摩根大通：没有非农数据，美联储也可以在10月放心降息

Core Viewpoint - The U.S. Bureau of Labor Statistics will not release the non-farm payroll report due to the government shutdown, but private sector indicators suggest a weak hiring environment, limited layoffs, moderate wage growth, and a cooling labor demand in September [1] Group 1 - Recent private sector indicators show weak hiring and limited layoffs in September, aligning with the low hiring and layoff trends observed before the government data suspension [1] - Wage growth remains moderate, indicating a stable but cautious labor market [1] - Michael Feroli, Chief U.S. Economist at JPMorgan, suggests that the Federal Reserve can confidently consider interest rate cuts later this month based on the current labor market conditions [1]