U.S. payrolls fell by 23,000 in July versus consensus for an 80,000 gain; June payrolls were revised down to a 20,000 increase. The unemployment rate unexpectedly dropped to 4.1% from 4.2%. The softer jobs print raises labour-market concerns and complicates Federal Reserve policy, forcing a trade-off between weakening employment and persistent inflation.

2026-08-07

U.S. payrolls fell by 23,000 in July versus consensus for an 80,000 gain; June payrolls were revised down to a 20,000 increase. The unemployment rate unexpectedly dropped to 4.1% from 4.2%. The softer jobs print raises labour-market concerns and complicates Federal Reserve policy, forcing a trade-off between weakening employment and persistent inflation.

其他消息
2026-08-07

國外 1. 惠譽:油價風險已轉向下行,2026年布油或跌至70美元。 2. 高盛質疑美元主導地位受威脅論,稱日元干預影響有限。 3. 機構Simplex Trading:FOMO情緒正推動標普500指數的看漲期權買盤。 國內 1. 中金:跨境電商景氣向上,頭部賣家或迎經營反轉。 2. 中信證券:剛果(金)出口禁令或推動銅價加速衝擊15000美元/噸以上。 3. 中信證券:港險短期存在負面影響,但不改長期需求增長趨勢。 4. 中信建投:交運板塊標的配置價值凸顯。 5. 中信證券:預計銅板塊將迎來估值和業績的共振上漲。 6. 華泰證券:下半年政策部署落地,聚焦“六張網”投資推進。 7. 中歐基金:經過近期調整,AI產業鏈中部分公司估值已處於相對低位區間。

2026-08-07

White House says Trump has determined a 15% ad valorem tariff is necessary on imports of polysilicon-derived products.