[Morning Report] Are the US employment statistics announced tonight for the first change of government in the UK in 14 years boosting interest rate cuts in September? The ECB is inflation-wary

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The largest opposition party, the Labor Party, won a historic victory in the British general election, and the pound moved slightly within expectations of a change of government for the first time in 14 years
According to the BBC exit poll announced immediately after the end of voting at 22:00 British time, it is expected that the largest opposition party, the Labor Party, led by Party leader Sturmer, will win 410 seats in the English general election. Since 2010, a change of government was realized for the first time in 14 years. The ruling party, the Conservative Party, led by Prime Minister Snak, is expected to remain in 131 seats.
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[Preview] US employment statistics for June are scheduled to be announced tomorrow night Is the scenario of interest rate cuts true in September?
The number of people employed in the non-farm sector in June in the US is scheduled to be announced at 09:30 p.m. on Friday (5th) Japan time. In the market, the number of people employed in the non-farm sector is expected to increase by 0.189 million in June, and the unemployment rate is expected to be 4.0%.
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ECB President Lagarde remains wary of inflation, further data is needed for further interest rate cuts

[Market Voice] Is ASML revising its 24-year earnings forecast upward
According to the research report, UBS analysts are a major Dutch semiconductor manufacturing equipment company $ASML Holding(ASML.US)$The view was expressed that the full-year forecast would be revised upward at the timing of announcing financial results for the fiscal year ending 4/6 (2nd quarter) on 7/17. It is said that this is because there is a possibility that orders for future quarters will increase.

EU finalizes additional tariffs on Chinese EVs to be implemented from 5th
The European Union (EU) confirmed on the 4th that it will impose additional tariffs on electric vehicles (EVs) made in China. In response to the European Commission's earlier clarification of this policy, some automobile manufacturers have been searching for solutions due to concerns that the trade war will intensify, but such efforts have not borne fruit. According to the European Commission, which is the EU's executive body, the new import tariffs will be activated from the 5th and will be maintained for at least 4 months.

Airbus secures communications satellite contract from German military for 366 billion yen
European aviation and defense giant $AIRBUS SE(EADSY.US)$It has obtained a contract worth 2.1 billion euros (about 366 billion yen) to provide the German military with a new military communication satellite system. As geopolitical tension rises, North Atlantic Treaty Organization (NATO) member countries are striving to modernize infrastructure.

AXA and BNP Paribas consider establishing a joint venture for asset management division = report
French insurance giant AXA is considering options for the asset management division and is discussing integration with the asset management division of French financial giant BNP Paribas. Bloomberg reported it as a story from an anonymous stakeholder. According to the same report, the two companies are discussing the establishment of a joint venture. It is said that the total assets managed by the asset management divisions of both companies will be approximately 1 trillion 400 billion euros (about 244 trillion yen).