非农夜，恐成转折点！

Group 1 - Gold prices fell by 0.4% to close at $3545.63, with a low of $3511.44 during the session, but saw a slight increase in the European market, hovering around $3548 [1] - The U.S. stock market saw all three major indices rise, with the Dow Jones up 350.06 points (0.77%), the Nasdaq up 209.96 points (0.98%), and the S&P 500 up 53.82 points (0.83%) [1] - The ADP employment report for August showed an increase of 54,000 jobs, below the expected 65,000, indicating a slowdown in hiring activity and supporting the view of cooling labor market demand [1] Group 2 - Initial jobless claims in the U.S. rose to 237,000, exceeding expectations and increasing by 8,000 from the previous week, further confirming the trend of labor market slowdown [3] - Traders have increased bets on a Federal Reserve rate cut on September 17, with a 99.4% probability of a 25 basis point cut [3] Group 3 - The independence of the Federal Reserve is under scrutiny due to a criminal investigation into board member Lisa Cook, with warnings of unprecedented political interference from the Trump administration [4] - This interference could lead to rising inflation expectations, a depreciation of the dollar, and turmoil in global financial markets [4] Group 4 - President Trump signed an executive order to implement the U.S.-Japan trade agreement, which includes adjustments to tariffs and aims to prevent double taxation on certain imports from Japan [5] - Japan is committed to increasing its procurement of U.S. rice by 75% and purchasing $8 billion worth of U.S. agricultural products annually, including corn and soybeans [7] Group 5 - The upcoming non-farm payroll report is highly anticipated, with economists predicting an addition of 75,000 jobs and a slight increase in the unemployment rate from 4.2% to 4.3% [7] - Average hourly earnings are expected to remain flat month-over-month, with a year-over-year growth rate slowing from 3.9% to 3.7% [7] Group 6 - Historically, September is not a strong month for U.S. stocks, with a higher probability of declines compared to gains [8] - The Federal Reserve's upcoming meeting on September 17 could provide clarity on interest rate changes, which significantly impact stock market liquidity [8]