farm data, given the scale of previous data revisions [4][8] - The current economic scenario suggests that the rate cut cycle could conclude by mid-2026, coinciding with the next Federal Reserve Chair's term [5][6][8]