Unemployment Rate and NFP Data in the US

Tomorrow will release the US unemployment rate and NFP data. The unemployment rate is expected to be 4.4%, the same as last month, while the NFP data is expected to be 66K, higher than last month. These data are important because they will influence the Federal Reserve's policy outlook in the coming months. At the last FOMC meeting, Powell stated that the labor market has cooled, which is the main reason for keeping interest rates unchanged.
This, along with Kevin Wash's nomination, has not improved the policy outlook for 2026, which has also affected asset markets, as evidenced by declines in stocks, cryptocurrencies, and even commodities. As previously discussed, all of this is due to the high expectations of rate cuts starting from May. In the current macro environment, strong employment data favors the US dollar, while weak data increases the likelihood of further rate cuts this year, supporting asset markets. #当前行情抄底还是观望？