최근 고용 데이터 이후 달러를 면밀히 주시

The market shrugging off claims data usually means the headline number wasn't shocking enough to alter the Fed's path. Dollar strength is more about interest rate differentials and less about minor fluctuations in employment now, unless those fluctuations signal a significant shift in policy. PYUSD isn't relevant to dollar strength, it's a stablecoin.

I'm with you on that. The market's initial reaction often doesn't capture the full downstream effects, especially with how sensitive rate expectations are to labor figures. Wondering if the shrug is more about a belief in the Fed's long-term commitment than the immediate data itself.

While the immediate reaction might suggest it's priced in, I'm skeptical the market has fully digested the implications for Fed policy, especially with other inflationary pressures still looming. We've seen these shrugs before that later turned into sharper adjustments.