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cover of episode PALvatar Market Recap - February 7, 2025: U.S. Jobs Report Hits, Amazon Misses & Germany Stumbles Again

PALvatar Market Recap - February 7, 2025: U.S. Jobs Report Hits, Amazon Misses & Germany Stumbles Again

2025/2/8
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Real Vision: Finance & Investing

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Palvatar: 今天是美国就业数据发布的重要日子,市场普遍预期1月份新增非农就业岗位约为17万个,失业率预计维持在4.1%。这份数据将对市场情绪以及美联储的利率政策产生重大影响,因此我预计金融市场可能会出现大幅波动。此外,亚马逊的财报表现令人失望,和其他科技巨头如微软和Alphabet一样,未能达到市场预期。欧洲方面,德国的工业生产数据再次传来坏消息,12月份工业生产环比下降2.4%,是自去年7月以来最大的降幅,主要原因是汽车行业的产量减少。不过,法国的贸易逆差有所收窄,出口大幅增长,进口略有下降,这是自2020年11月以来的最小贸易逆差。中国方面,外汇储备略有增加,但人民币兑美元等主要货币出现小幅贬值。当然,中国仍然面临着与美国前总统特朗普政府时期实施的关税相关的地缘政治紧张局势。

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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe.

Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar.

Markets Brace for U.S. Jobs Report & Fed Rate Implications

It’s Nonfarm Payrolls day—investors are watching closely as 170K new jobs are expected for January, down from December’s 256K. With unemployment forecasted at 4.1%, today’s data could set the tone for Fed policy and market sentiment going forward. Expect big moves.

📉 Meanwhile, Amazon disappoints on earnings, joining Microsoft & Alphabet in a rough reporting season for tech giants.

🇩🇪 Germany’s industrial production plunges 2.4% MoM—the sharpest drop since July, reversing yesterday’s optimism.

🇫🇷 France’s trade deficit shrinks to its lowest level since 2020, thanks to rising exports.

🇨🇳 China’s forex reserves rise, but the yuan weakens as geopolitical tensions remain.

That’s a wrap for the week—have a great weekend & see you Monday! 🎧

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