8月非农爆冷，降息近100%！债市风暴来袭，美股竟也慌了，黄金疯狂破纪录！巴菲特抄底房地产

Group 1 - The core point of the article highlights the extremely weak U.S. non-farm employment data for August, with only 22,000 jobs added and the unemployment rate rising to 4.3%, the highest in nearly four years [2][5][6] - Following the release of the non-farm data, the market significantly increased bets on the Federal Reserve's interest rate cuts, with a nearly 100% probability of a rate cut in September [3][4][6] - The weak employment data has raised concerns about a potential recession, leading to a volatile market reaction where major U.S. stock indices initially surged to record highs but ultimately closed lower [3][8][12] Group 2 - The article discusses the implications of the weak employment data on the Federal Reserve's monetary policy, indicating a high likelihood of multiple rate cuts by the end of the year [6][7] - It notes that the market's risk appetite shifted rapidly, with significant declines in major tech stocks like Nvidia and AMD, reflecting growing concerns about economic stability [14][12] - The article also mentions a warning from Nobel laureate Joseph Stiglitz regarding underestimating the U.S. fiscal crisis, suggesting that the market is not fully aware of the serious fiscal risks ahead [16] Group 3 - The article reports a strong reaction in the U.S. bond market, with a significant drop in both long-term and short-term Treasury yields following the employment data release [20][21] - It contrasts the surge in gold prices, which reached a historic high of $3,600 per ounce, with a sharp decline in oil prices, indicating a flight to safety among investors [25][26] - The article highlights Berkshire Hathaway's recent investments in U.S. homebuilders, interpreted as a strategic move in anticipation of a declining interest rate environment benefiting the housing market [28][29]