Global Market Outlook: Key Events Shaping US and Indian Markets (June 2–8, 2025)

Uncover critical economic and policy events from June 2–8, 2025, driving US and Indian market dynamics, including labor reports, central bank decisions, and global energy shifts.

Global Market Outlook: Key Events Shaping US and Indian Markets (June 2–8, 2025)

Introduction

From June 2 to June 8, 2025, global markets face a dynamic week of economic releases and policy moves. Investors in the US and India should prepare for potential shifts in stocks, bonds, and currencies as these developments unfold.

Weekly Economic Calendar and Market Drivers

Monday, June 2, 2025

• US Manufacturing PMI (May)
  This metric reflects the vitality of US manufacturing. A value above 50 denotes growth, while a drop below could spark concerns, influencing equity prices and bond yields.

Tuesday, June 3, 2025

• India's Q1 GDP Data
  A key measure of India’s economic progress, this release highlights growth trends. Robust or sluggish results may sway investor sentiment, capital inflows, and expectations for policy easing.

Wednesday, June 4, 2025

• US ADP Employment Report (May)
  This private-sector jobs snapshot hints at broader labor trends. Surprises here could alter views on Federal Reserve actions, impacting stock indices and the dollar.

Thursday, June 5, 2025

• US Initial Jobless Claims
  Tracking new unemployment filings, this data signals labor market strength. A sudden rise might hint at economic cooling, affecting market confidence and policy outlooks.

• India's Services PMI (May)
  A pulse on India’s vital services industry, a strong or weak reading could move the rupee and shape views on the Reserve Bank of India’s next steps.

Friday, June 6, 2025

• US Non-Farm Payrolls (May)
  A cornerstone labor report, projections suggest job growth may dip to 130,000. Weaker data could fuel rate-cut hopes, while strong figures might lift the dollar.

• US Unemployment Rate (May)
  This indicator sheds light on workforce health. An uptick could pressure markets, signaling challenges ahead for economic growth.

• US Average Hourly Earnings (May)
  Rising wages might stoke inflation fears, potentially nudging the Federal Reserve toward tighter policy, impacting bonds and equities.

Saturday, June 7, 2025

• OPEC+ Meeting
  Discussions on boosting oil output by 411,000 barrels per day in July 2025 aim to balance prices. A decision could ease or lift oil costs, rippling through energy stocks and inflation in both nations.

Key Influences to Watch

• US Trade Policy Updates
  Legal rulings on June 5 and 9, 2025, tied to tariffs from President Trump’s agenda could shift trade costs. Outcomes may drive volatility in US markets, affecting industries and consumer prices.

• Federal Reserve Direction
  Balancing inflation and job growth remains tricky. With rates at 4.25%–4.50% in May 2025, this week’s data could hint at rate cuts or hikes, swaying bonds, stocks, and currency values.

• India’s Monetary Stance
  With inflation at 2.92% in April 2025, experts see scope for the RBI to cut rates by 75 basis points by late 2025. Easing could lift Indian markets and draw global investment.

• Geopolitical Dynamics
  G7 and NATO talks this week may touch on trade, energy, and security. Shifts in US-China relations, Middle East tensions, or European stability could jolt oil, gold, and equity markets worldwide.

Conclusion

The June 2–8, 2025, window brings a flurry of economic data, policy calls, and global events poised to influence US and Indian markets. From jobs and wages to oil and trade rulings, staying informed is crucial. Investors should consider diversified strategies to manage risks and seize potential gains amid these shifts.