美国非农就业大幅低于预期，9月降息50个基点概率大

Group 1 - The U.S. added only 22,000 non-farm jobs in August, significantly below the expected 75,000, with an unemployment rate of 4.3%, the highest in nearly four years [2] - The average monthly job growth over the past three months is only 29,000, marking the weakest period since the pandemic, with non-farm employment below 100,000 for four consecutive months [2][3] - The job growth in August was primarily driven by the healthcare sector, which added 31,000 jobs, while manufacturing jobs decreased by 12,000 [3] Group 2 - Former President Trump has been pressuring the Federal Reserve to lower interest rates, claiming that high borrowing costs are unnecessarily suppressing the economy [4] - Fed Chair Powell indicated a shift towards easing monetary policy, acknowledging a "peculiar balance" in the labor market due to significant slowdowns in both labor supply and demand [4] - The upcoming Federal Reserve meeting in September is expected to consider a rate cut of either 25 or 50 basis points, with market expectations leaning towards a larger cut [4][5]