Group 1: Federal Reserve's Monetary Policy - The U.S. government shutdown has delayed the release of the September non-farm payroll report, raising concerns on the uncertainty of the Federal Reserve's monetary policy path [1][6][7] - As of October 4, the probability of the Federal Reserve maintaining interest rates in October is 5.4%, while the probability of a 25 basis point rate cut is 94.6% [1] - Federal Reserve Vice Chair Jefferson indicated that the dual challenges of a cooling labor market and rising inflation pressures complicate the monetary policy outlook [1][4] Group 2: Labor Market Insights - Jefferson noted a significant slowdown in both labor supply and demand, with an average monthly job increase of only 29,000 over the past three months, which could lead to upward pressure on the unemployment rate [4][5] - The estimated unemployment rate for September is projected to be 4.3%, reflecting a softening labor market [1][6] Group 3: Federal Reserve Independence - The U.S. Supreme Court denied President Trump's attempt to immediately remove Federal Reserve Governor Lisa Cook, allowing her to continue in her role [2][8][9] - This ruling is seen as a reinforcement of the Federal Reserve's independence, which is crucial for maintaining economic stability [9]
美联储突爆大消息!美国9月非农就业报告未能如期公布
Zheng Quan Shi Bao Wang·2025-10-04 00:53