【真灼港股名家】“非农+CPI”重磅数据冲击，美元、美股背道而驰

Group 1 - The January non-farm payroll report has been postponed to February 11, with the consumer price index (CPI) report also delayed to February 13, due to data collection interruptions caused by the recent government shutdown [2][3] - The market expects an increase of approximately 60,000 jobs in January, slightly above December's increase of 50,000, while the unemployment rate is anticipated to remain at 4.4% [2] - The ADP report indicated that only 22,000 jobs were added in January, significantly below the expected 45,000, suggesting a stagnation in the labor market characterized by low hiring and low layoffs [2] Group 2 - The January CPI is expected to remain at an annual rate of 2.7%, unchanged from December [3] - Concerns about inflation persist due to uncertainties in tariff policies and persistent inflation in the service sector, despite the Federal Reserve's recent statements [3] - Mary Daly, President of the San Francisco Federal Reserve Bank, advocates for one to two rate cuts to address the weakening labor market, highlighting the challenges faced by workers due to high prices and limited job opportunities [3]