Group 1 - The number of initial jobless claims in the U.S. increased by 22,000 to 231,000, exceeding market expectations of 212,000, indicating signs of a cooling labor market [2] - The JOLTS report revealed that job vacancies in December fell to 6.542 million, the lowest since September 2020, significantly below the expected 7.25 million [2] - Companies announced 108,435 layoffs in January 2026, marking a 118% increase year-over-year and the highest number since the 2009 recession [2] Group 2 - The 10-year U.S. Treasury yield dropped to below 4.20%, down 8 basis points from the previous day, and further decreased to 4.16% in early Asian trading [1] - The probability of a 25 basis point rate cut by the Federal Reserve by March increased by approximately 13 percentage points to 22.7%, with over a 50% chance of cumulative cuts by June [3] - Economic growth faces downside risks, suggesting that the Federal Reserve may implement more rate cuts than currently anticipated by the market [3]
初请失业金人数超预期推高降息概率 美债收益率下滑8个基点
Sou Hu Cai Jing·2026-02-06 00:53