According to the US Bureau of Labor Statistics, the job market softened significantly in July as the US added just 114,000 jobs during the month and the unemployment rate increased to 4.3%.

Those 114,000 jobs were well short of expectations of 175,000 and down from 179,000 in June (the number was revised lower from the initial report of 206,000).

The unemployment rate of 4.3% increased from 4.1% in June and was higher than the forecast of 4.1%.

Bitcoin's price was virtually unchanged just before the numbers were released, currently trading at $64,888 and up just over 1% from 24 hours ago.

BTC price chart 4 hours | Source: Tradingview

The reaction in traditional markets was much larger, with the 10-year Treasury yield falling 15 basis points to 3.83% and the 2-year Treasury yield falling 23 basis points to 3.93% – both the lowest in more than a year. Stocks are hardly any better as Nasdaq futures are now down 2.3% and the S&P 500 is 1.6% lower.

Similarly, the US dollar decreased by 0.6%. In contrast, gold rose 1.3% to a new record high of $2,513 an ounce.

Checking out other report details, average hourly earnings rose 0.2% in July, below the expected 0.3% gain and 0.3% gain in June. On a year-over-year basis, Average hourly earnings were 3.6% higher than expected 3.7% and 3.8% in June. Average weekly hours also missed expectations, at 34.2 compared to forecasts of 34.3 and 34.3 in June.

Having fully priced in a 25 basis point interest rate cut by the US Federal Reserve (Fed) in September, traders are quickly betting on an even bigger move. According to CME FedWatch, there is now a 70% chance of a 50 basis point Fed cut in September compared to just a 22% chance a day ago. Checking the December meeting shows traders starting to bet on a total of 125 basis point rate cuts between now and the end of the year. A day ago, the overwhelming odds were just for a 75 basis point rate cut by 2024.

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