Group 1 - The U.S. non-farm payrolls increased by 139,000 in May, which is higher than the market expectation of 130,000, but reflects a slowdown in job growth amid trade policy uncertainties [17] - The unemployment rate remained unchanged at 4.2% for the third consecutive month, indicating a potential delay in the Federal Reserve's interest rate cuts [17] - The U.S. economy needs to create approximately 100,000 jobs per month to keep pace with the growth of the working-age population, which may decline due to immigration policy changes [17] Group 2 - Financial markets expect the Federal Reserve to maintain the benchmark overnight interest rate in the range of 4.25% to 4.50% this month, with a possibility of resuming easing policies in September [17] - The job growth in May reflects businesses hoarding workers amid uncertainty over tariffs, which is hindering their ability to plan ahead [17] - The opposition from conservative Republicans and figures like Elon Musk to President Trump's tax and spending proposals adds another layer of uncertainty for businesses [17]