This Week's Macro Highlights: Strong Non-Farm Payrolls Boost Rate Hike Expectations, US Tech Stocks Lose Over $1 Trillion in Market Cap in a Single Day

BlockBeats News, June 6th. In the United States, the May non-farm payroll added 172,000 jobs, significantly exceeding the market's expected 85,000 jobs, driving a repricing of the Fed's policy path. The probability of a rate hike in December has risen to 63%, and several Fed officials have sent hawkish signals. As a result, the US Dollar Index returned above the 100 mark, gold fell for the fourth consecutive week, and US tech stocks suffered a sharp decline on Friday, with the Philadelphia Semiconductor Index plunging 10% in a single day, causing a market value evaporation of over $1 trillion.

This week, the situation in the Middle East remains tense. US-Iran negotiations have stalled due to the asset unfreezing issue. Iran has warned that it will expand the scope of its attacks if the conflict escalates. The draft management plan for the Strait of Hormuz has entered the review stage, and the situation in Lebanon continues to heat up.

In the capital markets, SpaceX announced that it will debut on the Nasdaq on June 12th, with an issue price set at $135, expecting to raise $75 billion, with a valuation close to $1.8 trillion. However, the S&P 500 index has rejected swift inclusion of the stock, requiring a minimum of 12 months of trading history and four consecutive quarters of GAAP profit.

On the regulatory front, Futu, Tiger Brokers, and Long Bridge Securities have successively announced that starting from June 12th, they will suspend new buy-in and fund transfer services for mainland Chinese clients, retaining only position management and sell functions to comply with industry rectification requirements.

The Bank of Japan has sent a strong signal for a rate hike, with the market expecting it to raise the policy rate to 1% at the June meeting, the highest level since 1995. The overnight index swap market shows that the probability of a rate hike has exceeded 80%.

According to data from the World Gold Council, global central banks resumed net gold purchases in April. The People's Bank of China increased its gold holdings by 8 tons in that month, marking the 18th consecutive month of increases, while the National Bank of Poland led globally with a 14-ton gold purchase.

In the tech sector, Alphabet announced an increase in the financing size from $800 billion to $847.5 billion to accelerate AI infrastructure construction. Berkshire Hathaway participated in a $10 billion private placement. NVIDIA CEO Jensen Huang announced the launch of the RTX Spark super chip at COMPUTEX 2026, stating that the "PC is undergoing a redesign for the first time in 40 years," making a full bet on Windows AI PC and AI agent era.