以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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1 atoms · 跨 1 天 · 首见 2026-04-03 · 最近 2026-04-03

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标签: 好观点:1

2026-04-03 · 反驳 NFP 滞后论
I would counter to say that the jobs report is a pretty big deal. Certain members of the Fed keep jawboning 'dual sided risks' in the mandate, suggesting a precarious employment situation. In fact, employment numbers keep rising. Take a look at WIRP to see how confused the market is on this. Fed's SEP guided to a cut despite views that growth and inflation would come in higher. The qualitative element was via employment mechanism, but that tail has totally come in now.
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