随着市场预期周五将公布的美国非农就业数据将强化对美联储降息的押注，美元料将走软。围绕美联储独立性的不确定性，以及特朗普关税合法性的争议，进一步加剧美元走弱的理由。
美国股市有望从月末回调中反弹。美联储倾向鸽派立场，叠加经济韧性增长与强劲财报季，为股市再创新高铺平道路。在“金发姑娘”情景下——数据既证实就业市场稳健运行，又显现足够的裂痕以支撑美联储放松政策，同时还能避免引发全面衰退担忧——股市涨势应将强劲。除非就业报告实在糟糕，否则难以吓退逢低买盘。
长期债券在全球范围内承压，法国政局动荡及日本10年期与30年期国债招标加剧市场走势。日本财务省或正征询一级交易商对缩减发债规模的意见，但高企通胀与量化紧缩政策，使该方案前景渺茫。白宫与美联储持续的紧张关系，亦加剧市场不安情绪，令债券承压。
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