What Happened Overnight — Market Recap

1. SPX crossed 6,000 for the first time since February.

2. SPX +1.03%, Nasdaq +1.20%, Russell 2000 +1.60%

3. US jobs data eased fears of an economic slowdown

USD OIS rates:

Rate cut bets scaled back — just -4 bps priced for July after the jobs report

UST Yields:

1.  2Y > 4.00%

2.  10Y +11 bps → 4.50%

Dollar Index +0.45% → 99.19

Brent Oil +1.8% → $66.49

US will send three officials to London on Monday to resume trade talks with China

Up ahead:

A data-light week with speakers from BoJ, ECB, and BoE in focus