0702：马首富欲立新党，小非农数据崩了！

Group 1 - Musk criticized Trump's "Big and Beautiful" tax and spending bill, suggesting that if passed, it would lead to the formation of a new political party called "American Party" [4] - Trump's interview indicated that Musk's discontent stems from the bill's proposal to eliminate tax credits for electric vehicle consumers, impacting Tesla's interests [6] - A survey revealed that 49% of Americans oppose the bill, while only 29% support it, indicating significant public dissent [9] Group 2 - In June, U.S. private sector employment unexpectedly fell by 33,000, marking the first negative growth since March 2023, with the service sector experiencing its largest decline since the pandemic [13] - Following the employment data, traders increased bets on at least two rate cuts by the Federal Reserve before the end of 2025, with expectations for the upcoming non-farm payroll report [15] - UBS forecasts a modest increase of 100,000 in non-farm payrolls for June, while Citigroup predicts an increase of only 85,000, with concerns about a potential rise in the unemployment rate [15]