The first "non-farm payroll night" of 2025: Will the first data shock wave of the new year arrive?
① The U.S. Department of Labor will release the non-farm employment data for December tonight at 21:30 Beijing time. ② Against the backdrop of the U.S. 10-Year Treasury Notes Yield heading towards five, which serves as the 'anchor for global asset pricing,' the impact of tonight's data on the global market will undoubtedly be significant...
Gold has once again risen alongside the US dollar and US Treasury yields! Does this suggest something?
Is Gold shining with the glow of the "ultimate safe-haven asset"?
US Dollar Index Price Forecast: Sits Near Two-year Peak, Above 109.00 Ahead of US NFP
Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...
Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.
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The non-farm report is coming, and the market may face a huge shock! Be alert for this "major event" that may strike - analysis of Euro, British Pound, Japanese Yen, and Gold trade.
On Friday (January 10), during the early European session, the USD remained stable, currently around 109.25; spot Gold maintained its intraday rebound, currently around 2676 USD per ounce. On this trading day, investors will face the USA non-farm payroll report, which is expected to trigger significant market volatility. Investors need to be cautious of the risk of Japan intervening in the foreign exchange market after the non-farm release. The well-known financial news website Economies.com published a latest article on Friday, providing a forward-looking analysis of the recent trends of EUR/USD, GBP/USD, USD/JPY, and Gold.
Impending non-farm payrolls! The strong dollar is hard to shake, will the rise of Gold be hindered?
Non-farm payrolls may pose challenges for the Federal Reserve in further rate cuts. The potential for Gold to rise has increased, but a Call breakout has not yet been confirmed; how tonight's non-farm payrolls can create enough impact on the dollar...
The first non-farm payroll night of the New Year is here! Goldman Sachs "checks the pulse": the "sweet spot" is between an increase of 0.1 million and 0.125 million.
Goldman Sachs stated that the market may not like surprises, and strong data could exert upward pressure on USA Treasury yields.
The biggest obstacle to the Federal Reserve's interest rate cuts in 2025: inflation and Trump.
The anti-inflation process has stagnated, and meanwhile, under Republican control, several Congressional agendas will further increase inflation.
Be careful of a significant pullback in the U.S. stock market! Goldman Sachs sounds the alarm for 2025: three major risks loom.
Goldman Sachs warned on Thursday that U.S. stocks will face a series of risks in 2025, which increase the likelihood of a significant market correction at some point this year; The three main risks are: a sharp rise in U.S. stocks in 2024, overly high U.S. stock valuations, and high or increased market concentration risk within the investment portfolio.
Futu Morning Brief | Is there a signal to "pause interest rate cuts"? Federal Reserve officials speak out collectively; Elon Musk live streams at CES, discussing ambitious plans, Tesla's robots are set to expand production by a hundredfold.
HSBC expects the Hang Seng China Enterprises Index to rise by 21% this year and has raised its year-end target; Tencent has continuously reduced its shareholding in WEIMOB INC and UBTECH, cashing out 1.67 billion Hong Kong dollars, with WEIMOB INC responding.
Goldman Sachs strategists warn: The pricing of U.S. stocks is at a "perfect level" and is likely to experience a pullback.
Goldman Sachs' Chief Global Equity Strategist Peter Oppenheimer warned that as investors digest the uncertainty surrounding rising Bond yields, overvaluations, and further interest rate cuts, the current "perfect" earnings market environment may be difficult to sustain.
Tonight's non-farm payroll report is coming! Signals of a slowdown in employment growth have emerged, and the health status of the labor market will soon be revealed.
With the recent continuous rise in the US dollar and US Treasury bond yields, the market is highly focused on the upcoming US non-farm employment data for December, which will be announced at 20:30 Beijing time on Friday.
Quietly, the Federal Reserve has given more attention to this "new" inflation Indicators.
Including Federal Reserve Chairman Powell, senior officials of the Federal Reserve are increasingly focusing on a lesser-known inflation Index—the market-based version of the Personal Consumer Expenditure Price Index, which excludes a range of service industry data that its collectors cannot measure directly and must estimate. Currently, this Index is closer to the Federal Reserve's 2% inflation target, potentially indicating that the threshold for further interest rate cuts is lower than the market anticipates.
The outlook for Trump's policies is uncertain, the Federal Reserve is cautious, and this year the voting committee unanimously supports gradual interest rate cuts.
This year, the voting member and President of the Boston Federal Reserve, Collins, stated that the economic outlook is very uncertain, and requires a gradual and patient approach to interest rate cuts, expecting the number of cuts this year to be reduced to two from previous expectations; another voting member this year, President of the Kansas City Federal Reserve, Schmidt, stated that if economic data improves, it supports gradual rate cuts; the Federal Reserve is close to the neutral interest rate, nearly achieving the dual mandate of inflation and employment, and further balance sheet reduction is needed; the 2026 voting member, President of the Philadelphia Federal Reserve, Harker, stated support for further rate cuts this year, but the timing depends on the data, and action should be paused for now; the 2027 voting member, President of the Richmond Federal Reserve, Barkin, stated that it is the term premium, not inflation, that drives up long-term interest rates.
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