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胖三斤'◡'（爱互动）
Nonfarm payrolls just threw me for a loop.
-23K vs +80K expected. May and June were also revised down by 103K combined. Jobs are cooling fast, but unemployment somehow fell from 4.2% to 4.1%, while wage growth slowed to just 0.1% MoM. The signal is messy.
Markets got the message anyway. September cut odds slipped to around 44%, and risk assets started splitting hard.
Gold broke 4370 and closed futures at 4399.7. $SPCX ripped 15.83% to 133.11, now up roughly 23% in two days. I’m not complaining 😂
But $SNDK? -3.68%, after diving from 1326 toward 1200. Weak jobs should help growth stocks, yet AI storage still got sold. That tells me valuation digestion isn’t over.
BTC also failed to follow gold. It popped, then faded.
I’m done guessing tonight. The jobs data is contradictory. CPI is the next real test.
$SPCX
#非农意外转负，CPI成加息关键
