7月份非农就业新增人数远低于预期，且前两个月的就业增长数据被大幅下调，失业率也有所上升。库 克指出，企业面临的持续不确定性如同税收负担，影响商业领袖的时间和资源。波士顿联储主席Collins 认同"不确定性税收"的问题，并表示不确定性影响商业投资和企业的定价决策。明尼阿波利斯联储主席 Kashkari认为，就业报告和其他经济放缓迹象表明，近期降息可能是合适的，并预计2025年底前将有两 次降息。 美联储理事库克称，7月份的就业报告"令人担忧"，并可能预示美国经济的转折点。 ...

Group 1 - The core viewpoint is that the July employment report is concerning and may indicate a turning point for the U.S. economy, as stated by Federal Reserve Governor Cook [1] - The U.S. labor market has sharply cooled in recent months, with only 73,000 jobs added in July, which is below expectations, and a downward revision of nearly 260,000 jobs in the previous two months [1] - The unemployment rate increased from 4.1% in June to 4.2% in July, reflecting the labor market's instability [1] Group 2 - Ongoing uncertainty is likened to a tax burden for businesses, with leaders spending significant time managing this uncertainty, as noted by Cook and supported by Boston Fed President Susan Collins [2] - Collins emphasized that uncertainty affects not only business investment but also pricing decisions, leading to a wait-and-see attitude among businesses, especially after experiencing high inflation [2] - Minneapolis Fed President Neel Kashkari indicated that the employment report and other signs of economic slowdown suggest that a rate cut may be appropriate in the "near term," with expectations of two rate cuts by the end of 2025 [2]