深夜，全线大涨！美联储降息，突变！

Group 1 - The U.S. non-farm payroll report for September was released after a one-month delay, showing data that exceeded market expectations, indicating reduced urgency for the Federal Reserve to cut interest rates [1][3] - The report revealed an increase of 119,000 non-farm jobs in September, significantly higher than the Dow Jones expectation of 50,000 [4] - The unemployment rate slightly rose to 4.4%, the highest level since October 2021, while average hourly wages increased by 0.2% month-over-month and 3.8% year-over-year [5] Group 2 - The labor market data release followed a record 44-day government shutdown, which prevented the collection and publication of labor statistics [5] - Initial jobless claims for the week ending November 15 were reported at 220,000, a decrease of 8,000 from the previous week, below the market consensus of 227,000 [6] Group 3 - The Federal Reserve's upcoming meetings in December will assess overall employment conditions, with the October and November employment reports to be released simultaneously on December 9 [7] - There is a strong division among Federal Reserve officials regarding the appropriateness of a rate cut in December, with some members supporting a cut while others prefer to maintain rates stable through 2025 [8][9] - Concerns about core inflation remaining high were noted, with some members indicating that tariffs are pushing up prices, counteracting declines in housing service prices [9][10]