美国非农数"爆雷"!40万亿国债利息压垮经济 全球14万亿资金要变天?

Core Insights - The recent revision of the U.S. non-farm payroll data, which erased 910,000 jobs, indicates potential manipulation, suggesting that half of the 1.8 million jobs added last year may have been fabricated [2][4] - Employment and the Consumer Price Index (CPI) are identified as the two most critical indicators of the U.S. economy, with the recent data revision raising concerns about a possible recession [4][11] - Historical patterns show that the U.S. often engages in global interventions during economic downturns, with past examples including military actions and financial crises [5][7] Economic Indicators - The non-farm payroll data is crucial as it reflects the ability of Americans to consume, which is foundational to the U.S. economy [4] - The recent downward revision of employment data suggests a significant deterioration in economic conditions, potentially leading to a recession [2][4] Federal Reserve Actions - The upcoming Federal Reserve meeting on September 17 is anticipated to result in interest rate cuts, a common response to signs of recession [4][8] - The U.S. Treasury Secretary's call for the Fed to include long-term interest rates in its responsibilities indicates a shift towards Yield Curve Control (YCC) to manage national debt interest payments [8][10] Global Implications - The potential for the U.S. to print an additional $4 trillion to purchase government bonds could lead to a significant increase in global liquidity, impacting international markets [8][10] - The relationship between U.S. economic policies and Japan's financial strategies is highlighted, suggesting that Japan may be pressured to buy U.S. debt following recent agreements [10] Market Reactions - The revision of employment data and anticipated Fed actions have contributed to a surge in international gold prices, reflecting investor concerns over U.S. economic stability [8][10] - The potential for a "stagflation" scenario in the U.S. could open up opportunities for other markets, particularly in real estate and monetary policy adjustments in China [11][13]