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According to Jinshi reports, Morgan Stanley strategists pointed out in a report that if inflation data comes in below expectations after a strong non-farm payroll report, it often triggers the largest decline in the dollar. In this case, strong signals of U.S. growth without accompanying inflationary pressures benefit risk-sensitive currencies strengthening against the dollar. The strategists stated that the inflation swap market suggests that the January inflation report to be released tonight may be below expectations.

According to Jinshi News, despite signs of resilience in the U.S. labor market suggesting that the Federal Reserve may remain on hold for a long time, the dollar continues to weaken. Corpay strategist Karl Schamotta stated that this indicates a deeply entrenched bearish sentiment and serves as a warning to those who expect the strong U.S. fundamentals, including themselves, to provide support. Measured by historical standards, the dollar's decline so far remains moderate, and if market sentiment does not change, there is still room for further downside.

With the U.S. non-farm payrolls for January exceeding expectations by an increase of 130,000 last night, the significant rise of 130,000 has led to a revision in market expectations regarding the pace of interest rate cuts by the Federal Reserve. Driven by this macroeconomic variable, global core stock indices have entered a volatile range, attracting a large amount of capital for hedging and position adjustments.Against this backdrop, the open interest in Gate index contracts has seen explosive growth. According to CoinGlass data, in the past 4 hours, the top four positions in open interest growth were all held by this platform: HK50 (Hang Seng Index) increased by 1841.43%, US30 (Dow Jones Industrial Average) increased by 1126.15%, NAS100 (Nasdaq 100 Index) grew by 392.29%, and SPX500 (S&P 500 Index) grew by 237.01%.Currently, Gate contracts comprehensively cover traditional financial assets including stocks (48 types), metals (11 types), foreign exchange (3 types), commodities (2 types), and indices (13 types), supporting continuous trading 24/7, with a maximum leverage of 100 times. Gate is continuously building a multi-asset contract system that covers mainstream TradFi assets, creating the industry's most comprehensive trading area for index and traditional financial asset contracts.

According to Jinshi, the U.S. non-farm payrolls unexpectedly surged, hitting the U.S. bond market, as traders rushed to cut bets on the Federal Reserve lowering interest rates this year. Short-term government bonds were hit hardest, with the two-year Treasury yield rising by 6 basis points to around 3.51%. The money market currently expects the Fed's next rate cut to occur in July, rather than the previously anticipated June.After the U.S. stock market closed flat, Asian stock index futures showed mixed trends. Futures indicate that the Japanese stock market will rise after reopening on Thursday following a holiday, while the Australian benchmark stock index contract saw a decline. These fluctuations suggest that the current strength of the U.S. economy is offsetting the market's desire for lower borrowing costs, supporting risk sentiment.Bret Kenwell from eToro stated that investors should welcome the U.S. employment report, even if it gives the Fed more room to keep rates unchanged. He noted, "If the labor market does stabilize, it will be constructive for both the economy and the market."

According to Jinshi, the U.S. non-farm payrolls unexpectedly surged, leading to a hit in the U.S. bond market as traders reduced bets on a rate cut by the Federal Reserve this year. Short-term government bonds were hit hardest, with the two-year Treasury yield rising by 6 basis points to around 3.51%. The money market currently expects the Fed's next rate cut to occur in July, rather than the previously anticipated June. Bret Kenwell from eToro stated that investors should welcome the U.S. employment report, which will have constructive implications for the economy and the market.

According to Jinshi News, U.S. President Trump stated on social media, "The employment data is excellent, far exceeding expectations! The U.S. should pay much less interest on borrowing costs (bonds!). We are once again the world's number one superpower, and therefore we should enjoy the lowest interest rates to date. This will bring at least a trillion dollars in savings on interest expenses each year------the budget can not only be balanced but also have a significant surplus. Wow! The golden age of America has arrived!!!"

According to Gate market data, on February 11, U.S. stocks opened with the Dow Jones up 0.11%, the S&P 500 index up 0.6%, and the Nasdaq up 0.76%. Shopify (SHOP.N) rose 8.3% as the company announced a $2 billion stock buyback. Micron Technology (MU.O) rose 6.1% as Morgan Stanley raised its target price by $100 to $450.

According to Jinshi News, Gammaroad Capital Partners Chief Investment Officer Jordan Rizzuto stated that the potential employment situation appears to be stronger than expected, and may even be more optimistic than the recent assessments and descriptions provided by the Federal Open Market Committee (FOMC). If this data holds up in revisions in the following months, the implications for monetary policy suggest that we are closer to the neutral interest rate than the market had previously priced in.

According to Jinshi News, Goldman Sachs Asset Management analyst Kay Haigh stated that there are some preliminary signs of a tightening labor market, but there is still a long way to go before it is fully tightened.Given the economy's continued performance exceeding expectations, the FOMC's focus will shift to the inflation situation. Goldman Sachs still believes there is room for two more rate cuts from the Federal Reserve this year; however, if the CPI released on Friday unexpectedly rises, it may push the Federal Reserve towards a more hawkish stance.

According to Jinshi, the number of private non-farm jobs in the U.S. increased to 172,000 in January, far exceeding the market expectation of 70,000, with the previous value revised from 37,000 to 64,000.

According to Jinshi reports, the U.S. January seasonally adjusted non-farm payrolls increased by 130,000, expected to be 70,000, with the previous value revised from 50,000 to 48,000.

As Bitcoin and other crypto assets decline, investors are turning cautious ahead of the release of key employment and inflation data in the U.S.Analysts say the market is in a consolidation phase, waiting for clarity on interest rate policy, while the demand for downside protection in crypto-related stocks like Coinbase and MicroStrategy is rising, reflecting institutions' vigilance towards short-term risks.

According to Jinshi News, the U.S. January non-farm payroll report will be released at 21:30 Beijing time tonight, and Wall Street warns that the data is likely to fall short of expectations. The market is focused on the annual benchmark revision, with expectations that over a million jobs will be directly wiped out by 2025, and the overall employment trend will be recalibrated, which will affect the Federal Reserve's assessment of the pace of interest rate cuts.

According to Jin Ten, U.S. Treasury yields fell during the European trading session as the market focused on the U.S. labor market data for January, which has been postponed to Wednesday. Prior to that, the weekly ADP private sector employment data is set to be released. DHF Capital S.A. analyst Bas Kuijman stated that this data could further strengthen market expectations for a U.S. rate cut, and any data that falls short of expectations could intensify market caution, putting pressure on the dollar and Treasury yields.

According to Jinshi News, GivTrade strategist Hassan Fawaz pointed out in a report that, given the recent signs of cooling in the U.S. job market, any significant deviation of January's non-farm payroll data from expectations could trigger sharp fluctuations in the foreign exchange and bond markets.He stated that if the data is weaker than expected, it may reignite concerns about the momentum of the labor market, strengthening expectations for monetary policy easing later this year, thereby putting pressure on the dollar; if the data is strong, it could challenge the aforementioned expectations, providing support for the dollar and pushing up yields.

The Nasdaq-listed Bitcoin mining company Bitfarms announced that it will relocate its headquarters from Canada to the United States, and it will also be renamed Keel Infrastructure. The related matters must be approved by shareholders, the stock exchange, and the court. It is reported that Keel Infrastructure will be a company established under the laws of Delaware, and after the change of registered office is completed, its common stock will trade on the updated Nasdaq and Toronto Stock Exchange.

Due to the previous U.S. government shutdown, the U.S. January non-farm payroll report has been postponed to February 11 (next Wednesday) at 21:30, and the January CPI report has been postponed to February 13 (next Friday) at 21:30.Next week is the last trading week before the Spring Festival, and the dual heavyweight data may trigger a new round of market volatility. Investors are advised to pay attention.

According to Jinshi News, despite weak U.S. employment data, the dollar remained stable after hitting a two-week high on Thursday. The U.S. Department of Labor reported that job vacancies in December fell to the lowest level in over five years.Market focus has shifted to the non-farm payroll data, which was delayed due to the government shutdown and will be released next Wednesday. Additionally, Trump's nomination of Kevin Warsh as Federal Reserve Chairman boosted the dollar, with market expectations that he will adopt restrictive policies. The dollar index remained flat at 97.819.

According to Jinshi Data, the U.S. Bureau of Labor Statistics announced that the release date for the January non-farm payroll report is scheduled for February 11; the release date for the January CPI report has been changed to February 13.In addition, the report on job vacancies and labor turnover for December will be released on February 5. Previously, the release of some data was delayed due to a partial government shutdown in the U.S., but the shutdown ended later on Tuesday local time, and funding for the Department of Labor and most other government agencies will be maintained until September 30. It is reported that, in addition to the regular monthly employment data and unemployment rate data, the January employment report will also include the highly anticipated annual employment data revisions.