美7月非农前瞻:“爆冷”在即?小心降息预期大逆转!

英为财情
Jul 31, 2025

投资慧眼Insights - 只需要一次不及预期的非农数据,降息预期就会反转。 8月1日,美国将公布7月非农就业报告。 市场普遍预计,7月非农新增就业人口为11万,低于前值14.7万。失业率从4.1%升高至4.2%,平均时薪同比从从3.7%升至3.8%。 【图源:Tradingeconomics;美国非农就业新增人口和失业率】 此前,美联储维持利率不变,主席鲍威尔讲话未能提供9月降息的指引,发言偏...

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