Powell leaned more dovish than expected. He said the 75 bps of easing since September puts policy in neutral and allows the Fed to wait for incoming data. He described the decision as a “close call,” citing gradual labor-market cooling.  Powell added that key data will arrive before January, AI’s effects are not yet visible in labor metrics, payroll gains may be overstated by around 60k (implying slightly negative job growth since April), the labor market carries downside risks, tariffs are driving most of the inflation overshoot, and T-bill purchases may remain elevated for months
A bullish 2026

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鲍威尔的立场比预期更为鸽派。他表示，自9月以来75个基点的宽松政策使货币政策处于中性状态，联准会可以等待即将到来的数据。他称这项决定“难以抉择”，并指出劳动市场正在逐步降温。鲍威尔补充说，关键数据将在1月前公布，人工智慧的影响尚未在劳动力市场指标中显现，非农就业成长可能被高估了约6万人（这意味著自4月以来就业成长略微为负），劳动力市场存在下行风险，关税是通膨超调的主要原因，国库券购买规模可能在未来几个月内保持高位。

2026年前景乐观

Polymarket 上一玩家 1 年交易 61,793 次，狂赚 10.6 万美元。

蚊子肉，滚出 10 万美元利润

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每日行情重点数据回顾和趋势分析，由PANews出品。
1.市场观察
今晚21:30美国劳工统计局将公布1月非农就业报告，并进行年度基准修正。市场预期1月新增就业岗位仅为7万，失业率维持在4.4%。然而，多名经济学家预测数据可能远低于预期，甚至接近零增长，同时年度修正或抹去超百万个就业岗位。市场押注美联储今年或降息两到三次，分析师指出若非农数据低于预期，美元将承压，黄金或迎来反攻契机。道...

交易时刻：非农数据公布在即，比特币挑战6万5支撑位，短期内市场或将维持震荡

身家千亿，出狱后客厅还在漏水。