美国6月ADP就业人数 9.8万人，预期11.8万人，前值12.2万人。

With gasoline around $4/gal, fuel‑efficient hybrids have become among the most sought-after models at U.S. dealerships. Cox Automotive estimates 1H hybrid sales rose more than 9% while overall U.S. light‑vehicle sales fell about 3%; hybrid deliveries are up over 80% since 2023 and hybrids’ market share reached a record 14% in Q1. Honda and Toyota occupy seven of this year’s top‑10 best‑selling hybrid models; U.S. automakers have only Ford’s Maverick pickup in the top ten. Given limited hybrid lineups, Detroit automakers risk ceding near‑term volume and share in the strengthening hybrid market.

ECB Governing Council member Nagel said June's move was never a preemptive rate hike.