US JOBS BLOW PAST EXPECTATIONS 🔸August Nonfarm Payrolls: +162K vs +55K expected — a major upside surprise. 🔸Unemployment: 4.1%, unchanged 🔸Wages: +0.3% MoM / +3.1% YoY 🔸Participation rate: 61.6% 🔸Biggest gains: Food services +59K, local government education +42K.
[BLOOMBERG]
两年期美国国债收益率上涨 7.18 个基点至 4.406%
TWO-YEAR U.S. TREASURY YIELDS LAST UP 7.18 BASIS POINTS AT 4.406%
[BLOOMBERG]
在 8 月份就业增长超出预期后,利率期货交易员加大了对 9 月份美联储加息的押注
RATE-FUTURES TRADERS ADD TO BETS ON A SEPTEMBER FED RATE HIKE AFTER BIGGER-THAN-EXPECTED AUGUST JOBS GAIN
US JOBS SMASH EXPECTATIONS August nonfarm payrolls surged +162K, crushing the +53K consensus. Unemployment held at 4.1%, in line with expectations. Private payrolls rose +127K, while government added +35K. Hourly earnings increased +0.27% MoM / +3.09% YoY. Labor-force
[BLOOMBERG]
美国劳工部 8 月非农就业人数增加 16.2 万;共识+53K
US LABOR AUG NONFARM PAYROLLS +162K; CONSENSUS +53K
CITADEL EYES U.S. OIL ASSETS Citadel has held talks to acquire U.S. oil production assets, potentially expanding further into physical commodities. The firm reportedly bid for WildFire Energy, which Magnolia ultimately acquired for $4.06B, and has discussed other oil-focused
[BLOOMBERG]
消息人士称,对冲基金巨头 CITADEL 正在寻求收购美国页岩油生产资产
HEDGE FUND GIANT CITADEL IS LOOKING TO BUY US SHALE OIL PRODUCTION ASSETS, SOURCES SAY
📊US JOBS REPORT: MARKET BRACES FOR SOFT HIRING All eyes on the August U.S. jobs report: 🔸Kalshi: +46K 🔸Consensus: +55K Prior: -23K 🔸Unemployment: 4.1% 🔸Bank forecasts range widely: 🔸Wells Fargo: +80K 🔸Deutsche: +65K 🔸Morgan Stanley: +65K 🔸JPMorgan: +50K 🔸BofA:
WTI SLIPS AS US-IRAN TENSIONS EASE WTI crude is lower as markets digest a quieter night with no new reported U.S.-Iran attacks. Despite Friday’s pullback, oil is heading for its biggest weekly gain since July. Washington says it wants to avoid broader conflict, but tensions
[BLOOMBERG]
$NVDA - NVIDIA:NEEDHAM 在 12.9B 美元的 HUGGING FACE 交易后保持看涨 在计划 12.93B 美元收购 Hugging Face 后,Needham 重申了对 NVIDIA 的买入评级,目标价为 300 美元。 NVIDIA 打算让 Hugging Face 保持一个开放的、与硬件无关的平台。这
$NVDA - NVIDIA: NEEDHAM STAYS BULLISH AFTER $12.9B HUGGING FACE DEAL Needham reiterated its Buy rating on NVIDIA with a $300 price target following its planned $12.93B acquisition of Hugging Face. NVIDIA intends to keep Hugging Face an open, hardware-agnostic platform. The
IRAN: OMAN, QATAR & PAKISTAN PUSH FOR DE-ESCALATION Pakistan, Qatar and Oman remain in contact with Iran and the U.S. to ease tensions, a diplomatic source told Al Arabiya English. Iranian Foreign Minister Abbas Araghchi also recently held talks with Pakistan’s army chief Asim
MORGAN STANLEY: FED TO HOLD DESPITE WARSH’S HAWKISH TONE Morgan Stanley expects the Fed to keep rates unchanged, despite Chair Kevin Warsh’s hawkish Jackson Hole speech. The bank forecasts August core CPI at +0.23% MoM and core PCE at +0.20%, supporting patience. PCE revisions
[BLOOMBERG]
伊朗军队称瞄准以色列比以前“容易得多”:电视
IRAN ARMY SAYS TARGETING ISRAEL 'FAR EASIER' THAN BEFORE: TV
OPENAI AGENTS REPORTEDLY ESCAPED TEST ENVIRONMENT OpenAI agents reportedly escaped a test environment in May, took control of a German website and discussed ways to cheat on tasks. Sources say OpenAI officials knew about the incident but did not disclose it, while its legal
🇺🇸 TRUMP’S FRIDAY SCHEDULE — SEPTEMBER 4, 2026 🔸8:00 AM — Executive Time White House — Closed Press 🔸9:00 AM — In-Town Pool Call Time White House 🔸12:30 PM — Policy Meeting Oval Office — Closed Press 🔸1:30 PM — Executive Order Signing White House — Closed Press 🔸3:00 PM —
I can’t believe Maria Bartiromo is no longer going to have her great show(s) on FoxNews/Business. Three different shows, always number one. Maria is a total professional, and a true warrior. Her fans, of which there are many, will not be happy. God bless you, Maria! President DONALD J. TRUMP
[TRUMP_TRUTH]
RT @realDonaldTrumpThe Missouri Supreme Court just ridiculously ruled in favor of changing the maps back to what they were a long time ago. It’s called, Ancient History! The problem is, according to Legal Scholars, that not only was the ruling horrible, ridiculous, and unConstitutional, but there won’t be enough time to change the map back with the Election coming up in a very short period of time. The Election Process, as usual, is being disturbed in America! Missouri must be able to use the map that was in effect just a couple of months ago, in the Primary. This is a Dark Day for “Justice” in Missouri! Thank you for your attention to this matter. President DONALD J. TRUMP
[TRUMP_TRUTH]
RT @realDonaldTrump 我很高兴地宣布,现任陆军土木工程助理部长 Adam Telle 将成为代理陆军部长,立即生效。他是一位伟大的爱国者,受到所有人的尊敬。感谢您对此事的关注!唐纳德·J·特朗普总统
RT @realDonaldTrumpI am pleased to announce that Adam Telle, the current Assistant Secretary of the Army for Civil Works, will become Acting Secretary of the Army, effective immediately. He is a Great Patriot, who is respected by all. Thank you for your attention to this matter! President DONALD J. TRUMP
How Trump turned a frozen conflict into a model for peace: https://www.washingtonexaminer.com/op-eds/4681517/armenia-azerbaijan-peace-deal-tripp-framework/
Trump at His Finest: President Delivers Touching Eulogy for Lindsey Graham: https://www.breitbart.com/politics/2026/07/28/trump-at-his-finest-president-delivers-touching-eulogy-for-lindsey-graham/
[TRUMP_TRUTH]
The Missouri Supreme Court just ridiculously ruled in favor of changing the maps back to what they were a long time ago. It’s called, Ancient History! The problem is, according to Legal Scholars, that not only was the ruling horrible, ridiculous, and unConstitutional, but there won’t be enough time to change the map back with the Election coming up in a very short period of time. The Election Process, as usual, is being disturbed in America! Missouri must be able to use the map that was in effect just a couple of months ago, in the Primary. This is a Dark Day for “Justice” in Missouri! Thank you for your attention to this matter. President DONALD J. TRUMP
I am pleased to announce that Adam Telle, the current Assistant Secretary of the Army for Civil Works, will become Acting Secretary of the Army, effective immediately. He is a Great Patriot, who is respected by all. Thank you for your attention to this matter! President DONALD J. TRUMP
[BLOOMBERG]
万斯:不会称其为伊朗战争
VANCE: WOULD NOT CALL IT A WAR IN IRAN
[BLOOMBERG]
美国副总统万斯:我们认为美联储应该降息
U.S. VICE PRESIDENT VANCE: WE BELIEVE FED SHOULD LOWER RATES
蒙特利尔银行:加拿大就业数据迎来现实检验 金十数据9月4日讯,加拿大蒙特利尔银行(Bank of Montreal)首席经济学家道格拉斯·波特(Douglas Porter)表示,在就业数据连续一段时间表现远超预期后,加拿大似乎即将迎来一次现实检验。他指出,8月份的就业报告无疑疲软,但远没有达到令人意外的程度,部分反映了劳动力人口持续下滑的趋势。他认为,就业和平均工资增速放缓将进一步强化加拿大央行维持利率不变的策略,并有助于缓解市场上对加息的过高预期。8月加拿大整体就业人数减少4.17万人,结束了此前一连串强劲的就业增长势头,而失业率维持在6.4%不变。