According to BlockBeats, on June 6th, the US added 172,000 non-farm payroll jobs in May, significantly exceeding market expectations of 85,000. This prompted the market to reprice the Federal Reserve's policy path, raising the probability of a December rate hike to 63%, and several Fed officials released hawkish signals. As a result, the US dollar index returned above the 100 mark, gold fell for the fourth consecutive week, and US tech stocks suffered a sharp decline on Friday, with the Philadelphia Semiconductor Index falling 10% in a single day, wiping out more than $1 trillion in market capitalization.
Tensions remained high in the Middle East this week, with US-Iran negotiations stalled over the unfreezing of assets, Iran warning it would expand its strikes if the conflict escalated, the draft law on the management of the Strait of Hormuz entered the review stage, and the situation in Lebanon continued to deteriorate.
In the capital markets, SpaceX announced its Nasdaq listing on June 12, with an offering price of $135 per share, expected to raise $75 billion and a valuation of nearly $1.8 trillion. However, the S&P 500 declined to include the stock in its fast-track program, requiring it to meet at least 12 months of listing history and four consecutive quarters of GAAP profitability.
In terms of regulation, Futu, Tiger International and Changqiao Securities have successively announced that, starting from June 12, they will suspend new purchases and fund transfers for existing clients in mainland China, retaining only position management and selling functions, in order to comply with industry rectification requirements.
The Bank of Japan has signaled a strong interest rate hike, with the market expecting it to raise the policy rate to 1% at its June meeting, the highest level since 1995. The overnight swap market indicates that the probability of a rate hike has exceeded 80%.
Data from the World Gold Council shows that global central banks resumed net gold purchases in April. The People's Bank of China increased its gold holdings by 8 tons that month, marking the 18th consecutive month of increases, while the Central Bank of Poland ranked first in the world with a purchase of 14 tons.
In the technology sector, Alphabet announced it would increase its funding round from $80 billion to $84.75 billion to accelerate its AI infrastructure development, with Berkshire Hathaway participating in a $10 billion private placement. Meanwhile, Nvidia CEO Jensen Huang announced the RTX Spark superchip at COMPUTEX 2026, stating that "the PC is being reshaped for the first time in 40 years," fully betting on Windows AI PCs and the era of agent-based AI.
