According to Wall Street News, on Friday, the U.S. Bureau of Labor Statistics released data showing that U.S. non-farm payroll employment increased by [number] million in [month], exceeding the expected [number] million.

【Federal Reserve Monetary Policy】This piece of information is straightforward but constitutes significant news in the recent financial sector. The U.S. non-farm payroll data has far exceeded expectations, indicating a robust recovery of the U.S. economy, which directly undermines the expectation of a U.S. interest rate cut. Since a weak U.S. economy is the basis for the Federal Reserve to cut rates, the strong non-farm data now gives the Fed no reason to continue lowering rates. Such strong non-farm data supports the Federal Reserve's decision to "stand pat" at the monthly meeting, meaning to pause rate cuts, and adjusts the market's fully digested expectation of the next Fed rate cut to the month of next year, implying that the Fed will pause rate cuts until next year.

Another reason supporting the Federal Reserve's decision to pause interest rate cuts is the rise in inflation. As previously mentioned in Bloodbath's articles, a rate cut by the Federal Reserve would lead to a rebound in inflation, and indeed, U.S. inflation has rebounded. According to the latest survey released by the Federal Reserve, both the one-year and three-year inflation expectations in the U.S. have increased. The one-year inflation expectation for the month has slightly risen to %, and the three-year inflation expectation has climbed to %, significantly higher than the previous month's value of .%. The direct cause of the inflation rise is the internal conflict between the two parties. To prevent Trump-supported fossil fuels, Biden issued an offshore drilling ban on the 1st of the month, which directly prevented the Trump administration from increasing domestic oil production, thereby impacting international oil prices. Additionally, to prevent Trump from reaching a ceasefire agreement with Russia over Ukraine, Biden announced the most severe sanctions in history against Russia before the Federal Reserve released the non-farm payroll data on the 1st of the month, with Russian oil exports being a major target. As a result, the U.S. has both banned offshore oil drilling, directly reducing oil supply, and prohibited Russian crude oil from entering the market. The combination of these two actions has led to a significant decrease in oil supply and a subsequent rise in international oil prices. Oil prices are a leading indicator of bulk commodities and directly drive up price inflation. The strong non-farm payroll data plus Biden's policies to reduce oil supply have together caused inflation to rise.

In addition to these factors, other reasons for the rise in inflation include the increase in prices of natural gas, oil, and electricity in the United States during winter due to heating needs. The sanctions imposed by the U.S. on Russia had already caused a surge in natural gas prices this winter, and now with the simultaneous rise in oil and electricity prices, inflation in the U.S. is resurfacing. The uptick in inflation has led people on welfare to start looking for jobs again to cover their insufficient expenses, which in turn has increased non-farm employment data. As a result, the combination of strong non-farm data, reduced oil supply, and U.S. sanctions on Russia will force the Federal Reserve to halt interest rate cuts. Only by stopping the rate cuts will commodity prices gradually decline, and housing prices and rents will stop rising. Otherwise, if prices continue to rise, large-scale unrest could erupt in the U.S. before Russia is even affected.

【Pausing Rate Cuts is Not the End】The Federal Reserve's halt in rate cuts aligns perfectly with the predictions made earlier by Xueyin. Xueyin was the first to point out online that "the Federal Reserve's rate cuts are merely a correction to the rate hike policy, a tactical crouch before the leap. If the U.S. cannot defeat Russia in Ukraine, inflation will stubbornly rise again. Then, the U.S. will have no choice but to completely abandon rate cuts. After abandonment, there are two options: either maintain a neutral interest rate of .%, or restart rate hikes." This accurately predicted the current trend of monetary policy. The latest analysis from Bank of America has validated Xueyin's judgment. On the 1st of the month, Bank of America publicly stated that the non-farm payroll data for the month signifies the end of the Federal Reserve's rate cut cycle. Considering that current inflation remains above target with upward risks, and the labor market has shown signs of stabilization, it may even open the door for the Federal Reserve to turn towards rate hikes. Whether reverting to a neutral interest rate or restarting rate hikes, one thing is certain: the U.S. will not return to a low-interest-rate era in the short term. Once such signals are transmitted to the market, the most typical market performance is the breakthrough of the U.S. dollar index. The breakthrough of the dollar index was also precisely predicted in Xueyin's previous articles. If this trajectory continues, the U.S. dollar index is highly likely to break through and impact within the next year. The strengthening of the dollar not only leads to the depreciation of Asian currencies including China but also causes a significant drop in the currencies of allies such as Australia and the UK. From the perspective of currency wars, the strengthening of the dollar represents the U.S. slowly raising its financial butcher's knife. Once the dollar index breaks through, the financial butcher's knife will be fully unsheathed. The process to is the U.S. wielding its financial butcher's knife, harvesting Asia, Africa, and Latin America, even including allies like Japan, South Korea, and Australia, in an epic financial slaughter. If this financial slaughter is completed, the U.S. can revive itself as it did in the past, then simultaneously crush external rivals like China and Russia and internal dissenters like Japan, South Korea, Germany, and France. Looking back, the Federal Reserve's rate cuts in the month of the year increasingly resemble those in the year, serving as a correction to the Federal Reserve's aggressive rate hikes in the year, a tactical crouch before the rapid rate hikes after the year, much like a sprinter's crouch before the start. From a financial perspective, the Federal Reserve and the U.S. government have begun to fully address the fiscal deficit issues caused by the over-issuance of U.S. Treasury bonds. The Federal Reserve has never stopped shrinking its balance sheet since the rate hikes began in the month of the year. In the first week of the month, the Federal Reserve reduced its balance sheet by a single month's worth of $100 billion. Synthesizing the above information, it is clear that the U.S. will continue to sell off Treasury bonds, reclaiming dollars from the market. As the dollar appreciates and other currencies depreciate, this will lead to continued global capital inflows into the U.S. The U.S. continuously extracting global liquidity will exacerbate risks in the real estate and stock markets of countries including China. Here, Xueyin reminds everyone to pay attention to investment safety. The Federal Reserve's next interest rate meeting is scheduled to be announced on the 1st of the month of the year, coinciding with the Chinese Lunar New Year. At this meeting, the Federal Reserve will officially stop rate cuts, and the expectation of rate hikes will impact global markets. The U.S. choosing to launch a surprise attack on China during the Chinese Spring Festival holiday clearly indicates that this timing was carefully selected. In this regard, everyone must avoid the impact on the 1st of the month in stock market operations, and must not be careless. It is advised to pay attention to risks.

【Geopolitical Offensive Behind Mongolia's Color Revolution】While launching financial offensives, the United States has also begun to influence China's neighboring countries with its color revolutions. According to Guancha.cn, on a certain date, a protest occurred in Sukhbaatar Square in the center of Ulaanbaatar, the capital of Mongolia, with organizers announcing that the demonstrations would continue until a specified date. On the surface, Mongolia's color revolution appears to be an isolated incident, but in reality, it is a preemptive move by the United States to restart NATO's eastward expansion towards China and Russia after seizing Syria. Since occupying the core Middle Eastern region of Iraq, the U.S. has been actively inciting "color revolutions" in Central Asia, Mongolia, and the Caucasus. Over the next decade, the U.S. extended its military reach into Mongolia and Kyrgyzstan. Currently, U.S. fighter jets from the nearest U.S. Manas Air Base are only a few hundred kilometers from the Chinese border. In early 2021, after the U.S., Saudi Arabia, and Israel-supported terrorist puppet Joulani seized power in Syria, Jewish capital began planning a comprehensive restart of NATO's eastward expansion from the Middle East through the Caucasus and Central Asia directly to China's Xinjiang and Shaanxi-Gansu-Ningxia regions. Mongolia is the wedge for NATO's eastward expansion to disintegrate China's northeast and north China regions, and also the explosive point for disintegrating northern China. Now, the U.S. is eager to use Mongolia's government, which sides with China and Russia, as a strike point. As expected, they will next instigate color revolutions in Uzbekistan, Kazakhstan, and Kyrgyzstan. Connecting these points reveals a roadmap of U.S.-led NATO military offensives and political infiltration. Once successful, China's geopolitical situation could revert to the worst period of the 20th century. Understanding the U.S. strategy, the following focuses on the East. After the Syrian regime change, online public intellectuals began to whitewash Joulani, advocating that he was secularizing Syria under personal religious dictatorship, portraying him as a particularly Westernized and open leader. However, the military upper echelons under Joulani's command are precisely the vanguard of the terrorist forces that the U.S. has been creating in Central Asia since 2001—Uyghur militants and East Turkestan terrorists. After the Syrian regime change, they executed former government military members in Latakia and Homs using Central Asian languages, and East Turkestan terrorists also participated in a series of massacres, openly threatening to kill all Chinese in Syria. Joulani, a terrorist about to be whitewashed by public intellectuals, has had his true face publicly torn off. According to Guancha.cn, on a certain date, the Syrian Ministry of Defense led by Joulani awarded senior military ranks to several foreign terrorists, including three East Turkestan terrorists: Zashid appointed as Brigadier General, Maulan as Colonel, and Abdulsalam. Joulani's public appointment of East Turkestan terrorists as senior members of his army clearly disregards China's previous warnings. China has explicitly stated that "the future Syria should firmly oppose any form of terrorism and extremism." Previously, China recognized the Afghan regime only after the Taliban adhered to this commitment by expelling East Turkestan terrorists and resolutely combating al-Qaeda. Now, Joulani's public appointment of East Turkestan terrorists, who make up half of the foreign terrorists, as senior officers has revealed his true intentions. Since 2011, the East Turkestan organization has been tracked, and before the Syrian regime change, they were heavily bombed by Russian and Syrian allied forces. Now in power, they naturally harbor hostility towards China and Russia. However, China's domestic public opinion continues to follow Western narratives, greatly advocating that the Syrian color revolution is just. Joulani's appointment of East Turkestan terrorists as senior officers directly contradicts certain domestic experts, highlighting the difference between experts and fools. It also indicates that the current Syrian government is extremely hostile towards China, and China is unlikely to change their stance without taking severe measures.

【Replicating the Ukraine Model】Although Joulani's governance plan has not yet been released, the appointment of Eastern terrorists to key positions indicates that he will fully implement the roadmap outlined for him by the United States and Israel in the future. So, what is this roadmap? It is the Nazification of Syria, akin to Ukraine. When the Maidan protests erupted in Ukraine, the Ukrainian Nazi organization Azov Battalion openly perpetrated the Odessa Massacre against Russian-speaking residents in Odessa, directly executing nearly a hundred Russian-speaking Ukrainians. Subsequently, Zelensky, supported by Jewish capital, emerged victorious in Ukraine's cutthroat political struggles, gaining complete control over Ukraine.