Recent U.S. stock and U.S. Treasury market moves have been seriously shaken up by these two sets of data. On one side, private employment and services sector hiring indicators have collectively gone silent—companies would rather spend money on AI than hire more people. On the other, services business volumes and raw material costs are still surging like crazy.
This kind of consumer backdrop—hard-nosed demand, harder job hunting, and prices still climbing—has directly muddied the timing of rate cuts. In the past, people thought that if employment was weak, rate cuts were basically a sure thing. But now it seems that elevated costs simply don’t leave policymakers much room to flood the market with liquidity.
For friends who hold U.S. dollar assets or are watching gold, it’s easy to fall into a trap if you try to determine the direction by looking at only individual data points. This bizarre environment where strong demand coexists with hiring freeze is now redefining market trends. Have your assets been affected lately?
You understand the market, yet you die by leverage. Even analysis written word by word with blood and sweat can’t buy you a breather on the margin call line. If you’re a big shot passing by, please toss me a few bucks for a bowl of braised pork rice—give me the courage to keep going.
#美ADP7月私营就业逊预期
#美国ISM服务业指数升至54.1
$SQQQ $NVDA $PAXG
This kind of consumer backdrop—hard-nosed demand, harder job hunting, and prices still climbing—has directly muddied the timing of rate cuts. In the past, people thought that if employment was weak, rate cuts were basically a sure thing. But now it seems that elevated costs simply don’t leave policymakers much room to flood the market with liquidity.
For friends who hold U.S. dollar assets or are watching gold, it’s easy to fall into a trap if you try to determine the direction by looking at only individual data points. This bizarre environment where strong demand coexists with hiring freeze is now redefining market trends. Have your assets been affected lately?
You understand the market, yet you die by leverage. Even analysis written word by word with blood and sweat can’t buy you a breather on the margin call line. If you’re a big shot passing by, please toss me a few bucks for a bowl of braised pork rice—give me the courage to keep going.
#美ADP7月私营就业逊预期
#美国ISM服务业指数升至54.1
$SQQQ $NVDA $PAXG