US June unemployment rate 4.2% (consensus 4.3%, prior 4.3%).

Domestic News: 1. Wang Yi spoke with US Secretary of State Rubio by phone, and both sides agreed to continue communication in a flexible manner. 2. CATL's 100,000-ton lithium carbonate production capacity resumed operation. 3. Distributors confirmed the price increase by Yageo, a leading MLCC manufacturer. 4. RatingDog's June China Manufacturing PMI recorded 51.7, marking the seventh consecutive month of expansion. International News: 1. Meta reportedly plans to sell its excess AI computing power. 2. Warsh reportedly appointed Bessant's aide as a Federal Reserve advisor. 3. Micron Technology invested $250 million in the "Trump Account". 4. Trump's advisor Hassett urged the Federal Reserve not to raise interest rates. 5. World Gold Council: Gold prices may trade around $4,100 this year. 6. The US decided not to renew the USMCA (United States-Mexico-Canada Agreement), instead opting for a rolling review and negotiation. 7. Sources: OPEC+ is likely to raise its August oil production quota by 188,000 barrels per day at its meeting on Sunday. 8. US Challenger job cuts totaled 45,849 in June, the lowest level since December 2025. 9. US ADP employment increased by 98,000 in June, the lowest increase since March, below market expectations of 118,000. 10. Speeches by the heads of four major central bank governments—① Federal Reserve Chairman Warsh: Inflation expectations and risks have declined in recent weeks. No forward guidance will be given. The dot plot will remain in place for the short term. My desire to reduce the balance sheet is no secret. ② Bank of England Governor: No interest rate cuts are currently being considered. Policy has already been tightened without raising rates. ③ European Central Bank President: Risks to inflation and economic growth in the Eurozone are now more balanced than they were a few weeks ago. ④ Bank of Canada Governor: We are at the lower end of the neutral interest rate range, roughly at a level that can contain inflation. ⑤ Warsh invited former Bank of England Governor Mervyn King to lead the Federal Reserve's communications working group. 11. Middle East Situation— ① Qatar: Positive progress has been made on the Memorandum of Understanding (MOU), with all parties agreeing to advance discussions. The next meeting will be held after the funeral of the former Iranian Supreme Leader. ② Iran is prepared to sell oil to all countries except Israel. ③ Iran's Deputy Foreign Minister: During talks with Qatar, it was decided to use part of the unfrozen $6 billion to purchase necessary supplies according to Iran's needs. A monitoring group will be established to report and review violations of the MOU through direct communication channels. A working group has been established to monitor the implementation of the MOU and negotiate a final agreement, and is continuing consultations through mediators to determine the time and place for its working group to conduct negotiations. ④ Media reports that the Doha negotiators have reached a preliminary agreement to release $3 billion to Iran. ⑤ US media: The US is attempting to persuade Iran to abandon its toll collection policy, claiming that the benefits after the lifting of sanctions will be "hundreds of times" higher.

TSMC said Gina Proctor, finance head of its Arizona unit, has left her post due to a job transfer.