The latest #USNonFarmPayrollReport (released December 16, 2025) has hit the wires, and the signals are undeniably mixed.
This unique "double report"—combining October and November data due to earlier government disruptions—revealed a labour market that is cooling faster than many anticipated.
While November saw a modest beat with +64,000 jobs (vs. 50k expected), the real shocker was the massive downward revision for October, which showed a loss of 105,000 jobs.
Key Takeaways for Your Portfolio:
The Pivot is Real: The jump in unemployment to 4.6% puts immense pressure on the Fed to consider more aggressive rate cuts as we head into 2026.
DXY Under Pressure: The U.S. Dollar Index (DXY) is showing signs of exhaustion near the 98.20 level. A weaker dollar typically acts as a springboard for risk assets.
Market Resilience: Despite the "shaky" data, tech stocks and crypto staged a decent mid-session comeback, suggesting that investors are already hunting for the bottom.
Coins on the Radar:
Bitcoin $BTC : Hovering between $86,000 - $87,500. It remains the ultimate "hard money" hedge as labor data weakens and the Fed's dovish path becomes clearer.
Ethereum $ETH : Currently testing the $2,950 zone; a break above $3,000 could trigger a massive wave of DeFi-led liquidity.
Solana $SOL : Still the king of retail momentum. Watch for SOL to lead any "risk-on" recovery if the DXY continues its slide below key support.
Disclaimer: This post is for informational purposes only and does not constitute financial advice. Always DYOR (Do Your Own Research) before trading.
