In the first week of 2026, the global financial markets will be lively. The US and China Consumer Price Indexes will be released simultaneously, and the Federal Reserve's interest rate cut prospects will face a major test.

Here are the key points to mark this week:

At the beginning of the week, procurement manager indexes from various countries will be released in turn, with the US ADP employment data taking the lead. International trade and economic developments are also worth watching — South Korea's business delegation visits China, and tech giants like Samsung and SK are following up, potentially bringing new opportunities for electronic industry cooperation.

But the real highlight is on Friday. The release of US CPI and PPI data, along with the non-farm payroll report, will be concentrated on that day. These three indicators will quickly determine the direction of global capital flows. Whether to cut interest rates and by how much all depend on these numbers.

From the market perspective, funds are now particularly selective, flocking into cryptocurrencies and traditional assets with clear value support. When uncertainty is high, everyone pays more attention to the fundamentals of real assets.

What do you think? Will the non-farm payroll data rewrite the interest rate cut pace set at the beginning of the year? Feel free to share your judgment.