金融博客零對衝：非農數據後美聯儲加息概率飆升至67%，回到傑克遜霍爾會議後的高點 。

歐洲正以歷史最低水平的天然氣庫存進入冬季。如果天氣比預期更加寒冷，歐洲將缺乏足夠的緩衝空間，而此時天然氣價格正在大幅上漲。歐洲天然氣基礎設施行業組織Gas Infrastructure Europe負責人Lucie Boost表示：“如果我們面臨複合型衝擊，情況將變得棘手。”根據Aggregated Gas Storage Inventory數據庫的數據，目前歐洲天然氣儲存設施的庫存率僅爲65.6%，遠低於正常秋季水平，也是該數據庫15年前開始記錄以來同期最低水平。過去兩個月，歐洲天然氣價格已上漲超過75%，本週更是觸及三年來最高水平。德國和荷蘭的儲氣運營集團表示，兩國都將無法達到各自的天然氣儲存目標，目標庫存率分別爲70%和80%。

BlackRock portfolio manager Jeff Rosenberg said U.S. August payrolls came in well above expectations, increasing the market importance of next Tuesday's CPI (Sept. 11) as Fed officials weigh a September rate hike. He said the strong jobs print confirms a firm labor market and refocuses pressure on inflation: whether inflation is rising or not falling fast enough will determine a September hike; if the Sept. 11 CPI shows continued improvement, he expects policymakers to keep rates unchanged.