市场聚焦美国非农，亚太市场续创新高，美元连跌四日，黄金站稳5000美元大关

Economic Overview - The U.S. economic data shows weakness, increasing expectations for Federal Reserve rate cuts, which has driven Asian stock markets to historical highs [1][2] - The MSCI Asia-Pacific Index rose by 1% to a record high, further extending its lead over U.S. and European markets this year [1] - U.S. retail sales data for December unexpectedly stagnated, indicating reduced consumer support for the economy, reinforcing the likelihood of rate cuts later this year [1][2] Market Reactions - The U.S. dollar weakened against all G10 currencies, with the dollar index declining for the fourth consecutive day by 0.2% [1][6] - Asian markets are experiencing a strong performance, with major indices showing significant gains, such as the Australian S&P/ASX 200 rising by 1.7% [4][3] - Gold prices have stabilized above $5,000 per ounce, rising by 0.4% due to the weak retail sales data supporting the case for rate cuts [1][9] Employment Data Focus - The upcoming U.S. employment report is seen as critical, with economists expecting 65,000 new jobs in January, which would be the best performance in four months [1][2] - The unemployment rate is anticipated to remain at 4.4%, and the employment data will include annual revisions expected to show a downward adjustment in employment numbers through March 2025 [1][2] Commodity and Currency Movements - Gold prices have seen a recent increase, with spot gold rising to $5,044.53 per ounce, supported by declining U.S. Treasury yields [9][12] - Oil prices have also risen, with Brent crude increasing by 0.8% to $69.36 per barrel amid geopolitical tensions in the Middle East [13] - Bitcoin has seen a slight decline of 1.6%, trading at $67,531.27, despite increased accumulation by large holders [16]