#美国就业数据表现强劲超出预期 Market Briefing on December 18: How Federal Reserve Data Is Stirring the Market

The US November seasonally adjusted CPI year-over-year rate was announced at 2.7%, breaking the market expectation of a 3.1% upper limit. Compared to the level in March last year, this is a rare low in recent years. As soon as the signals of slowing inflation emerged, the market reacted swiftly— the probability of a rate cut in January 2026 jumped from 26.6% to 28.8%, prompting investors to reassess future liquidity patterns.

There are also new developments in the employment market. The previous weekly unemployment claims were 237,000, with the market expecting 225,000. The actual figure was 224,000—roughly in line with expectations, indicating that the resilience of the labor market remains intact.

Macro data is usually an important reference for cryptocurrency asset pricing. The combination of weakening inflation and stable employment often opens up room for risk assets. To catch daily market updates and data analysis, remember to stay tuned for subsequent updates.