華爾街日報稱，如果美國經濟在6月新增超過10萬個就業崗位，正如經濟學家所預期的那樣，那麼非農將連續四個月實現新增就業超過10萬個的增長，這種情況自2024年初以來從未發生過。

US continuing unemployment claims for the week ended June 20: 1.814 mln, vs. 1.81 mln expected; prior week revised from 1.821 mln to 1.812 mln.

Foreign investors pulled $137.36bn from Asian equities in 1H 2026, a record outflow, with Korea and Taiwan seeing withdrawals of $70.8bn and $29.6bn respectively. A rally in AI chip makers concentrated gains and prompted portfolio rebalancing, with Korea’s KOSPI nearly doubling and Taiwan’s Weighted Index up 62% led by TSMC, Samsung and SK Hynix. Analysts say the selling largely reflects position adjustment away from an unusually concentrated rally rather than broad risk aversion. Capital is rotating from oversized chip leaders into downstream suppliers and lower‑valuation markets, notably Southeast Asia, as investors reassess tech exposure and pursue broader diversification, according to asset managers.