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Olivia Rose
Olivia Rose
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ADP at 21:15 is the rehearsal for Friday's NFP — 69k expected vs 90k last time. A mild miss helps $BTC via rate-cut hopes; a big miss is the growth-scare version. Watching yields and Nasdaq after the print.
爱干饭的一米
爱干饭的一米
今晚21:15，美国10月ADP就业数据公布 市场预期新增6.9万人，前值9万人，意味着就业增长放缓已经在预期之内 今天纳指100盘前一度转跌，这份数据倒是值得关注： 市场可能已经不再简单地把就业疲软当成利好🤨 如果数据略低于预期，降息预期升温可能给纳指、$BTC 带来一些支撑 但如果就业出现明显恶化，市场担忧的可能就从利率转向经济增长了，风险资产反而容易承压 所以我今晚更关注数据公布后美债收益率和纳指的反应，尤其是利率下行时，科技股到底能不能涨起来 毕竟周五还有更重要的非农数据，今晚的ADP更像是一次预演 我的判断是，数据温和走弱可能有利于风险资产，但如果大幅不及预期，反而需要警惕市场进一步下跌 就业降温是好消息，但就业失速可就不一样了 #美国10月非农前瞻：就业增长或牵动12月加息预期
$BTC+0.23%
23:25 · 04/11/26·565 views·Posted on OKX Orbit

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