Dados de emprego não agrícola "revertem" as expectativas de política do Federal Reserve? Analistas explicam os pontos-chave do mercado antes de 28 de janeiro

【比推】Market analyst Chris Anstey’s latest insights are worth noting. He believes that today’s non-farm payroll report is of great significance for the Federal Reserve’s decision-making—although the next interest rate decision will only be made on January 28th (by which time the Fed will have the complete data for December), the importance of this report cannot be overlooked.

The key point here: the data results are very likely to rewrite the market’s assessment of last week’s rate cut decision. The internal voting within the Federal Reserve last week was already clearly divided, with inconsistent attitudes.

If today’s employment data is weak, the previous rate cut move will seem prescient. Conversely, if the employment market shows steady growth, the stance of Fed officials advocating for maintaining high interest rates and pausing rate cuts will be significantly reinforced. In other words, the market’s expectations for the Fed’s policy direction over the next month could undergo a 180-degree reversal.