墨西哥經濟部長埃布拉德：美國貿易代表格里爾表示，美國希望在未來10年內每年對《美墨加協定》進行審查。我們將於7月20日再次與美國貿易代表就《美墨加協定》舉行會談。

JEITA released data on June 30 showing April 2026 shipments of passive components by Japanese manufacturers totaled ¥231.4 bln, up 18% YoY. Strong demand for passive components drove consecutive monthly increases, with capacitor shipments reaching a single-month record.

The World Gold Council says its benchmark scenario and market consensus imply the Fed will hike at least once in 2026, most likely in October, while the Bank of England, Bank of Japan and ECB are expected to tighten and U.S. Q2 inflation should peak near 3.9%. Under those assumptions, gold is likely to trade around $4,100/oz this year with roughly ±5% volatility. Upside would come from worsening geopolitical or economic conditions or a shift in rate expectations, though a sustained breakout would likely require a sufficiently strong global slowdown. Downside risks are a stronger dollar, larger-than-expected rate hikes and a return to risk-on sentiment; prolonged trading below $4,000/oz could spur further selling, while declines exceeding 10% historically tend to attract buy-the-dip demand from long-term regional investors.