Is the Federal Reserve's 'Rate Cut Dream' Stabilized? Retail Shock, Non-Farm Payroll Relay: Global Assets Enter a Momentous Shake! 小🔥奶🔥🐶🐾二周年生日快乐🍰小奶狗清瑜68868meme🐾直播
U.S. retail data unexpectedly showed 'zero', and this cold arrow caused the market to explode instantly. As a pillar of the economy, consumption suddenly stalled, directly shattering the Federal Reserve's hard-line stance.
Tonight, the Nasdaq is flat at a high level, gold and silver are crazily hedging, and $BTC is jumping around the $70,000 mark.
Three major pain points in the current situation:
Signal of Consumption Decline: Retail month-on-month at 0.0% far below expectations, indicating that high interest rates are draining the public's wallets. The U.S. dollar index (DXY) is forced to pull back, which was originally 'fuel' for gold and silver, but has become a 'warning bell' for U.S. stocks.
The Big Non-Farm Payroll as 'Judgment Day': The market is currently extremely anxious; if the upcoming non-farm data falls below 100,000, it will completely confirm the 'breakdown' of the labor market. At that time, the Federal Reserve's narrative will switch urgently from 'anti-inflation' to 'rescue the economy'.
Asset Logic Divergence: Gold has stabilized at the $5,000 mark, showcasing its safe-haven dominance; silver surged 7% in a single day, demonstrating resilience.
Meanwhile, Bitcoin and tech stocks are caught in a painful tug-of-war between 'rate cut benefits' and 'recession risks'.
The retail shock is just the appetizer; the non-farm payroll is the main event. The current market is not afraid of inflation, but is fearful of recession.
