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灯塔说
灯塔说
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#9月非农今晚公布,加息预期成焦点 周三的PCE数据出来后,10月份的加息预期从66%降到当前的27.7%了 今晚的非农数据公布会重新定向 但从昨晚的BTC到今天的上涨来看 市场似乎在提前反应今晚的非农数据可能在预期范围内 不会出现强劲的数据或者偏冷的数值 只要就业数据不出现强劲的反弹 加息预期概率不会有大幅上升 所以,今晚的如果公布就业在范围内,第一时间去看时薪是否同步低于预期 如果高于预期,那就不要过分看涨。#
灯塔说
灯塔说
#9月非农今晚公布,加息预期成焦点 Tonight's nonfarm payrolls are released, with the market expecting an increase of 90,000 jobs. I expect the announced figure to focus on 80,000–100,000. Reuters survey expects 90,000, Dow Jones survey 84,000, and this week's ADP also 90,000. Compared to last month's 162,000, I lean towards a cooling in employment, but not to the point of a sharp slowdown. However, a decline does not equal a positive signal; the market was already anticipating a decline. To add fuel to the rebound of BTC and ETH, if expectations are met, we still need to watch wages: if hourly wages month-over-month drop to 0.2% and the unemployment rate remains steady at 4.1%, I would take a bullish view on this combination. Therefore, if the employment numbers meet expectations, wages might be the key to tonight's surprise.

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