【UNFX 课堂】数据战争打响非农疲软 VS 通胀顽固鲍威尔如何抉择

Group 1 - The current global market is experiencing a rare "data war" with a significant cooling in the job market while inflation remains stubbornly high, creating a complex dilemma for the Federal Reserve Chairman Jerome Powell [1][2] - Recent economic data shows a notable divergence: non-farm employment has slowed significantly, with the unemployment rate rising to 4.1%, the highest since January 2022, while core CPI remains above 3.5%, far exceeding the Fed's 2% target [2] - Geopolitical tensions in the Middle East and Ukraine are escalating, adding further uncertainty to the global market and impacting supply chains for food and energy [3] Group 2 - Asset performance is becoming increasingly differentiated, with gold benefiting from safe-haven demand and interest rate cut expectations, surpassing $2400 per ounce, while the dollar's performance is mixed due to conflicting economic data [4] - Investment strategies suggest maintaining flexible positions to avoid overexposure in a contradictory data environment, increasing allocations to traditional safe-haven assets like gold and the dollar, and closely monitoring Federal Reserve signals for policy direction [5]