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US nonfarm payrolls are expected to have risen by 110K in June 2025, marking the smallest increase in four months and a slowdown from May’s gain of 139K. The unemployment rate is projected to edge up to 4.3%, the highest since October 2021, from 4.2%, while wage growth likely eased to 0.3% from 0.4%. Hiring in the leisure and hospitality sector may have slowed, reflecting softer consumer spending on tourism and travel-related services. In contrast, the healthcare sector likely remained a key driver of job growth. Overall, the report is expected to point to a continued cooling in the labor market, as uncertainty surrounding tariffs, trade, and immigration policies leads many employers to adopt a more cautious hiring stance. Nonetheless, the data would continue to underscore a fundamentally resilient labor market, with monthly payroll gains in the 100K-170K range, sufficient to keep pace with growth in the working-age population.

US Nonfarm Payrolls Seen at 110K in June

Equities in Vietnam rose 6 points, or 0.4%, to 1,391 around noon on Thursday, reaching their highest level since April 2022, after US President Donald Trump announced a trade deal with the Southeast Asian country. Under the agreement, the US will impose a 20% tariff on imports from Vietnam, down from the previously planned 46% levy starting next week. Traders welcomed the trade deal, given that the US is Vietnam’s top trading partner, with shipments to the US accounting for about 30% of Vietnam's GDP last year. Most sectors traded in the green, led by consumer non-durables and health services. Top performers included Dai Thien Loc Corp, Phuong Nam Cultural, and Duc Long Gia, which surged 7% each, while Vietnam Container Shipping and Truong Thanh Furniture jumped 6.9% and 6.6%, respectively.

Vietnam Stocks Hit Over 3-Year High on US Trade Deal

Iron ore futures hovered around CNY 725 per tonne on Thursday, near six-week highs, as China ramped up efforts to reduce industrial overcapacity and rein in cutthroat price competition, part of broader measures to combat deflationary pressures. These policies are expected to support China’s struggling steel industry, which has been grappling with low margins and excess production. On the supply side, shipments from major exporters Australia and Brazil have been declining, further stoking market concerns. Recent data showed that top miners including Rio Tinto, BHP, Fortescue, and Vale reported lower exports compared to the previous month. Adding to the bullish tone, a private survey showed this week that Chinese factory activity unexpectedly returned to expansion in June, signaling a potential rebound in industrial demand. The improved outlook is being linked to a temporary easing of US-China trade tensions, boosting sentiment in the world’s largest iron ore market.

Iron Ore Firms as China Reins In Overcapacity

Consumer prices in Switzerland ticked up 0.1% year-on-year in June 2025, rebounding from a 0.1% fall in the previous month, which was the first decline since March 2021. The latest figure also defied market expectations of a 0.1% drop. Prices increased for restaurants and hotels (1.6% vs 1.3% in May) and rebounded for clothing and footwear (1% vs -0.3%). Housing and energy costs remained stable at 1.1%, while food prices were unchanged after a 0.3% decline in the prior month. Meanwhile, prices for transport (at -3.7%) and recreation and culture (at -0.1%) decreased at the same pace as in May. Core inflation, which excludes volatile items such as unprocessed food and energy, edged higher to 0.6% in June from May’s 44-month low of 0.5%. On a monthly basis, consumer prices increased 0.2% in June, following a 0.1% rise in May.

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