As expectations for Federal Reserve interest rate hikes intensify, UBS Group releases a 'buy and sell list': buy stocks on dips, while gold and other assets correct.

The probability of a Federal Reserve rate hike in September has risen to approximately 60%. UBS Group has released an investment strategy recommending that investors buy stocks on dips amid market volatility, capitalize on opportunities arising from rising medium- to long-term bond yields, and establish hedging positions when gold prices pull back.

Golden10 DataSep 8 11:33

How much inflation is there in the U.S. August non-farm payrolls data?

Barclays believes that the August non-farm payrolls figure was overstated. The robust growth was partly driven by a technical rebound in the leisure and hospitality sector as well as local education, rather than reflecting a sustained improvement in labor demand. Adjustments to the birth-death model also contributed to statistical bias. The three-month average of private non-farm payrolls, at 75,000, offers a more reliable reference. Barclays maintains its baseline forecast of a 25-basis-point rate hike in September.

wallstreetcnSep 5 10:44

Non-farm payrolls unexpectedly surge, lifting the probability of a September rate hike to approximately 60%, triggering simultaneous repricing in U.S. equities and bonds.

U.S. nonfarm payrolls for August significantly exceeded expectations, further widening market分歧 over the Federal Reserve's policy direction in September.

wallstreetcnSep 5 10:15

Strong non-farm payrolls data fails to halt rally: Emerging market currencies extend gains for 10 consecutive weeks, marking the longest winning streak since 2007

The appreciation of the yen has weakened the U.S. dollar, while the decline in U.S. Treasury yields has triggered capital reallocation, jointly driving up emerging market assets. Although strong U.S. non-farm payrolls data on Friday briefly sparked market volatility, currencies such as the South African rand and the Mexican peso quickly recovered their losses. Analysts note that market focus has shifted to next week’s U.S. CPI data: if core inflation falls as expected, a pause in Federal Reserve rate hikes is virtually certain, potentially sustaining the bull run in emerging markets.

wallstreetcnSep 5 04:29

How does Wall Street view the August non-farm payrolls? Strong employment figures have not ended the suspense over a September rate hike; next week's CPI holds "decisive significance."

The U.S. non-farm payrolls report for August was surprisingly strong, prompting the market to reassess the likelihood of a Federal Reserve rate hike in September. However, Wall Street does not believe this resolves the policy uncertainty. According to analysts at multiple institutions, while the robust employment data has indeed strengthened the hand of the hawkish camp within the Fed, it is insufficient on its own to determine the outcome of the September monetary policy meeting. The CPI data scheduled for release next week remains the key factor likely to "set the direction." On Friday, the U.S. Bureau of Labor Statistics reported that non-farm payrolls increased by 162,000 in August, far exceeding the market expectation of 56,000. Additionally, job gains for the previous two months were revised upward by a combined 55,000, with July's figure being adjusted from a decrease of 23,000.

wallstreetcnSep 5 03:45

Express News | Trump: Employment data far exceeds expectations; the Federal Reserve "should cut interest rates"

U.S. President Trump posted: The newly released employment data is excellent, surpassing all expectations (except mine!). The increase was two to three times higher than expected, and you haven’t seen the full picture yet! U.S. employers added 162,000 jobs in August. Cut interest rates, because America’s creditworthiness is much stronger than it was not long ago! A strong nation means lower interest rates due to its superior credit profile... it’s that simple! We should have the lowest interest rates in the world, just like in the “good old days.” If these countries were not allowed by the United States to enjoy huge trade surpluses—a situation we can halt immediately—they should no longer be regarded as financial “elite” nations! Cut interest rates, or I will cease trade with countries that maintain trade surpluses with the United States. The U.S. Supreme Court has clearly affirmed in that absurd and costly tariff ruling that the “President” has the absolute authority to do so. This is better than tariffs! The Federal Reserve Board, under the leadership of this outstanding new chair, must act wisely, think differently, and be patriotic. High interest rates place the United States at a severely unfair disadvantage, and I will never allow this to happen!

BreakingsSep 4 21:45