2026-01-09 05:22:22

Friday looks to be lively. The non-farm payroll report and the Supreme Court's ruling on tariffs are both coming, and the US stock and bond markets are set to surge and tumble in the storm.

The non-farm data will be released at 21:30 tonight. The market's "Goldilocks" standard is an increase of 60,000 jobs and an unemployment rate of 4.5%. It sounds simple, but in reality, it's a deadly question—strong data means no hope for rate cuts, putting pressure on the stock market; weak data raises fears of recession, casting a shadow of a bear market. Only a "just right" balance can keep the market alive.

The most critical issue is that there is now no room for error. The S&P 500's P/E ratio has soared to 22 times, a level comparable to the peak in 2022. In a high-valuation market, it's like walking a tightrope on a cliff—any gust of wind could trigger significant volatility. Strong data will lower expectations for rate cuts, while weak data could be the fuse for a bear market. This non-farm payroll report is truly a life-and-death decision.

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UnruggableChad

· 7h ago

Friday's non-farm data is truly Schrödinger's market—strong data kills the market, weak data kills the market too. I'm just waiting to see which black swan will fly out first. The S&P 500 with a 22x PE is playing with fire; it should have already pulled back. The market opens promptly at 21:30. All in or all out, it's that simple. There’s no news on tariffs yet, but it’s affecting the sentiment again. This is really a gambler’s moment. Everyone, get ready. No, who would dare to hold heavy positions in such a market environment? I’ll just lie flat.

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AirdropDreamer

· 01-09 05:49

Friday's moves need to be well guarded; once the non-farm payrolls are released, we'll know the outcome... I heard the S&P is valued at 22 times earnings, living on the edge of a cliff—just one data point can send it soaring or crashing. The blonde girl needs to get it just right; it's easier said than done. It feels like Friday is just getting beaten down. Is this really the moment to go all in or all out? No news on tariffs yet, and the non-farm payrolls are stirring things up again—truly a blow to the head.

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ShortingEnthusiast

· 01-09 05:46

Friday's market movement is truly a life-and-death game at the gambling table. Once the non-farm payroll data is released, it's either heaven or hell, with no middle ground. The S&P 500 is still valued at 22 times earnings, dancing on the edge of a cliff, which could easily turn into a disaster. Is the rate hike cycle over, or is a bear market coming? It's really hard to have both. Just wait until 21:30—either you win big with a passive gain or suffer heavy losses. Exciting. With tariffs rulings and non-farm payroll data hitting double blows, Friday is destined to be crazy.

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SwapWhisperer

· 01-09 05:41

Really can't hold it anymore, the blonde girl definitely can't meet any of the standards, and this Friday is probably going to explode. This Friday's data will either cause the stock market to crash or trigger a rate cut; there's no way out. Walking a tightrope with a 22x P/E ratio, one more non-farm payroll report could mean either heaven or hell. It's ridiculous—now even a sneeze in the market can trigger a massacre, and we have to pray that the non-farm payroll is "just right," which is an improbably small chance. Tariff rulings combined with non-farm payrolls, Friday is truly a life-and-death game, and everyone is betting.

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AirdropHermit

· 01-09 05:36

It's that kind of dilemma again, no matter which way you choose, you'll get hurt. I just want to know who can come out alive from this round. The truth will be revealed at 21:30, but I bet that when the data comes out, it'll still be a mess. Daring to play with such a high valuation is really a bit crazy. Regarding the non-farm payrolls, to be honest, it's all about betting on probabilities, so I'm still on the sidelines.

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FastLeaver