X @Easy
Easy·2025-08-01 12:45
Market Expectations - The market is increasingly anticipating September rate cuts [1] - September rate cuts are looking like a foregone conclusion [1] Economic Data - Non-Farm Payroll data missed expectations [1] - Expected Non-Farm Payroll was between 77 thousand and 110 thousand [1] - Jobs data from the last report was adjusted down by 125 thousand jobs [1] Labor Market Assessment - The jobs market is not as strong as previously indicated [1]