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Mexico’s new ambassador to the U.S. discussed an upcoming round of negotiations on potential renewal of the USMCA trade agreement, alongside bilateral issues (immigration enforcement, anti-cartel efforts) and cooperation around World Cup festivities.
Broadcast highlights: Asian equities up with tech/chips leading on renewed AI-demand optimism; SK Hynix begins trading in New York in a very large foreign listing event; US says Iran talks continue despite renewed strikes (geopolitical risk premium in oil still relevant); Japan: yen strengthens from multi-decade lows amid encouragement for pension funds to invest domestically, while 10Y JGB yields fall ~10bp; Europe final June inflation prints and IEA oil market report due; mention of a large Eu
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