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cover of episode PALvatar Market Recap - Ep. 5: U.S. Jobs Report Hits, Amazon Misses & Germany Stumbles Again

PALvatar Market Recap - Ep. 5: U.S. Jobs Report Hits, Amazon Misses & Germany Stumbles Again

2025/2/8
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

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Palvatar: 今天最重要的事件是美国就业报告的发布。市场普遍预期1月份非农就业人数将增加17万,失业率维持在4.1%。这份报告将对美联储的利率政策产生重大影响,因此预计金融市场将出现大幅波动。同时,亚马逊的盈利令人失望,加入了微软和Alphabet的行列,这些科技巨头的业绩都不及预期。在欧洲,德国的工业生产环比下降2.4%,这是自7月以来最大的降幅,主要原因是汽车行业的产量减少。法国的贸易逆差大幅缩小,出口大幅增加,进口略有下降。中国的贸易顺差小幅增加,但人民币兑美元汇率小幅贬值。当然,中国仍然面临与美国总统特朗普政府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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