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大山候鸟
大山候鸟
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美国劳工部9月5日公布数据显示,8月非农就业新增16.2万人,远超市场预期的5.6万人,约为预期值的2.9倍,同时扭转了7月2.3万人的净减少。私人部门新增12.7万人,亦大幅高于预期的4.5万人及7月的3.0万人。这是今年以来就业数据与预期偏差最为显著的一次,彻底推翻了就业持续降温的近期叙事。 薪资端,8月时薪同比增长3.1%,小幅高于预期的3.0%,但较7月的3.2%略有回落,薪资增速仍处于温和收缩区间。此前,ADP私营部门8月新增就业仅3.8万人,为今年1月以来最低,市场据此普遍预期非农数据疲弱;7月职位空缺回升至727万,裁员降至今年1月以来最低,为本次强劲非农提供了前置信号,但并未被充分定价。 非农数据的超预期反弹将显著强化美联储9月加息的讨论。据芝商所美联储观察工具,ADP数据公布后市场对9月加息25个基点的概率预期为62.2%;强于预期的就业报告出炉后,这一概率预计将进一步上升。#OKX预言家:9月FOMC利率决议预测上线
大山候鸟
大山候鸟
Bitcoin $BTC retreated to $79,900, Ethereum price broke through the $2,500 resistance level, and the ETH community is focused on 35 new products. After breaking the $2,500 resistance, $ETH Ethereum price faced another pullback, while news about 35 new products sparked discussion within the ETH community. Traders are watching the key level of $2,550. Market commentator Ted stated that if the weekly close is above $2,550, it will open the path toward the $3,000 target. Analyst Tanaka believes ETH may surpass BTC in this cycle because it is not only an asset holding but also offers staking rewards. Ethereum remains one of the main networks in the growth of stablecoins, tokenized government bonds, and real-world assets. Currently, about 34% of ETH supply is staked. ETF demand and institutional buying are seen as factors reducing market circulation. The Ethereum ecosystem launched 35 new products in August, covering finance, privacy, wallets, gaming, and network upgrades. #8月非农16.2万远超预期,加息押注升温 #BTC兑黄金比率升至1月以来高位,强势能否延续?
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