A股光伏设备板块盘初走弱，阳光电源跌超15%，锦浪科技、正泰电源、帝尔激光、固德威、上能电气跟跌。

Glenmede strategists Jason Pride and Michael Reynolds expect US June unemployment to remain at 4.3% and nonfarm payrolls to rise about 87k, down from May’s 172k. They say that, despite the slowdown, the labour market remains resilient amid low hiring and low layoffs. The pair note the Fed’s focus has shifted toward inflation, so the timing of any policy easing will depend more on inflationary pressure than on employment growth.

Market sources: The Bundesbank is seeking regulatory authority over Germany's large pension system.