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三菱日联:9月非农报告必须非常疲软 才能削弱美元
Sou Hu Cai Jing·2025-11-20 12:53

Core Insights - The cancellation of the October non-farm payroll report by the U.S. Bureau of Labor Statistics has led to a decrease in investor confidence regarding a potential interest rate cut by the Federal Reserve in December [1] - The delay of the November non-farm report to December 16 means the Federal Reserve will only have the September report to base its decision on, creating uncertainty about the labor market conditions for October and November [1] - A significant drop in the September non-farm report would be necessary to encourage market participants to increase bets on a December rate cut, which could weaken the U.S. dollar [1]