qinbafrank @qinbafrank · 03 Sep 2026
昨晚adp小非农不及预期、今晚初申失业金人数略高于预期，市场预期劳动力市场继续走弱，叠加沃勒表态倾向于9月按兵不动，市场情绪乐观。就是今天白天推文最后的部分聊到的：回到交易层面：如果非农不及预期劳动力继续走弱、自然提振信心带动反弹。不过关键还是下周五的8月cpi数据。 https://t.co/7AjzX8PKfm
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