Market consensus

US payrolls

2026-10-02 07:33:28

U.S. September payrolls due at 20:30 Beijing time, with consensus at 84,000 jobs added

The U.S. Bureau of Labor Statistics is set to release its September nonfarm payrolls report at 20:30 Beijing time on Thursday, a closely watched macro event for global markets. Consensus expectations point to 84,000 jobs added in September, with the unemployment rate holding at 4.1% and average hourly earnings rising 3.1% year over year. For comparison, the prior August reading showed payroll growth of 162,000. Market attention is centered on how sharply job creation may have slowed from the previous month, whether wage growth matches expectations, and whether the August payroll figure will be revised lower. The release is being watched for signals on labor market momentum and the path of U.S. economic data.

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SK Hynix

2026-07-13 00:45:08

Citrini analyst says SK Hynix operating profit seen at KRW 60.4 trillion, 8% below consensus

Citrini analyst jukan said in a post on X that local South Korean brokerages expect SK Hynix to post operating profit of KRW 60.4 trillion. The figure would represent 61% quarter-over-quarter growth and 556% year-over-year growth. Even so, it would still come in 8% below the market consensus estimate of KRW 65 trillion. According to jukan, the shortfall is mainly tied to SK Hynix having a higher share of HBM revenue than its peers, which led to a smaller increase in average selling prices than the broader market average. The comments were cited by Odaily in a market analysis brief.

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Bank of Ameri

2026-07-10 13:20:20

BofA Says Japan Market Is the Signal to Watch for a Broader Global Selloff

Bank of America said investors should keep a close eye on the Japanese market, describing it as the potential “canary” for a wider global downturn. The bank’s view, as cited in the source material, is tied to what it called the market’s current consensus built on four assumptions. Those are: the U.S. economy will not face a hard landing, the Federal Reserve will not raise interest rates, AI spending will not be cut, and Democrats will not sweep the midterm elections. The note frames Japan as an early warning indicator if those assumptions begin to crack. No additional details, figures, or timing beyond that summary were provided in the source text.

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