布倫特原油日內跌幅達1.00%，現報70.54美元/桶。

RBC BlueBay Asset Management analyst Russell Matthews said a coordinated US-Japan FX intervention to lift the yen is unlikely for now, as relatively stable core government bond yields reduce US willingness to act. He warned sustained yen weakness could provoke larger moves in Japanese government bond yields — 10-year JGBs approaching 3.0% — with potential spillovers to USTs and global sovereigns that would increase the case for coordinated intervention. The firm remains neutral on the yen; Matthews added Tokyo's interventions appear "increasingly random and sporadic."

Tim Holland, CIO at Orion Advisor Solutions, said June payrolls rose just 57,000, well below Wall Street’s 115,000 estimate and following three prior reports that beat expectations. Holland said the soft print—while undesirable for workers—reduces the odds of further rate hikes and gives the Fed time to assess whether recent inflation pressures are transitory.