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美国6月ADP就业人数意外骤降3.3万 美元剧烈波动
Xin Hua Cai Jing· 2025-07-02 13:39
Group 1 - The core point of the news is the significant decline in U.S. employment numbers for June, with ADP reporting a decrease of 33,000 jobs, far below the expected increase of 95,000, marking the largest monthly drop since April 2020 [1][2] - The Challenger report indicates that layoffs in June were 48,840, a month-over-month decrease of 48.84% and a slight year-over-year decline of 1.6%, suggesting a reduction in layoff pressures [2] - The labor market's resilience and the Federal Reserve's cautious stance may limit market volatility despite the disappointing ADP data, with attention shifting to the upcoming non-farm payroll report [2][3] Group 2 - In the Eurozone, the unemployment rate slightly increased to 6.3% in May, reflecting uncertainty among European businesses due to tariffs and geopolitical tensions, although overall employment showed a mild increase due to growth in the service sector [6] - The Bank of England faces challenges as market confidence in the UK fiscal situation is reassessed, with concerns about policy continuity and rising expectations for tax increases amid fiscal deficit pressures [7] - The Canadian dollar's outlook improves as trade tensions ease, with optimism surrounding the resumption of trade negotiations between the U.S. and Canada, supported by the removal of a digital services tax [8] Group 3 - Japanese manufacturers expect the average USD/JPY exchange rate for the current fiscal year to be 145.87, with the Bank of Japan planning to purchase 325 billion yen of bonds, which may put pressure on the yen [9]