2026年首份非农今夜揭晓!黄金能否迎“救世主”?
Jin Tou Wang·2026-01-09 09:40

Group 1 - The core viewpoint of the articles revolves around the anticipation of the U.S. non-farm payroll report and its potential impact on gold prices and Federal Reserve interest rate expectations [1][2][3][4] - The market expects the U.S. to add approximately 60,000 jobs in December, with average hourly earnings projected to increase by 0.3% month-on-month and the unemployment rate to slightly decrease to 4.5% [1][2] - Geopolitical uncertainties, including U.S. involvement in Venezuela and the ongoing Russia-Ukraine conflict, may provide support for gold prices despite a strong dollar [1][4] Group 2 - There is a significant divergence in market expectations for the December non-farm payroll numbers, ranging from 25,000 to 155,000, with a consensus around 55,000 to 73,000 jobs expected [2] - Goldman Sachs predicts a job growth of about 70,000, aligning with general expectations, and suggests that a result above 125,000 could delay the anticipated timing of the Fed's first rate cut [3] - The decline in job openings, as indicated by the JOLTS report, suggests a weakening labor demand, which may lead to a further slowdown in job growth in the coming months [3]