非农就业超预期打压降息预期 美经济强劲支撑风险情绪

Group 1 - The U.S. non-farm payrolls unexpectedly surged, impacting the U.S. bond market and leading traders to reduce bets on interest rate cuts by the Federal Reserve this year [1] - The two-year Treasury yield rose by 6 basis points to approximately 3.51%, indicating a significant reaction in the short-term bond market [1] - The current market expectations have shifted, with the next anticipated rate cut by the Federal Reserve now projected for July instead of the previously expected June [1] Group 2 - U.S. stock markets closed flat, while Asian stock index futures showed mixed trends, suggesting varied investor sentiment across regions [1] - Futures indicate that the Japanese stock market is expected to rise after its holiday, while the Australian benchmark index futures are showing a decline [1] - The strong U.S. economy is countering market desires for lower borrowing costs, which is supporting risk sentiment among investors [1] Group 3 - Analyst Bret Kenwell from eToro suggests that investors should welcome the U.S. employment report, as it provides the Federal Reserve with more room to maintain interest rates [1] - A stable labor market is viewed as constructive for both the economy and the markets, indicating potential positive implications for future economic conditions [1]