纳斯达克100指数 (NASDAQ100) 加自选

美联储还有等待的余地。美国经济正在扩张，这不仅是因为人工智能和股指财富增长的反弹，还因为预期寿命的延长。老年人需要护理，医疗保健招聘的激增对1月份就业人数增加13万起到了重要作用。

Fed Has Room to Wait.The US economy is expanding not only because of artificial intelligence and the wealth-increasing rally in stock indices, but also thanks to increased life expectancy. Older people require care, and the surge in healthcare hiring contributed significantly to the 130K increase in employment in January.

美国1月CPI报告将为通胀发展提供更清晰的解读？。本周是关于美国主要经济数据的发布。在昨天的非农就业数据之后，我们还没有完全完成，因为消费者价格通胀（CPI）报告将在明天结束。

US January CPI report to offer a cleaner read on inflation developments?.This week is all about key US economic data releases. And after the non-farm payrolls data yesterday, we're not quite done yet as the consumer price inflation (CPI) report is what will bookend the week tomorrow.

美联储：增长升级推迟降息——法国兴业银行。美联储：增长升级推迟降息——法国兴业银行

Fed: Growth upgrade delays rate cuts – Societe Generale.Fed: Growth upgrade delays rate cuts – Societe Generale

美元上涨无法挽回。1月份的就业报告超过了一些最乐观的估计，结束了自上周以来一系列令人失望的（劳动力市场）数据。虽然13万人的就业增长并不理想，但这是预期的6.5万人的两倍，并且由于政府层面的持续裁员（4.2万人）而出现了负面偏差。

Dollar Gains Unconvincing.The January jobs report blew past some of the most optimistic estimates, ending a sequence of disappointing (labour market) data since last week. While the 130k employment growth isn't exactly stellar, it was double the 65k expected and negatively skewed by continued job cuts at the government level (42k).