Just right, the entire market is rallying, the Federal Reserve, big news of interest rate cuts

On Non-Farm Night, the market has turned around!
Tonight, the U.S. April Non-Farm Payrolls data is released: 115k new jobs, unemployment rate steady at 4.3%.
Don’t be fooled by the small numbers, this is the strongest two-month consecutive increase since 2024!
The labor market is re-energizing.
Healthcare, freight, retail are all booming—the courier jobs saw the biggest increase since 2020.
Even the previously frozen construction and hotel industries are warming up.
The only eye-catching sector is technology: Meta and Microsoft continue layoffs, and the information industry has fallen for 16 months straight.
The key is, this data gives the Federal Reserve the confidence to “sit back.”
Employment has stabilized, no need to desperately cut rates to boost the economy.
However, inflation is starting to rise again due to the Iran war and tariffs.
Powell even said: “Employment is becoming more stable.”
So next, the Fed will only watch one thing—inflation.
“The Federal Reserve’s mouthpiece” straightforwardly states: four months ago, they feared a collapse in employment; now that problem is gone.
Rate cuts? No way.
At least not until the fourth quarter, and only if the unemployment rate rises.
The market’s reaction is very honest: U.S. stocks rally, gold and silver surge, the dollar continues to fall.
Everyone is betting—interest rates stay the same, inflation is a game.
In one sentence: employment is stable, inflation is annoying, the Fed continues to “watch the show.”
When will they act? Watch the CPI face.
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