美国最新的就业报告助长了比特币的牛市

币界网Published on 2024-08-05Last updated on 2024-08-05

币界网报道:

最新的美国就业报告出来了,它正在搅动锅。7月份,雇主增加了11.4万个工作岗位,但失业率跃升至4.3%。

这一飙升让人们认为美联储可能会在下次会议上降息。如果发生这种情况,比特币可能会得到很好的提振。

Bitfinex衍生品主管Jag Kooner表示,这些数字显示出一些优势,但由于高贷款利率和失业率上升,人们仍然担心经济衰退。

Jag指出,4.3%的失业率可能会触发萨姆规则,这通常预示着经济衰退。然而,他确实补充说,由于劳动力市场异常,这一规则在疫情后可能不那么可靠。

经济不确定性困扰着美国人

劳动力参与率的提高,尤其是移民的参与率,以及求职者与现有工作之间的不匹配,加剧了失业问题。

此外,收益率曲线倒挂,这是可能出现衰退的另一个迹象,使经济前景更加黯淡。尽管裁员人数有所增加,但仍处于历史低位。

美联储一直保持高利率以对抗持续的通货膨胀。但现在,随着经济迹象的减弱,关于可能降息的讨论越来越多。

如果失业数据支持美联储的观点,即通货膨胀已得到控制,我们可能会在9月看到降息。

这对比特币来说是个好消息,这是一个强有力的看涨理由。

8月份,市场可能面临低流动性,部分原因是夏季。Jag提到,几个山寨币的低价区间正在形成巨大的购买墙,比特币的交易价格预计在6.1万至7万美元之间。

这个范围可能是积累的主要区域。Jag认为,9月份的降息将提振市场信心,增加流动性,导致更多的ETF流入,因为投资者利用了风险资产环境的改善。

目前,市场充满信心。即使是潜在的负面消息,如Mt.Gox的发行、德国政府的抛售以及最近的重大链上运动,也没有使比特币的价格大幅下跌。

贾强调了关注美联储主席杰罗姆·鲍威尔关于通胀数据或经济增长趋势的任何言论的重要性。如果他谈论持续的通货膨胀或缓慢的经济增长,这可能会改变对未来降息或加息的预期。

鲍威尔告诉我们,9月会议“可能会考虑”降息,这提高了市场对降息的预期。根据芝加哥商品交易所FedWatch的数据,金融市场现在几乎可以肯定9月份将降息。

但鲍威尔继续强调,任何决定都将取决于数据,尤其是通胀趋势。美联储希望在降息之前,有更多证据表明通胀正在回落到2%的目标水平。

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