突发利空！暴跌超500点

Core Viewpoint - The article discusses the significant decline in U.S. stock markets attributed to disappointing non-farm payroll data and political events affecting labor statistics and the Federal Reserve's independence [3][5][10]. Group 1: Non-Farm Payroll Data - The U.S. Labor Department reported that non-farm payrolls increased by only 73,000 in July, significantly below the expected 104,000, with the unemployment rate rising slightly to 4.2% [5][12]. - Revisions to previous months' data showed a downward adjustment, with May's figures revised from 144,000 to just 19,000 and June's from 147,000 to 14,000, resulting in a total downward revision of 258,000 jobs [5][12]. - Experts indicate that the labor market is showing signs of gradual cooling, with hiring momentum weakening [5][6]. Group 2: Political Interference - President Trump ordered the dismissal of the Labor Statistics Bureau Director shortly after the non-farm report was released, claiming the data was manipulated for political purposes [8][9]. - The dismissal raised concerns about the integrity of labor data collection and the potential for political influence on economic statistics [8][9]. Group 3: Federal Reserve Changes - The resignation of Federal Reserve Governor Adriana Kugler, effective August 8, raises concerns about the Fed's independence and potential political pressure on monetary policy [10][11]. - The probability of a rate cut by the Federal Reserve in September surged to 75.5% following the weak non-farm data and the personnel changes within the Fed [12][13]. - Market analysts suggest that the current environment may lead to increased pressure on the Fed to lower interest rates, impacting overall economic conditions [10][12].