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cover of episode Investors Brace for Nonfarm Payrolls Data

Investors Brace for Nonfarm Payrolls Data

2025/1/10
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Schwab Market Update Audio

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Keith Lansford
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我分析了最新的非农就业数据,以及其他相关的经济指标,例如JOLTS和ISM数据。这些数据显示出经济的强劲,这与市场普遍预期的154,000个新增就业岗位有所不同。强劲的经济数据导致国债收益率上升至七个月高点,超过4.7%。然而,ADP私营部门就业数据低于预期,这在一定程度上缓解了市场担忧。美联储12月会议纪要显示,尽管经济状况良好,但政策制定者对新政府的政策变化以及潜在的通货膨胀影响表示担忧。这可能导致美联储放慢降息步伐。总体而言,市场对非农就业数据反应谨慎,防御性板块表现强劲,而科技板块则表现疲软。技术面来看,标普500指数可能在5870点附近获得支撑,但5950点附近可能形成阻力。

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Today's jobs report follows data hinting at economic strength. Consensus is 154,000, with yields likely to rise if that's exceeded by much. Fed minutes showed inflation concerns.

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