#美国非农就业数据表现强劲 【Market Daily · 2025.12.17】

Today's economic schedule is quite packed. Let's start with some major data points — the US November unemployment rate hit a four-year high, which will directly impact the Federal Reserve's policy direction. Meanwhile, US media revealed that Waller will be interviewed by Trump on Wednesday, and US Treasury Secretary Yellen hinted that the Fed Chair candidate might be announced in early January. Such policy-level changes often trigger fluctuations in commodities and cryptocurrencies.

Trump's nationwide speech during prime time tomorrow is worth watching; the New Year policy preview may involve adjustments to fiscal, tax, and trade policies. The US has threatened retaliation against the EU's digital services tax, escalating trade tensions. Domestically, expanding domestic demand has been listed as the top priority for next year, and special consumer initiatives are being actively promoted, all of which will impact related industry chains.

The "Lithium Capital of Asia" has made big moves, with continued rising attention to commodities like lithium. Additionally, the financial turmoil involving 360 is still fermenting; Zhou Hongyi responded strongly, claiming the reports are extremely false, and public attention remains high.

**Tonight's Data Schedule** (European and American time zones)
- 15:00 UK November CPI monthly rate and Retail Price Index
- 17:00 Germany December IFO Business Climate Index
- 18:00 Eurozone November CPI final
- 19:00 UK December CBI Industrial Orders
- 21:15 Federal Reserve Waller speech
- 22:05 New York Fed Williams speech
- 23:30 US EIA Crude Oil Inventories (as of December 12)

The pace of macro liquidity and commodity cycles is accelerating, and traders need to closely monitor the signals these indicators send.