Its Afridi Official

#usadp98kmiss
💀
DISASTER & HUMANITARIAN CRISIS
• VENEZUELA EARTHQUAKE DEATH TOLL TOPS 2,300 — Nearly 50,000 remain unaccounted for as the devastating twin earthquakes (M7.2 and M7.5) that struck on June 24 enter their 9th day. Rescue operations continue "against impossible odds" as the survival window closes. International aid teams are on the ground amid a deepening humanitarian emergency across northwestern Venezuela's coastline.

⚔️
RUSSIA-UKRAINE WAR
• MASSIVE RUSSIAN STRIKE HITS KYIV — Waves of ballistic missiles and strike drones pounded Kyiv overnight on July 1-2, hours after President Zelenskyy warned of an impending "massive" attack. At least 11 people wounded, an apartment building in central Kyiv "destroyed." Explosions heard across all 10 city districts. Hundreds fled to metro stations for shelter.

🕊️
MIDDLE EAST & DIPLOMACY
• US-IRAN DOHA TALKS CONCLUDE — Indirect negotiations between the US and Iran wrapped up in Qatar, focused on reopening the Strait of Hormuz and extending the fragile ceasefire. Iran agreed to open a "communication channel" on a memorandum of understanding. Qatari mediators brokered sessions between Steve Witkoff, Jared Kushner, and Iranian officials.
• TRUMP THREATENS IRAN AGAIN — President Trump warned Iran it will "no longer exist" if it breaches the ceasefire, following US strikes on Iranian missile storage facilities and coastal radar sites. The Strait of Hormuz — handling one-fifth of global oil trade — remains a key sticking point.
🇺🇸
US POLITICS & 250TH ANNIVERSARY
• TRUMP TAKES MAIDEN FLIGHT ON QATARI AIR FORCE ONE — President Trump flew on the $400M Boeing 747-8 gifted by Qatar for the first time on July 1, heading to North Dakota to open the Theodore Roosevelt Presidential Library. The flight raises Emoluments Clause concerns as the US celebrates its 250th anniversary.
$QAT.ETF
$WAL
$EAT.US

#usadp98kmiss
Reports of IAEA access to targeted nuclear sites 'false': Iran Parl. speaker
Wednesday, 01 July 2026 9:57 PM
Iran's Parliament Speaker Mohammad Baqer Qalibaf (L) speaks during a televised interview aired on July 1, 2026. (Photo by IRNA)
📷

Iran's Parliament speaker and top negotiator rejects reports of access by inspectors from the International Atomic Energy Agency (IAEA) to the country's nuclear sites that were targeted during unprovoked American-Israeli aggression.

Mohammad Baqer Qalibaf made the remarks during a televised interview aired on Wednesday, asserting that access to those facilities remains restricted under Iranian law.

Inspectors are currently permitted to visit only two nuclear facilities, namely the Bushehr Nuclear Power Plant in southern Iran and the Tehran Research Reactor, the top legislator said.

"Access has been limited exclusively to these two sites, and we remain committed to that arrangement," he stated.

Matters concerning access to the targeted facilities have been addressed through relevant legislation and decisions made by Iran's Supreme National Security Council (SNSC), he said, stating that the Islamic Republic's conduct in the area is, therefore, governed by those decisions.

Remarks on talks

Addressing talks with the United States, Qalibaf said the process remains confined to the 14 clauses contained in the memorandum of understanding that was recently signed by the two sides with the aim of ending the cycle arising out of the latest bout of unwarranted American-Israeli aggression.

"The United States cannot add a single clause" beyond those 14 provisions, he remarked.

The official also said Washington had previously maintained that it would not release funds belonging to Iran, but later agreed, following travel by Iranian officials to Qatar and Doha's mediation efforts, to release $6 billion in Iranian assets and undertake the release of an additional $6 billion.
$VET
$WLD
$XLM

#usadp98kmiss
Criptomonedas , informe Miércoles 1 de Junio

Muy buenos días ,
✅
hoy se publicó el dato de empleo ADP de junio que salió 98K vs 118K

esperado y 122K anterior ,
🟢🟢🟢
es claramente más débil de lo esperado.
Es una señal de que el mercado laboral privado de EE.UU. se está enfriando con fuerza y es un dato favorable para la renta variable porque podría
🍀
enfriar el tono Kawkish de Warsh y es un adelanto del dato de mañana Jueves
⚠️⚠️⚠️
Nominas no Agrícolas y tasa de desempleo , si los datos se mantienen débiles sería un argumento clave para un
🍀
cambio de tono en Kevin Warsh que está en SINTRA y tiene una conferencia de prensa programada .

🟢
los principales índices Americanos bajan hoy luego de la publicación de ADP por el impacto en la industria y el consumo , los Metales suben , GOLD: +0,41% , PAXGUSDT: +0,44% y SILVER: +0,31% .

✅
Las Criptomonedas suben luego del dato de empleo ADP ya que se espera un Warsh menos Hawkish lo que favorece a la recuperación de los activos de riesgo donde Bitcoin BTCUSD sube +1 % , IBIT: 0,78 % y MSTR: 7 % mientras que
❌
la falta de avances en Iran complican el acuerdo y elevan el tono en Trump que ha estado ha estado muy agresivo públicamente y ha amenazado repetidamente con retomar bombardeos, “tomar el control” de Ormuz o que “la República Islámica de Irán dejará de existir” si siguen violando el acuerdo , mientras Steve Witkoff y Jared Kushner a Qatar, se reunieron con el primer ministro qatarí luego de esta reunión Bloomberg que dijo hoy : “ Los negociadores estadounidenses Jared Kushner ySteve Witkoff tuvieron discusiones positivas con líderes regionales en Qatar y las conversaciones técnicas con Irán están avanzando .

$S
$TRX
$U

#usadp98kmiss
Mañana
ET se publican los datos de empleo de EE.UU. más importantes del mes:

🔸
Nóminas No Agrícolas (NFP) de junio
Expectativa: +114K | Anterior: +172K

🔸
Tasa de Desempleo de junio: 4,3% (sin cambios esperados)
Hoy el
ADP
Employment Report (empleo del sector privado) anticipó debilidad: solo +98K vs ~118K esperado y +122K del mes anterior.
Esto sugiere que el mercado laboral se está enfriando más rápido de lo previsto, lo que aumenta las probabilidades de un NFP débil mañana.
Posibles impactos en los mercados:
• USD con presión bajista
• Soporte para bonos y metales preciosos (oro y plata)
• Mayor probabilidad de recortes de tasas por parte de la Fed
• Volatilidad en acciones y cripto
$POL
$QNT
$RE

#usadp98kmiss
he US labor market is cooling, but not cracking. ADP missed at +98k, yet wage growth is still sticky and layoffs remain low. That’s the Fed’s nightmare mix: weaker hiring, not weak enough inflation. NFP decides the next trade.
$TLTP.ETF
$QQQB
$DXYZ.US

#usadp98kmiss
The current gold market is marked by a fierce interplay of bullish and bearish fundamental and data-driven factors, resulting in a complex, volatile pattern characterized by “short-term data triggering rebounds, medium-term interest rate prospects exerting downward pressure, and geopolitical tensions providing support.” Below are the most critical news developments as of today (July 2, 2026): I. Key The Tug-of-War Between Employment and Inflation 1. Sharp Drop in U.S. ADP Employment (Direct Catalyst) Data Highlights: The latest U.S. ADP private-sector employment report for June showed an increase of only 98,000 jobs, significantly below the market expectation of 118,000. Market Impact: As a “mini-preview” of the Nonfarm Payrolls report, this severely disappointing data directly suggests that the labor market is cooling, driving U.S. Treasury yields down rapidly and serving as the direct catalyst for gold’s strong, more than 2% rebound from above 3,950, as shown in the chart. 2. This Week’s Top Event: Friday’s Nonfarm Payrolls (NFP) Report Key Focus: The market’s full attention is currently focused on the U.S. June Nonfarm Payrolls report and unemployment rate, set to be released this Friday. Trading Tip: If the NFP data also confirms labor market weakness, gold’s short-term rebound will break through 4,065 and target 4,100; if the data comes in unexpectedly strong, it will directly end the H1-level rebound shown in the chart, causing gold prices to fall back below the 4,000 threshold.
$ME
$NEO
$OP

#USADP98KMiss

ADP NONFARM EMPLOYMENT (JUNE): +98K

VS. +118K EXPECTED
VS. +122K PRIOR
$JST
$LTC
$KSM

#usadp98kmiss
PAYROLLS CAN MISS BOTH WAYS:

The June jobs report lands at 8:30am ET, and for once the market is not rooting for a strong number - it is rooting for a middle one. The broad S&P 500 proxy
SPY
at $744.54 (premarket), -$1.22 / -0.2% waits within about a percent of its record, and this morning's print can hurt it from either side: too hot feeds the rate-hike case, too cold feeds the recession case. Today the tape grades against a window, not a bar.

Here is why the usual scoring is suspended. Most of the time, more jobs is plainly good for stocks - workers earn, earners spend, companies sell more. But stock prices also lean on interest rates, and the jobs report is the single loudest input the Federal Reserve gets. Right now the Fed's stated worry is inflation, not growth: Chair Kevin Warsh told the European Central Bank's forum in Sintra, Portugal this week that inflation risks have come down, while insisting for days that prices remain too high - and interest-rate futures have been pricing real odds that the Fed's NEXT move is a hike as soon as September, not a cut. In that regime, a blowout jobs number reads as fuel on the inflation fire, and good news gets sold. A collapse reads as the economy stalling, and bad news gets sold too. Only the middle - a labor market cooling without cracking - keeps both fears quiet at once.

Now the number itself. The Bureau of Labor Statistics reports at 8:30am ET - a day early, because US markets close Friday, July 3 for Independence Day - its official count of how many workers employers added to payrolls in June. Consensus sits near 115,000, a clear step down from the 172,000 added in May, with unemployment - the share of people who want work but cannot find it - expected to

$GNO
$HOT
$ID

#usadp98kmiss
Macro loses US
bid, while Tankan surges into a fresh Hormuz toll risk.

•
US: ADP +98K vs 118K
; GDPNow +1.2%
• CPI: EU 2.8%
vs
3%; SK 3.2%
• PMI:
US
53.9 (ISM 53.3); EU 51.4; UK 52.5; JP 54.8; SK 52.1; CN 51.7
• JP Tankan 22
vs 16; Conf 33.8 vs
34.1
• SK Trade $36.15B

Next:
• US NFP/Jobs/Orders, CA/SG PMI, CH CPI Jul 2
• US/EU/ES/IT Unemp, AU Trade, HK Retail Jul 2

🇺🇸
Today we see much weaker US growth.

ADP payrolls rose just +98K versus +118K expected.

Atlanta Fed GDPNow then dropped to +1.2% from +2.5%.

That is a major downgrade in the live growth tracker.

Manufacturing also softened:

→ S&P Global PMI 53.9 vs 55.7
→ ISM 53.3 vs 53.8
→ New orders eased to 56.0 from 56.8

The more constructive part was inflation pressure.

ISM prices paid fell to 73.0 from 82.1.

That is still elevated.

But it is a meaningful cooling in factory-price pressure, especially after the Hormuz supply scare.

Labour inside the ISM survey improved slightly, though.

Employment rose to 49.7 from 48.6.

It is slower hiring and growth momentum, with less pricing pressure underneath.

🇪🇺
Europe got the cleanest inflation relief.

Eurozone CPI slowed to 2.8% versus 3.0% expected.

Core CPI eased to 2.4% versus 2.5%.

Monthly headline CPI fell -0.1% after +0.1%.

Manufacturing stayed just in expansion:

→ Eurozone 51.4 vs 51.3
→ Germany 50.3 vs 50.0
→ France 51.2 vs 50.7

🇪🇸🇮🇹
But Spain and Italy softened:

→ Spain 49.7 vs 51.0
→ Italy 52.2 vs 52.4
$DOT
$ESP
$FF

#usadp98kmiss
1 July | Daily Economic Calendar

A busy macro session is ahead.

Markets will focus on Eurozone CPI,
US ADP
employment, S&P Global and ISM Manufacturing PMIs, and crude oil inventories.

Eurozone inflation is expected to ease to 3.0%, while ADP
emp
loyment growth is forecast at 118K.

The data could shape expectations for labor demand, inflation, Fed policy, yields and broader risk sentiment.
$AT
$BB
$CRV

#usadp98kmiss
ADP Jobs Data Comes In Light
📊

ADP Nonfarm Employment Change: 98K vs 118K est
❌

Takeaway:
Private payrolls came in below expectations, showing hiring cooled more than economists were looking for.

This adds another data point suggesting the labor market may be slowing.

👉
Hiring softer than expected

👉
Labor market cooling

👉
Fed will be watching closely
$DOT
$ETC
$HOT

#usadp98kmiss
Today, we got the ADP number at 98k
, and many are claiming it's strong.

Let me recall people that since we have data (2011), an economy that is “expanding” requires around 300k (blue line below). And we are comparing it to the 2010s, which were really flat in job creation, so it could be around 400k-450k for an expanding economy.

The number we have today and the moving average are well below those of an economy that is supposedly “expanding,” and we can see that on the chart. The number resonates more with an economy that is decelerating or deflating before contracting.

The conclusion is always the same, even among economists: PEOPLE DON'T LOOK
$ZEC
$ZKC
$ZBT

#usadp98kmiss
US macro events to watch
🇺🇸

Wednesday

ADP Non-Farm Employment Change (forecast: +118K)
An early read on the labor market ahead of Friday's employment report. Markets will watch for signs of hiring strength or slowing momentum.

Fed Chairman Warsh Speaks
Any comments on inflation, interest rates, or the economic outlook could influence expectations for Fed policy.

Final Manufacturing PMI (forecast: 55.7)
A final look at manufacturing activity, although its market impact is typically smaller than the ISM release.

ISM Manufacturing PMI (forecast: 53.8)
One of the key gauges of US manufacturing. Traders will focus on growth, demand, and business activity.

ISM Manufacturing Prices (forecast: 77.7)
A closely watched inflation indicator that provides insight into pricing pressures within the manufacturing sector.

Construction Spending m/m (forecast: +0.1%)
Offers a snapshot of investment activity across residential and commercial construction.

Crude Oil Inventories (forecast: -2.9M)
A major driver of oil price volatility, with broader implications for energy markets and inflation expectations.

President Trump Speaks
Markets will monitor any remarks on trade, fiscal policy, or the broader economic outlook.

Bottom line:
Wednesday is packed with market-moving US data, led by ADP and the ISM reports, while Fed and presidential remarks could add further volatility throughout the session.
$AAPL.US
$SAMSUNG
$SKHYNIX

#usadp98kmiss
June ADP
Significantly Weaker Than Expected
Short-Term Bullish for Risk Assets

🔹
Actual: +98K

🔹
Expected: +118K

🔹
Previous: +122K (revised)

Key Takeaway:

Missed by ~20K → Labor market cooling → Higher Fed rate cut odds → Risk-On for BTC
, Crypto & Risk Assets (short-term)

Watch this week's NFP for confirmation. July catalyst incoming?
$BTC
$SOL
$BNB

#usadp98kmiss
U.S. private payrolls came in at 98K vs 118K
expected (122K prior). Labor market showing further signs of slowing → markets now turn to NFP and Fed expectations.

How will the market react
🤔
$NVDAB
$NVDA.US
$GOOGL.US

which memecoin is going to 10000x?

drop the ticker
$MEME
$memes
$MEME .ETF

#USADP98KMiss
Will DOGGE reach $1 soon⁉️❤️‍🔥
Will TRUMP again reach $80⁉️🔥
Will ICP hit $100 this year🚀

I dare say that 99% of people cannot understand what is on the screen behind Musk?

Every question you can predict from this clip
$DOGE
$TRUMP
$ICP

is it possible if ETH goes down 1k2 guys?
#ETHETFsApproved

🇺🇸 PRESIDENT TRUMP ❤️

"Bitcoin ( BTC) and crypto ( XRP) will skyrocket like never before, beyond your expectations."

#USLiftsExportControlsOnAnthropicModels

$ADA
Tell the wales that whatever they are cooking we are indeed preparing for them 🚨🚨🚨😀

I see some good swing trade if market is able to hold above 0.160$

It could move in to 0.190$ and then to 0.2300