UK PM Starmer's spokesperson says the UK will not restore freedom of movement with the EU during this parliamentary term.

穆迪主权分析师：日本显现持续增长和通胀稳定的迹象。

JPY remains the preferred funding currency for Latin American arbitrage/carry trades despite a sharp BRL/JPY drop after Lula’s re-election. Other regional currencies — CLP, COP and MXN — have firmed, indicating sustained demand for LatAm assets as destinations for yen-funded flows. Standard Chartered’s Tokyo head of Japan financial markets said the arbitrage dynamic is intact, BRL trading in Asian hours is relatively limited and Japanese investors have not built large BRL positions, suggesting spillovers to Japan should be manageable. Borrowing JPY to buy LatAm assets typically benefits from higher local rates, but pronounced currency depreciation can materially erode returns.