Group 1 - The U.S. labor market is expected to show a slight improvement with a forecast of 64,000 new jobs in January, up from the previous 50,000, but still at a low level [2] - The unemployment rate is anticipated to remain at 4.4%, indicating potential stagnation in the labor market [2] - Two events in January, including Trump's comments on Greenland and actions by the U.S. immigration authorities, may negatively impact employment data, leading to a potentially weak non-farm payroll report [2] Group 2 - The Australian economy is experiencing different dynamics, with core inflation rising from 2.8% in June 2025 to 3.3% in December, indicating inflationary pressures [3] - The unemployment rate in Australia has decreased from 4.4% to 4.1%, suggesting a stable job market [3] - The Reserve Bank of Australia is likely to raise interest rates by 25 basis points, making it the only major central bank tightening its policy amid differing economic conditions [3] Group 3 - The market will focus on two main themes: whether the U.S. labor market shows significant cooling and how major central banks respond to their respective economic realities [3] - Weak non-farm data could alter the Federal Reserve's policy trajectory, while the Reserve Bank of Australia's rate hike highlights policy divergence among economies [3] - Traders should prepare for market volatility as these economic indicators unfold [3]
万腾外汇:非农就业报告欧央行与英央行决议 澳洲联储或加息
Sou Hu Cai Jing·2026-02-03 03:50