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Cat Tom
2025-08-03 20:20:07 +08:00
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第一愚蠢的事情是我竟然又相信了美国ADP就业数据，相信它的大幅好于预期会预示着美国就业市场的回暖，而且期待周五晚上公布的非农就业数据也会大幅好于预期。
第二愚蠢的事情是我居然相信是ADP就业数据 (1) 促使FOMC (2) 做出了不降息决策。
{ .annotate }
1. __又称“小非农”，是美国自动数据处理公司ADP统计的、衡量美国私营部门非农就业人数变化的月度指标，数据采集自约50万家匿名美国企业，是美国就业情况的反映。__