Huatai Securities: March non-farm payroll data reflects the resilience of the U.S. labor market, with inflation becoming the core variable in Federal Reserve policy

MarsBitNews · 2026-04-04T03:05:24+00:00

Mars Finance News, according to Jintiao, Huatai Securities believes that the better-than-expected rebound in March non-farm payroll data shows the resilience of the U.S. labor market. However, under the conflict in the Middle East, high oil prices have a more significant impact on inflation expectations and are more critical to Federal Reserve monetary policy. Recently, the conflict in the Middle East has escalated, and the Strait of Hormuz blockade has caused a supply gap in crude oil, pushing up oil prices and inflation expectations. Currently, inflation is the core variable in the Federal Reserve's monetary policy.

MarsBitNews

2026-04-04 03:05:24

Mars Finance reported that, according to JIN10, Huatai Securities believes that the March nonfarm payrolls data rebounding beyond expectations shows resilience in the U.S. labor market, but amid conflict in the Middle East, the impact of high oil prices on inflation expectations is more critical to the Federal Reserve’s monetary policy. Recently, the Middle East conflict has continued to escalate; the oil supply shortfall driven by the Strait of Hormuz blockade has pushed up oil prices and inflation expectations. Inflation is currently the core variable in the Fed’s monetary policy.

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