路透调查：巴西雷亚尔未来6个月将贬值3.7%，至1美元兑5.20雷亚尔；未来12个月将贬值5.5%，至1美元兑5.30雷亚尔，5月调查时的预期为1美元兑5.25雷亚尔。墨西哥比索未来12个月将贬值3.6%，至1美元兑17.92比索，5月调查时的预期为1美元兑17.87比索。

Bank of Japan Governor Ueda said the BOJ will decide the pace of future rate hikes by carefully assessing the likelihood and risks to achieving its economic and inflation forecasts, and will monitor the impact of the Middle East conflict.

The European Commission has proposed a "tech sovereignty" package to bolster EU tech capabilities and reduce dependence on non-EU tech giants, covering semiconductors, cloud services, data centers and artificial intelligence. The measures require negotiation and approval by the European Parliament and EU Council. EU officials warned that critical technologies for devices, infrastructure operation and sensitive data storage are increasingly reliant on non-EU firms, and said renewed US-EU tariff and geopolitical tensions during a second Trump term have intensified the urgency for greater independence.