任何令投资者怀疑数据被政治化的迹象，都将加剧对7月CPI数据采集过程的担忧。 这一次，统计被 7月非农刚公布没多久，美国劳工统计局的局长就被"炒鱿鱼"了。理由是：特朗普怀疑非农数据造假，6 月就业人数大幅修正，而且这两年非农数据几乎月月修正。 去年，非农下修人数高达80多万，说白了就是每个月多报了6万多人，6月非农从14.7万修正到1.4万，5 月非农从14.4万修正到1.9万，两个月下修25.8万人，离谱的妈妈给离谱开门离谱到家了。 ...

Group 1 - The U.S. labor market data has been significantly revised downwards, with a total of 258,000 jobs disappearing from the non-farm payrolls over two months, indicating a potential systemic issue with the accuracy of employment statistics [2][4] - The U.S. government has a history of releasing favorable employment data to boost market confidence, only to later revise these figures downward, which has raised concerns about the integrity of the data [4][6] - The recent employment data revisions have led to negative implications for President Trump's administration, as he faces pressure to address the weak job numbers and has called for the dismissal of key economic officials [4][6] Group 2 - The job growth reported in June, which showed an increase of 147,000 jobs, was misleading as the majority of new positions were in government, education, and healthcare, while retail and manufacturing sectors showed little to no growth [6][7] - The current economic situation in the U.S. presents a dilemma for monetary policy, where both raising and lowering interest rates could lead to significant risks for the economy [6] - In the context of U.S.-China trade negotiations, the U.S. appears anxious and is employing various strategies, while China maintains a stable and patient approach, suggesting a potential delay tactic from the Chinese side [7]

"这是让美国再次伟大的关键一步！"特朗普对着镜头扬起眉毛，"谁也别想再占我们的便宜，美国制造即将统治全球！"他的经济顾问纳瓦罗立刻接话："总 统先生不仅该拿诺贝尔和平奖，经济学奖也得给他留着！" 一、市场崩盘：特朗普的"灵丹妙药"变"穿肠毒药" 美股开盘即上演"自由落体"：道琼斯指数暴跌1.23%，纳斯达克重挫2.24%，标普500指数跌1.6%，4500多只股票集体"变绿"。科技巨头亚马逊单日市值蒸发 超1.2万亿元人民币，相当于跌没了一个宁德时代。美元指数闪崩0.8%，黄金价格飙涨2%，国际油价跳水3%——全球资本用真金白银投票：这哪是"救市良 方"，分明是"经济毒药"。 特朗普关税大棒刚落地，美股崩盘数据造假，美国经济要翻车？ 8月初，华盛顿的白宫椭圆形办公室内，特朗普正用他标志性的夸张手势在行政令上签字——这份被吹嘘为"重塑全球贸易秩序"的对等关税政策，将对中 国、欧盟等12个经济体征收10%至41%的关税，未列明国家统一适用10%，对通过第三地转运的商品更是开出40%的"天价罚单"。 可这出"胜利大戏"还没唱完24小时，华尔街就掀翻了剧本。 三、数据造假：解雇局长只为"改数字"？ "这些数据都是被操 ...