The key point on September 5th is indeed #非农就业数据 🔍
🙃🙃The market expects the unemployment rate to rise slightly to 4.3%, with an increase of 75,000 jobs. If the data meets or slightly exceeds expectations, it is highly likely to be a neutral preference. After all, a new Labor Secretary has just been appointed, and the possibility of the data being 'adjusted' is not small.
Overall, there is almost no suspense about the interest rate cut in September; the next question is whether it will be two or three times before the end of the year. Short-term fluctuations are inevitable, but the medium-term trend remains favorable for risk assets.🤔🤔
