2026-01-09 10:21:20

A recent market analysis suggests that the US December non-farm payroll data might be somewhat disappointing. Companies are now noticeably more cautious in their hiring, mainly due to a few reasons—uncertainty around import tariffs has unsettled employers, and AI investments are costing a lot of money, prompting businesses to be more frugal.

However, there's an interesting contrast: the unemployment rate is expected to drop to 4.5%. This data is enough to convince the market that the Federal Reserve is likely to keep interest rates unchanged this month, with no new moves.

Some analysts believe that the current US labor market is in this state—neither growing nor shrinking, just stagnating. On one hand, demand from companies is indeed weak; on the other hand, cost control and tariff pressures are making hiring more cautious. On the flip side, the trend toward AI-driven automation is also boosting productivity expectations, meaning that even if the number of hires doesn't increase, corporate output could become more efficient. For traders, the market's reaction after this data release will be very important.

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LayerZeroHero

· 10h ago

The Federal Reserve is going to hold steady again, and this time it's really stable. Speaking of which, the main reason for companies being meticulous is still related to tariffs, and AI spending is also a part of it. The unemployment rate dropping to 4.5% is a bit unsustainable; it feels like the market is being toyed with. This wave of AI automation is truly ruthless, and the efficiency of layoffs has also improved. This thing is really a double-edged sword. The key still depends on how the market reacts to the data; then we'll know what the big players are thinking. Companies are uncertain, and as traders, we’re also uncertain. We still have to rely on this data to place a bet.

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blocksnark

· 19h ago

Getting stuck in the middle is the most annoying. The unemployment rate drops but hiring stalls. Isn't this just AI automation replacing people? --- The Federal Reserve is slacking off again this month. No wonder the crypto market has been quiet these days. --- Tariffs + AI burning money, companies' mindset has really changed. We need to see how the crypto market reacts when this data comes out. --- High productivity but shrinking hiring, in simple terms, it's just an excuse for layoffs and replacing people with machines. --- Is the 4.5% unemployment rate fake? The real situation must be worse than this data suggests. --- Another lukewarm month, traders should be worried.

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GateUser-44a00d6c

· 01-09 10:46

Tariffs + AI burning money, bosses are all shrinking. Unemployment rate drops but hiring stalls, this logic is brilliant --- The Federal Reserve wants to stand pat, sounds stable, but actually the most frustrating thing is this "stagnation" --- Wait, no increase in headcount but efficiency improves? Then the situation of frontline employees... --- Once this data comes out, traders must go crazy haha --- AI automation pushes people out, yet the unemployment rate still drops, numbers can be deceiving --- Where is the promised growth? Just playing data games --- When will the tariff trap be filled? Companies are afraid to move

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ruggedSoBadLMAO

· 01-09 10:35

Another false boom, unemployment rate looks good but hiring data is hard to interpret --- AI burning money and tariffs double pressure, it's normal for bosses to be stingy --- Stagnation? No, this is called chronic death --- The Federal Reserve has stabilized this round, and the market is about to surge again --- Automation replacing manual labor, the future unemployment rate will still look good --- How many retail investors can be fooled by a 4.5% unemployment rate? Haha --- Higher corporate efficiency leads to even harsher layoffs, reality is quite harsh --- Once this data is released, the bulls should be excited, right? --- Tariff bombs and AI burning money, small and medium enterprises are directly headed for bankruptcy --- Everyone says stagnation is the best shorting opportunity --- Disappointing non-farm payrolls are routine, the Federal Reserve taking it easy is the real big event

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GmGnSleeper

· 01-09 10:32

So basically, companies are squeezing toothpaste, AI is stealing jobs, and the unemployment rate is a lie, right?

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FalseProfitProphet

· 01-09 10:31

The Federal Reserve is staying put again, traders should go to sleep Non-farm payroll data is being manipulated, and the unemployment rate is actually decreasing? I’m familiar with this trick Can data show the speed at which AI automation is eliminating jobs? Tariffs + AI are burning money, companies are playing with fire Stagnation is the best positive news, sounds unbelievable The end-of-month data will depend on how traders spin the story Companies are being frugal, in plain terms, squeezing out the water This month, interest rate spread arbitrage will once again take a back seat

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FlatTax

· 01-09 10:25

The Federal Reserve is about to hold steady again, but with such a low unemployment rate, something doesn't feel right. Do they not realize how many jobs AI automation has eliminated? With the dual pressures of tariffs and AI, companies are downsizing, no wonder hiring is so cold. Stagnant growth sounds really uncomfortable. When these data come out, it'll probably be a mess again, and the market will be volatile. Businesses are tightening their belts, mainly by laying off staff and replacing them with machines. Can the unemployment rate really decrease? Keeping interest rates steady, in plain terms, means the Federal Reserve is also confused.

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