Group 1 - Trump is actively interviewing 11 candidates for the Federal Reserve Chair position, indicating a potential shift in monetary policy ahead of the current chair's term expiration [3] - Non-farm payroll data shows an increase of 22,000 jobs, with the unemployment rate rising to 4.3%, leading to mixed reactions in the market [3] - The probability of a 25 basis point rate cut in September is nearly 90%, with a 60% chance of a 50 basis point cut in October, boosting market sentiment [3] Group 2 - Companies like Intel are facing significant impacts from tariffs, leading to layoffs of 20,000 employees, while Colgate reports sales pressure due to rising costs [3] - Oil prices have dropped to their lowest since May, with Saudi Arabia considering increasing OPEC+ production, which may affect market dynamics [4] - The current market environment is volatile, with short-term rate cut expectations providing temporary support, but long-term economic slowdown risks remain a concern [4]
帮主郑重：隔夜三大关键信号！美联储主席终选落地，非农给降息铺路却曝经济隐忧，美企关税压力拉满
Sou Hu Cai Jing·2025-09-05 23:45