Today’s Focus:
1. Due to the expectation that Trump will impose tariffs on trade partners after taking office, the US dollar and gold have strengthened for three consecutive days.
2. Fed's Harker: On the path to rate cuts, but should pause to observe the situation.
3. Bank of England Deputy Governor: Supports rate cuts, but it's hard to know how fast the cuts will be.
4. Concerns over Trump’s tariffs have caused a disconnection between the US markets and silver and copper internationally.
5. UBS: The probability of a “bear market scenario” for US stocks due to tariff impacts is relatively low.
6. Ethereum is expected to disappoint in this bull market cycle, confirming a downward trend below key support in the early morning; even if there is a rebound, the upward space is not large.
7. Bank of America’s non-farm outlook: Employment population is close, which will support the Fed's inaction.
8. The focus of tonight's trading at 9:30 PM is the US non-farm report for December, with the market expecting an increase of 160,000 jobs in December, a decrease compared to November data. If actual data shows a continued cooling in the US labor market, it is likely to encourage the Fed to maintain a loose policy. At the same time, the unemployment rate for December will also be announced.
Youmi believes that the main focus today is on the information released at 9:30 PM tonight. Based on the information available, I personally lean towards a dovish stance, but specifics still need to be based on actual developments. Let’s look forward to it together! #美国非农数据即将公布 #市场调整策略