Tonight's real "decisive move" in non-farm payrolls: not the monthly data, but the annual benchmark revision
Market consensus has shifted from "will there be a rate cut" to whether employment data has been systematically exaggerated over the long term — this is the real deep water bomb tonight.
Expectations for key data (must see)
• New jobs: market consensus +70,000 (Goldman Sachs extreme view +45,000)
• Unemployment rate: expected 4.4%
• Annual benchmark revision: possibly downward by 911,000 (record)
Gold: follow the "rate cut expectations"
✅ meets expectations (+65,000 to +75,000)
Rise the
Ver original