链研社lianyanshe
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Wall Street's current mindset is quite contradictory, with the core logic being that bad news is good news.
Market signals:
Gold: Slightly up, indicating that people want to hedge against risks, but it's not yet at a panic level.
Oil: Down, suggesting that people lack confidence in future economic demand.
Bitcoin: Plummeting, as the most sensitive asset, it has first reacted to the risks of tightening liquidity.
Key focus on tonight's employment data at 21:30. Because if employment is weak, the probability of the Federal Reserve cutting interest rates next year will increase, which would be a major boon for the stock market; conversely, if the data is too good, rate cuts may be off the table, and the stock market might actually decline.
However, due to the previous long government shutdown, the statistics bureau's work was not completed, so the data may be inaccurate and subject to significant revisions later. Therefore, regardless of whether the data is good or bad, institutions are not daring to fully trust it, leading to everyone currently waiting and not willing to make heavy bets.
Market signals:
Gold: Slightly up, indicating that people want to hedge against risks, but it's not yet at a panic level.
Oil: Down, suggesting that people lack confidence in future economic demand.
Bitcoin: Plummeting, as the most sensitive asset, it has first reacted to the risks of tightening liquidity.
Key focus on tonight's employment data at 21:30. Because if employment is weak, the probability of the Federal Reserve cutting interest rates next year will increase, which would be a major boon for the stock market; conversely, if the data is too good, rate cuts may be off the table, and the stock market might actually decline.
However, due to the previous long government shutdown, the statistics bureau's work was not completed, so the data may be inaccurate and subject to significant revisions later. Therefore, regardless of whether the data is good or bad, institutions are not daring to fully trust it, leading to everyone currently waiting and not willing to make heavy bets.
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.