BBMarkets：非农数据发布推迟，美元走强是巧合吗？

Group 1 - The core focus of the news is the strong performance of the US dollar, which saw a 0.5% increase in the spot index, marking its best single-day performance since September 25 [1] - The rebound in the dollar is primarily driven by market adjustments in expectations regarding the Federal Reserve's future policy direction, particularly due to changes in the release schedule of key US economic data [2][4] - The delay in the release of the November non-farm payroll report to December 16, along with the merging of October data into November, creates uncertainty for the Federal Reserve's policy-making process [3][5] Group 2 - Market participants now believe that the likelihood of an interest rate adjustment in December has significantly decreased, as there is insufficient data to justify such a move [5][8] - Analysts from major banks, including Bank of America and Wells Fargo, suggest that the probability of the Federal Reserve maintaining current interest rates has increased due to the lack of timely economic data [5][8] - The collective weakness of non-US currencies further highlights the strength of the dollar, with the British pound experiencing a notable decline of 0.7% and other currencies like the New Zealand dollar and Japanese yen also under pressure [9][10][11]