US EMPLOYMENT FALLS

The revision of official figures revealed that the United States experienced a net loss of 13,000 jobs in June — a situation not seen since December 2020, according to government data.

This downward adjustment adds to the slowdown already observed in August, when the Department of Labour reported that the economy created only 22,000 new jobs.

This figure fell far short of economists’ expectations, with Wall Street Journal analysts projecting an increase of 75,000 jobs.

WILL THE FED CUT INTEREST RATES?

The likelihood of interest rate cuts has surged following weak labour market signals. Markets are now pricing in three rate cuts from now until December, one at each meeting.

The probability of a more aggressive cut rose to around 38% after the disappointing data. This shows that markets now perceive a higher risk of economic slowdown, increasing pressure on the Federal Reserve to act more decisively.

ERIC TRUMP: BITCOIN TO REACH ONE MILLION DOLLARS

At an international cryptocurrency conference in Asia, Eric Trump, son of the US President, made a statement that sent shockwaves through investors and specialists.
“In the coming years, Bitcoin will reach one million dollars. Without doubt,” said the businessman.

He also stressed that he currently dedicates “90% of his time” to the digital asset community. His remarks made headlines and reignited the debate about the future of cryptocurrencies.

Eric Trump highlighted Bitcoin’s fixed supply of 21 million BTC as superior to gold and traditional assets. He predicted “explosive” growth in the crypto sector over the next 12 to 18 months.

CRYPTO ADOPTION IN LATAM

The 2025 Global Crypto Adoption Index highlights the growing role of Latin America as the second fastest-expanding region for digital asset use.

According to Chainalysis, transaction volume in the region rose from 53% in 2024 to 63% in 2025.

Brazil ranks fifth globally, consolidating its position as regional leader. Venezuela occupies 18th place, driven by crypto adoption as a way to overcome economic restrictions. Meanwhile, Argentina ranks 20th, boosted by inflation and strong demand for stablecoins.

ORACLE: EVERYTHING IN GREEN

Oracle shares surged more than 22% in after-hours trading on Tuesday, following the company’s optimistic revenue growth forecast in its cloud business and a rising order backlog that pointed to strong AI-driven demand.

Oracle collaborates with Amazon, Google, and Microsoft through Oracle Cloud Infrastructure (OCI), which provides tools to manage resources across multiple public clouds — AWS, Google Cloud, and Microsoft Azure — from a single dashboard.

This enhances portability, scalability, operational efficiency, and business continuity.

MultiCloud database revenues from Amazon, Google, and Microsoft grew at an impressive pace of 1,529% in Q1, according to the company.

Looking ahead, Oracle said it expects OCI revenues to grow 77% to $18 billion this fiscal year, and then expand to $32 billion, $73 billion, $114 billion, and $144 billion in fiscal years 2027, 2028, 2029, and 2030, respectively.

STABLECOINS: THE NEW ERA OF DIGITAL PAYMENTS

Between June 2024 and June 2025, USDT processed over $1 trillion in monthly payments, peaking at $1.14 trillion in January 2025.

Meanwhile, USDC ranged between $1.24 trillion and $3.29 trillion monthly, with a notable surge in October 2024.

These figures show that stablecoins like USDT and USDC not only dominate cross-border payments but have also become essential assets for institutional liquidity.

In Venezuela and Argentina, their adoption is directly tied to local currency devaluation.

APPLE: NO SURPRISES WITH THE NEW IPHONE 17

Apple failed to impress investors with the presentation of the iPhone Air — the thinnest smartphone in its history — and the iPhone 17, which promises enhanced processing power, improved cameras, longer battery life, durability, and other advanced features.

Following Tuesday’s event unveiling its new flagship models, Apple shares fell more than -1.5%.

According to analysts, while there was some innovation, the market had expected a stronger impact or more disruptive novelties.

ASML UNDER THE SPOTLIGHT

ASML’s reported €1.3 billion investment in French artificial intelligence startup Mistral AI could reshape perceptions of the company.

Reuters reported on Sunday that ASML has become the startup’s largest shareholder, securing a seat on its board of directors.

ASML manufactures advanced lithography equipment, essential for semiconductor production, and is a key supplier to major firms such as TSMC and Intel.

The company, alongside TSMC, has greatly benefited from growing chip demand driven by AI.

ASML’s lithography machines are highly advanced tools used to manufacture chips found in smartphones, computers, and other electronic devices.

COMPANIES TO WATCH

From a technical analysis perspective — considering RSI, divergences, Fibonacci, Elliott Waves, and price action — the following are in interesting zones: Deere, Strategy, KO, and within Argentina’s Merval index: Galicia, YPF, and Pampa Energía.

For the latter, investors must carefully evaluate risk given the current political situation in Argentina.