Odaily星球日报讯 摩根大通表示，周五晚些时候将公布的美国非农就业数据必须恰到好处——既不太热，也不太冷——美国股市才能继续上涨。安德鲁·泰勒领导的交易部门表示，如果新增就业岗位低于 15 万个，股市就会走低，而如果新增就业岗位超过 23 万个，也会给股市带来压力，因为这将增加美联储不得不加息的押注。他们表示，在悲观情境下，“风险在于就业市场降温速度快于预期，这将拖累支出。”他们预测，低至 11 万的数字将使标普 500 指数下跌 1.5%，因为这表明围绕全球贸易的担忧正以比预期更快的速度影响美国经济。（金十）

Odaily星球日报讯 摩根大通表示，周五晚些时候将公布的美国非农就业数据必须恰到好处——既不太热，也不太冷——美国股市才能继续上涨。安德鲁·泰勒领导的交易部门表示，如果新增就业岗位低于 15 万个，股市就会走低，而如果新增就业岗位超过 23 万个，也会给股市带来压力，因为这将增加美联储不得不加息的押注。他们表示，在悲观情境下，“风险在于就业市场降温速度快于预期，这将拖累支出。”他们预测，低至 11 万的数字将使标普 500 指数下跌 1.5%，因为这表明围绕全球贸易的担忧正以比预期更快的速度影响美国经济。（金十）

小摩交易员：非农数据必须“恰到好处”，股市才不会下跌

Odaily reports that Morgan Chase said the U.S. non-farm payroll data to be released on Friday evening must be just right - not too hot and not too cold - for the U.S. stock market to continue to rise. Andrew Taylor, head of the trading department, said that if new jobs added are less than 150,000, the stock market will fall, and if new jobs added exceed 230,000, it will also put pressure on the stock market, as this will increase the bet that the Federal Reserve will have to raise interest rates. They said that in a pessimistic scenario, "the risk is that the cooling of the job market is faster than expected, which will drag down spending." They forecast that a figure as low as 110,000 will cause the S&P 500 index to fall 1.5%, as this indicates that concerns about global trade are affecting the U.S. economy at a faster pace than expected. (Gold Ten)

Odaily reports that Morgan Chase said the US non-farm payroll data to be released on Friday evening must be just right - not too hot, not too cold - for the US stock market to continue to rise. Andrew Taylor, head of the trading department, said that if new jobs added are less than 150,000, the stock market will fall, and if new jobs added exceed 230,000, it will also put pressure on the stock market, as this will increase the bet that the Fed will have to raise interest rates. They said that in a pessimistic scenario, "the risk is that the cooling of the job market is faster than expected, which will drag down spending." They forecast that a figure as low as 110,000 will cause the S&P 500 index to fall 1.5%, as this indicates that concerns about global trade are affecting the US economy at a faster pace than expected. (Gold Ten)

JPMorgan trader: Non-farm data must be "just right" for the stock market to not fall

Odaily Odaily reports that the US ADP employment figure for January was 183,000, a new high since October last year, compared to a market expectation of 150,000. Spot gold and the DXY US dollar index are currently seeing limited short-term fluctuations. (Gold Ten)

The number of "small non-farm payrolls" was slightly higher than expected, and the US dollar index DXY did not fluctuate much in the short term

Odaily reports that Piper Sandler economists wrote that non-farm employment is expected to grow strongly again on Friday, but it would not be surprising if the job market loses some momentum in the coming months. Their model predicts that the US economy added 208,000 jobs in January, higher than the widely expected 169,000. However, the January ADP data showed that small business hiring was lukewarm, "which is a concerning signal for overall employment," the economists said. Meanwhile, in the weekly unemployment claims data, the number of people continuing to claim unemployment benefits has risen, indicating that employment numbers will be more moderate in the coming months. (Jinshi)

Piper Sandler: Non-farm payrolls likely to grow strongly

The market is waiting for the US non-farm payroll data tonight to determine the future interest rate trend, and the US stock market is flat. The top 10 market cap cryptocurrencies mostly fell, with Bitcoin hovering around 96K. <ETH> has been relatively weak, with recent turmoil in Ethereum and the inflation issue of <ETH>, causing <ETH> to languish below 3,000.

Table of Contents
Toggle
- Market focuses on today's non-farm payroll data
- Bessent: 10-year Treasury yield will decline
- Top 10 market cap cryptocurrency performance

Market focuses on today's non-farm payroll data
Yesterday, the US announced...