非农强劲，美股7月大涨的逻辑这次真完了？

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非农强劲，美股7月大涨的逻辑这次真完了？

华尔街见闻2022-08-06

强劲的非农打乱了市场对美联储转鸽拐点将至的叙述，“衰退交易”逻辑面临风险，更有分析师喊出了，美股熊市反弹结束！昨日，美国劳工部公布的7月非农大超预期，新增就业总数和失业率均回到2020年2月欧美疫情爆发前的水平，新增就业52.8万人甚至较市场预期的25万翻倍。面对如此强劲的劳动力市场，暴力加息预期重燃，美联储9月加息75个基点的预期大幅提振。在激进的加息预期下，美股转头下跌，标普两连阴，纳指收跌...

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