开盘：美股周三高开 市场关注最新经济数据

Economic Data Overview - The U.S. economy lost 105,000 jobs in October, with the unemployment rate rising to 4.6%, the highest level since September 2021 [3][9] - In November, 64,000 non-farm jobs were added, exceeding the Dow Jones survey's expectation of 45,000 [3][9] Market Reactions - Following the employment report, the S&P 500 index fell by 0.2% and the Dow Jones dropped by 0.6%, marking the third consecutive day of declines [10] - Concerns over oversupply led to a decline in WTI and ICE Brent crude oil prices, both dropping over 2.7%, with WTI reaching its lowest level since 2021 [10] Analyst Insights - Analysts express uncertainty regarding the impact of the employment report on future policy, with a focus shifting to the upcoming Consumer Price Index (CPI) data [5][12] - Kieran Williams from InTouch Capital Markets noted that the employment data is significantly distorted and may not serve as a reliable basis for decision-making [12] - Andrea Gabellone from KBC Global Services indicated that the employment data confirms previous interest rate path expectations rather than acting as a new catalyst for policy changes [12] Future Expectations - Traders anticipate that the Federal Reserve will implement two rate cuts totaling approximately 50 basis points by 2026, with the latest expected by September next year [12] - Thomas Mathews from Capital Economics suggested that if the upcoming CPI data meets expectations, the Fed is unlikely to feel pressure to cut rates in the near term [13]