日本財務大臣片山皋月：具體貨幣政策要由日本央行決定。

Nonfarm payrolls rose 57k in June, with the prior two months revised down a combined 74k; unemployment rate fell to 4.2%. Labor force participation dropped to its lowest level in over five years. Leisure and hospitality posted the largest payroll decline since 2020; retail trade and information sectors also cut jobs. Healthcare and social assistance continued robust hiring; manufacturing added jobs but remains slightly below early‑2025 levels. S&P 500 rallied and U.S. Treasury yields fell as investors trimmed odds of additional Fed rate hikes this year.

BofA says investors sold U.S. equities at the fastest pace since March. A Michael Hartnett-led team, citing EPFR Global, reports $17.2bn of outflows in the week to July 1 — the first weekly redemption in three months after strong inflows earlier this year. Flows favored international stocks: Japan saw the largest inflow in seven weeks at $1.9bn. Continued skepticism over AI-driven valuations weighed on chip names; the Philadelphia Semiconductor Index fell about 11% over the past two trading days.