<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/05855607050840019826d35e3e1adc54&quot; frameborder=&quot;0&quot; width=&quot;1920&quot; height=&quot;1440&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1440</height><width>1920</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1440</thumbnail_height><thumbnail_width>1920</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/05855607050840019826d35e3e1adc54-faea55122e5e791b.gif</thumbnail_url><duration>550.9629</duration><title>The Week Ahead - June 30 - July 3, 2025</title><description>Good morning, everyone. This week is crucial as we approach the employment report on Thursday, which is a key indicator for the Fed&apos;s decision-making regarding interest rates. Last week, the PCE inflation measure came in light on the headline but a bit hotter on the core, and we expect non-farm payrolls to be around 110,000 with an unemployment rate potentially ticking up to 4.3%. I encourage you to pay close attention to the various data releases this week, including ISM manufacturing and ADP payrolls, as they will help us gauge the employment market&apos;s health. Let&apos;s stay informed and prepared for any market movements that may arise from these reports.</description></oembed>