Group 1 - The core viewpoint of the articles indicates that the market is anticipating a potential interest rate cut by the Federal Reserve, driven by recent economic data and comments from Treasury Secretary Scott Basset [1] - The latest economic data shows a moderate increase in U.S. inflation for July, which, combined with Basset's remarks, has strengthened expectations for a rate cut [1] - Market expectations for a rate cut have surged, with the probability of a 25 basis point cut in the September meeting reaching 99.9%, the highest in recent years [1] Group 2 - The dollar index faces strong resistance between the levels of 98.245 and 98.672, which could limit its upward movement [2] - The 98.245 level corresponds to the 23.6% Fibonacci retracement of the decline in August, while 98.672 is identified as this week's high [2] - If these resistance levels hold, the dollar index may continue to decline, with an initial target set at the July 24 low of 97.107 [2]

Core Insights - The increase in unemployment in Germany for July was significantly lower than expected, indicating a continued struggle in the labor market despite a long-standing labor shortage [1] - The total number of unemployed individuals reached 2.97 million, with only a 2,000 increase in July, compared to analysts' expectations of a 15,000 rise [1] - The labor market has been affected by economic contraction for two consecutive years, and a notable improvement is not anticipated until summer of the following year due to delayed effects of government spending plans [1] Labor Market Analysis - The unemployment rate is influenced by seasonal factors, particularly the onset of summer [1] - The German Federal Labor Agency's director noted that the impact of large-scale government spending on the job market is expected to take time to materialize [1] - Despite the current increase in unemployment being lower than forecasts, the labor market remains in a state of weakness, with the number of unemployed approaching the 3 million mark [1]