事关降息，美联储最新发声！

Core Viewpoint - The U.S. stock market experienced a rebound on Friday, with the Dow Jones Industrial Average rising by 1.08%, although this was not enough to offset the significant declines earlier in the week, where the Nasdaq fell by 2.74%, the S&P 500 dropped by 1.95%, and the Dow decreased by 1.91% [2] Group 1: Federal Reserve Insights - New York Fed President Williams indicated that monetary policy remains slightly tight, suggesting there is room for further adjustments to the federal funds rate to align closer to neutral [2] - Several Federal Reserve officials have signaled an increased probability of a rate cut in December, with traders raising expectations to over 50% [4] - Fed Vice Chair Jefferson stated that the current AI-related stock surge is unlikely to mirror the late 1990s internet bubble collapse due to the maturity and profitability of AI companies [4] Group 2: Economic Data and Employment - The U.S. labor market showed unexpected strength in September, with non-farm payrolls increasing by 119,000, significantly above the market expectation of 50,000 [5] - The unemployment rate rose from 4.3% in August to 4.4% in September, marking the highest level since October 2021 [5] - Revisions to previous months' employment data showed a downward adjustment, with July's non-farm payrolls revised down by 7,000 to 72,000 and August's figures adjusted from 22,000 to -4,000, resulting in a total downward revision of 33,000 for July and August combined [5]