美国ADP就业数据强劲 或使美联储降息更谨慎10月四周增约5.7万岗位 远高于盈亏平衡点
Core Insights - The ADP employment data indicates a strong job growth in the U.S., with an average weekly increase of 14,250 jobs over the last four weeks, totaling approximately 57,000 jobs [1] - This job growth significantly exceeds the Dallas Fed's estimated breakeven point of 30,000 jobs per month, suggesting a robust labor market [1] - The strong ADP data may lead Federal Reserve Chairman Jerome Powell to adopt a more cautious stance regarding potential interest rate cuts in December, which could be perceived as a hawkish surprise affecting the market [1] - Federal Reserve's most dovish member, Waller, has previously supported rate cuts based on ADP data but emphasizes the need for caution [1]