⢠What Is #NFPwatch?
â#NFPwatchâ refers to monitoring the U.S. Non-Farm Payroll reportâa monthly snapshot of job creation excluding farm and public-sector employment. Released each first Friday at 8:30âŻamâŻET, itâs one of the most market-moving economic data points. It directly affects equities, Treasuries, the U.S. dollar, gold, and can shift expectations for Federal Reserve interest rate policy (binance.com).
âąď¸ Todayâs Expectations
Date & Time: JulyâŻ3, 2025 at 8:30âŻamâŻET (12:30âŻUTC)
Forecast (June jobs): +120,000 to +140,000 (prev. +139,000 in May) (naga.com)
Unemployment rate predicted: 4.3% (up from 4.2%) (naga.com)
Average hourly earnings: ~+0.3â0.4% m/m, ~3.9% y/y (naga.com)
đ§Š Why It Matters
Laborâmarket momentum: Recent data suggest coolingâADP reported a 33,000 drop in privateâsector jobs in June, heightening recession worries (marketwatch.com).
Fed policy signals: Cooling could reinforce expectations of a July rate cut; stronger data would support a pause (marketwatch.com).
Global backdrop: Longâterm concerns like an aging population and low immigration may constrain future job growth, complicating policy choices (reuters.com).
đ Market Watchpoints
Jobâcreation surprise: Higher-than-expected gains â dollar & yields up; softer â bonds/gold rally.
Unemployment rate: Rising jobless rate could fuel Fed rate cut bets.
Wage growth: Sustained wage inflation could delay cuts, limit bond upside.
Revisions: Large downward changes to prior months can amplify market impact.
⢠Markets are highly sensitive. A disappointing print (jobs under 120k, rising unemployment) could tilt the odds toward a July rate cut. Stronger data would justify current Fed rate pause expectations.