🔥Global markets kick off the year with the "Super Collision Week"! Non-farm payrolls and CPI team up with 200 business leaders to stir up the scene

In the first week of 2026, the global markets are directly playing out a "big move" script! U.S. non-farm employment data and China's CPI/PPI are both released, competing on the same stage, directly triggering sensitive nerves related to global central bank interest rate cut expectations.

Even more significant is that the South Korean president is leading a group of over 200 top business figures from Samsung, SK, and others to visit China. This "super visit" after 6 years is opening up new imaginative space for deep cooperation in core fields such as semiconductors and power batteries.

🗓️ Quick overview of key schedule

- Midweek warm-up: U.S. manufacturing PMI, U.S. ADP "small non-farm" data are released intensively, warming up market sentiment in advance; South Korea’s trade delegation’s busy schedule in China, with government and enterprise talks and signing events, each could become a "strong catalyst" to stir related sectors.
- Friday’s blockbuster moment: U.S. December non-farm employment report and China’s December CPI/PPI are released on the same day. These two major data points will determine the direction of global central banks’ monetary policy at the start of the year, with a critical validation window for interest rate cut expectations.

💡 Positive news analysis and operational strategies

1. Double positive signals support the market:

On one hand, high-level cross-border trade interactions release geopolitical warmth, injecting confidence into cooperation in sectors like semiconductors and new energy;

On the other hand, the U.S. unemployment rate has risen for three consecutive months, reaching warning levels. According to Industrial Securities Research, historically, after such signals appear, the probability of the Federal Reserve cutting rates within 6-12 months exceeds 80%. The market is fiercely debating whether rate cuts will land in the first half of 2026.

2. Key strategies during the volatile period: This week is truly a "data validation period." Before the non-farm data is released, the market is highly susceptible to swings based on expectations, leading to wide fluctuations. Remember that "expectation ≠ actual outcome." Abandon short-term thinking of chasing gains or cutting losses, closely monitor capital flow changes after data releases, follow the rhythm of "stabilize positions first, then observe, then seize opportunities," and focus on assets with solid industry consensus such as semiconductors and new energy.

🤔 This week’s market trend: do you more trust data guidance or diplomatic big orders? Share your opinion in the comments!
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