日本经济财政大臣城内实：日本并未放松财政纪律，而是在经济蓝图中以可验证的形式展现。

The Trump administration will approve South32’s $2 billion zinc‑manganese mine in Arizona, the U.S. Forest Service said, planning to issue a decision on Tuesday. The project, near the U.S.–Mexico border in the Patagonia Mountains about 80 km southeast of Tucson, was designated for expedited review by the Federal Permitting Improvement Steering Council and is the first mining project under USDA to receive accelerated treatment. South32, headquartered in Australia, says the site contains one of the world’s largest undeveloped zinc deposits and other minerals critical to steel production and large-format batteries; full production is targeted for 2029. The company plans to prioritise supplying mined copper to U.S. domestic smelters.

At the NATO summit in Ankara President Erdogan said the US has pledged aircraft, signaling a substantive thaw in defence ties frozen over Turkey’s purchase of Russia’s S-400 system. The Trump administration reportedly moved to bypass congressional restrictions to advance F110 engines and potential backing for Turkey’s F-35 participation, reflecting transactional diplomacy to court a geopolitically pivotal Ankara. The package drew strong opposition from Israel and other regional allies but directly bolstered confidence in Turkey’s defence supply chain and eased tensions on NATO’s southeastern flank in the near term. Macro/market takeaways: a warmer US‑Turkey relationship could prompt regional realignments after multi-front Middle East clashes, support TRY stabilization, and shift georisk premia from acute bilateral isolation toward a broader geopolitical tug-of-war.