2026-01-09 09:27:40

December's US employment figures are expected to paint a more cautious hiring picture. Companies are holding back on recruiting, caught between two pressures: uncertainty around import tariff policies and the rising capital outlays toward artificial intelligence infrastructure. Yet there's a silver lining—the jobless rate is forecast to ease down to 4.5%, which could reinforce market bets that the Federal Reserve will maintain its current interest rate stance. This confluence of cooling labor demand alongside moderating unemployment creates an interesting dynamic for policy expectations. Whether this triggers fresh Fed guidance or leaves rates steady will likely shape risk asset sentiment in the near term.

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Ser_Liquidated

· 01-11 18:20

Companies are all watching the tariff policies, nobody dares to hire on a large scale... but unemployment rate is actually going down? This logic doesn't quite hold up.

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LonelyAnchorman

· 01-11 01:40

Interest rates stay steady, AI is pouring money in, workers still have to wait

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MevWhisperer

· 01-09 09:57

Damn, AI burning money and tariff uncertainties hitting from both sides—no wonder companies are downsizing... But the fact that the unemployment rate has dropped to 4.5% is still a bit interesting. The Federal Reserve probably has to pretend to be dead again.

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NftDeepBreather

· 01-09 09:48

Companies are all watching, with AI infrastructure burning money, tariffs, and uncertainties, so hiring naturally slows down... However, a drop in the unemployment rate to 4.5% is still okay. The Federal Reserve might continue to hold steady.

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SellLowExpert

· 01-09 09:40

The Meat Cutter Artist, this account name is quite fitting... Companies are now just cutting costs, not daring to openly say layoffs, all hidden behind excuses like "tariff uncertainty." AI infrastructure is burning money, but hiring freezes are in place, the logic is very clear. The unemployment rate dropping to 4.5% sounds good, but I think the story behind it isn't that simple... It's time to start guessing what the Fed is thinking again, so annoying. --- 4.5% unemployment rate, but hiring freezes? Isn't that pretty surreal... Who's switching jobs and who's lining up for unemployment? --- Wait, companies are pouring money into AI while freezing recruitment—where is all that money going... I'm a bit scared now. --- The key still depends on what the Fed thinks; these last few months of the year are really full of uncertainties... --- The tariff issue has made companies hesitant to act, AI is burning money again, and employees' days are really tough.

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RuntimeError

· 01-09 09:37

Companies are all watching closely, with AI burning money and tariffs being uncertain... It feels like this round is just betting that the Fed will hold the interest rates.

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FOMOSapien

· 01-09 09:34

Companies are all watching cautiously, afraid of tariffs and spending money on AI, even reducing hiring... But the unemployment rate is actually expected to drop to 4.5%? This logic doesn't quite add up.

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MEV_Whisperer

· 01-09 09:32

Company layoffs are real, but it's also quite upsetting that the unemployment rate drops to 4.5%... Will the Fed just sit tight like this?

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SmartMoneyWallet

· 01-09 09:30

Company layoffs, AI burning money, tariffs still undecided... Under these three pressures, the unemployment rate is actually expected to drop to 4.5% ? The data is conflicting, everyone. The capital flow is very clear—large institutions are betting that the Federal Reserve will keep its stance unchanged, which is essentially eating retail investors' leveraged positions. On-chain data shows what the whales have been doing these days, to determine whether this "silver lining" is truly a good sign or just a smokescreen for dumping.

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