Market analyst Ben Casselman says US unemployment has been at or below 4.5% for 59 consecutive months — nearly five years — the longest stretch since labor-market records began in the late 1940s.

2026-09-04

Market analyst Ben Casselman says US unemployment has been at or below 4.5% for 59 consecutive months — nearly five years — the longest stretch since labor-market records began in the late 1940s.

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2026-09-04

在8月非農公佈之前,9月議息會議曾經有一個兩難情形:非農低迷甚至負增長,CPI維持高位。通脹高企爲加息提供依據,但是在連續兩月低迷非農(尤其是連續負增長)的情況下加息將引發很大的爭議。 在市場和頂級投行都不看好的情況下,8月非農意外兩位數增長,爲9月加息排除了一道障礙。正如美聯儲理事沃勒昨天所說的“9月是否加息取決於8月CPI”,非農已經不干擾加息判斷了,9月的CPI數據幾乎等同於是否加息的決定票。

2026-09-04

Hong Kong open Sept 4 (Fri): HSI +302.43 pts (+1.20%) at 25,515.74; Hang Seng Tech +65.34 pts (+1.46%) at 4,533.82; Hang Seng China Enterprises Index (HSCEI) +96.04 pts (+1.15%) at 8,481.28; Red Chip Index +27.38 pts (+0.66%) at 4,204.84.