美国1月非农就业数据超市场预期

Core Viewpoint - The U.S. labor market showed stronger-than-expected performance in January, with non-farm payrolls increasing by 130,000 and the unemployment rate dropping to 4.3%, impacting market expectations for Federal Reserve interest rate decisions [1]. Group 1: Employment Data - The U.S. added 130,000 non-farm jobs in January, significantly exceeding market expectations [1]. - The unemployment rate fell to 4.3%, indicating a tightening labor market [1]. Group 2: Federal Reserve Expectations - The CME FedWatch Tool indicates a 94.6% probability that the Federal Reserve will keep interest rates unchanged in March [1]. - Market expectations for future rate cuts have shifted from June to July following the strong employment data [1]. - Federal Reserve officials have signaled a cautious approach to further rate cuts, with a preference for patience in assessing economic conditions [1]. Group 3: Economic Commentary - Cleveland Fed President Loretta Mester expressed a preference for maintaining current rates while evaluating the impact of recent rate cuts [1]. - Kansas City Fed President Esther George emphasized the need to keep rates in a "slightly restrictive" range due to inflation remaining above target levels [1]. - Moody's Chief Economist Mark Zandi warned that despite the strong employment report, the job market remains fragile and susceptible to shocks [2].