📊 NEWS UPDATE FROM THE TEAM - MR.SEA
📆 Date 07/08/2026
1️⃣ U.S. STOCKS & FINANCE
- Dow Jones: Closed yesterday higher thanks to optimism from the Middle East agreement, but sentiment remains cautious ahead of the NFP.
- Asian stocks: Fell on worries about the Iran conflict and rising oil prices, putting pressure on global risk sentiment.
- 10-year Treasury yields: The U.S. dollar and bond yields are moving within a narrow range; the market is “holding its breath” in anticipation.
2️⃣ MACRO POLICY – HOT NEWS
- U.S. trade policy: President Trump has just announced a 100% tariff on semiconductors and raised tariffs on imports from India to 50%. The move immediately pressures risk assets and pushes BTC down to the $64,000 zone.
- FedWatch: The market currently expects the Fed to cut rates by about 30–35 basis points in December.
3️⃣ HOT ECONOMIC POINTS IN THE U.S. – TONIGHT
- Today’s NFP (07/08 at 7:30 PM): Forecast at 83,000 jobs, a slight increase from the previous month’s 57,000, while the unemployment rate is expected to remain unchanged at 4.2%.
- Reviewing the indicators ahead of the NFP:
- ADP (Wednesday): 44,000 jobs, far below the 75,000 forecast, reflecting a clear cooling in the private labor market.
- ISM Services PMI (Wednesday): 54.1, below the 54.5 expectation, but the prices index surged to 70.3—showing inflation concerns are returning, making the Fed’s problem even harder.
- Practical take: If the NFP comes in below expectations, expectations for Fed easing will rise, supporting Bitcoin. But conversely, high price data combined with a weak NFP will be a dangerous signal for all risk assets! @All
📆 Date 07/08/2026
1️⃣ U.S. STOCKS & FINANCE
- Dow Jones: Closed yesterday higher thanks to optimism from the Middle East agreement, but sentiment remains cautious ahead of the NFP.
- Asian stocks: Fell on worries about the Iran conflict and rising oil prices, putting pressure on global risk sentiment.
- 10-year Treasury yields: The U.S. dollar and bond yields are moving within a narrow range; the market is “holding its breath” in anticipation.
2️⃣ MACRO POLICY – HOT NEWS
- U.S. trade policy: President Trump has just announced a 100% tariff on semiconductors and raised tariffs on imports from India to 50%. The move immediately pressures risk assets and pushes BTC down to the $64,000 zone.
- FedWatch: The market currently expects the Fed to cut rates by about 30–35 basis points in December.
3️⃣ HOT ECONOMIC POINTS IN THE U.S. – TONIGHT
- Today’s NFP (07/08 at 7:30 PM): Forecast at 83,000 jobs, a slight increase from the previous month’s 57,000, while the unemployment rate is expected to remain unchanged at 4.2%.
- Reviewing the indicators ahead of the NFP:
- ADP (Wednesday): 44,000 jobs, far below the 75,000 forecast, reflecting a clear cooling in the private labor market.
- ISM Services PMI (Wednesday): 54.1, below the 54.5 expectation, but the prices index surged to 70.3—showing inflation concerns are returning, making the Fed’s problem even harder.
- Practical take: If the NFP comes in below expectations, expectations for Fed easing will rise, supporting Bitcoin. But conversely, high price data combined with a weak NFP will be a dangerous signal for all risk assets! @All