据 Woofun AI 消息,劳工统计局公布 9 月就业数据引发市场剧烈震荡,当月仅新增 29,000 个就业岗位,这一惨淡表现直接触发避险资产重估。
周五美东时间上午 8:30,详细指标全面不及预期:失业率升至 4.2%(预期 4.1%),远超 8 月份 162,000 个的强劲表现;工资增长 3.0%(预期 3.1%),劳动参与率 61.8%(预期 61.6%);私营部门仅增 46,000 人(预期 81,000 人),周工时 34.4 小时(预期 34.3 小时)。
Woofun AI 整理数据显示,各个主要行业招聘几乎停滞,与预期 90,000 个的差距凸显经济疲软。
资产价格应声飙升,TradingView 记录黄金从 4,178 美元涨至 4,227 美元,BTC 从 86,450 美元冲高至 87,230 美元,最新报 86,767 美元,单日涨幅 3.48%,系本周第二次大涨(周三通胀降至 3.4% 时亦曾上涨)。CoinGlass 监测到 3251 万美元总清算,其中 2753 万美元为空头损失,BTC 相关清算达 2050 万美元。
宏观层面,美联储 9 月份加息且摩根大通(JPM.US)预计 12 月继续加息,10 年期美国财政部债券收益率创 24 年来新高。然而,就业市场的显著滞缓削弱了加息压制,迫使市场重新定价风险,这是继通胀降温后,衰退预期对加密资产的又一次强力驱动。
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