アメリカ卸売在庫前月比

アメリカEIA ガソリン在庫の推移

アメリカEIA原油輸入の変化

アメリカEIAクッシング原油在庫の変化

The annual inflation rate in Ukraine eased to 14.3% in June of 2025 from the two-year high of 15.9% in the previous month, marking the first deceleration in consumer prices since March 2024. Inflation slowed sharply for housing and utilities (2.4% vs 20.1% in May), as the base year started to include the impact of Russian strikes in Ukrainian grids and power infrastructure, driving electricity prices be stable on an annual basis (vs 63.6%). This offset the impact of rising inflation in other key sectors. Prices accelerated for transportation (6.2% vs 5.8%) and food and non-alcoholic beverages (23.2% vs 22.1%), mainly due to a smaller harvest last year and cold spring weather that delayed fresh produce. From the previous month, consumer prices rose by 0.8%.

Ukraine Inflation Slows from 2-Year High on Base Effects

European stocks extended gains on Wednesday afternoon, with the STOXX 50 adding 1.1% and the STOXX 600 rising about 0.8% to levels not seen in nearly a month. US tariffs remain the dominant market focus, with US President announcing plans to impose a higher-than-expected 50% tariff on copper imports and also warning that, despite recent progress on a trade agreement with the EU, continued frustration over EU taxes and penalties targeting US tech firms could lead him to unilaterally introduce a new tariff rate within the next two days. The aerospace and defense sector topped a new record high and the banking sectors reached a 17-year high. EssilorLuxottica surged over 5% and was among the top performers following reports that Meta acquired just under a 3% stake in the company. UniCredit soared 3.7% as it increased its stake in Commerzbank to 20%. Conversely, mining stocks declined, with Glencore down 2.3% and Anglo American falling 2%, amid a drop in copper prices.

European Stocks Near One-Month Highs

Stock futures in the US were slightly higher on Wednesday, with contracts on the three major averages edging up 0.3%, with traders continuing to focus on trade announcements. President Trump signaled that updates would be released today. In addition, he also said he planned to implement a 50% tariff on copper imports and threatened to impose tariffs of up to 200% on pharmaceutical imports, though he noted that implementation would be delayed by 12 to 18 months to allow for industry adjustments. Meanwhile, traders await the FOMC minutes release for further insights on when the Fed plans to lower interest rates. Markets continue to bet on two 25bps cuts until the end of the year, with a 63% chance of a first reduction in September. On the corporate front, megacaps were mixed in premarket trading, with Nvidia (0.4%), Microsoft (0.9%), Amazon (0.4%), Meta (0.4%), Alphabet (0.3%) and Tesla (0.4%) booking gains while Apple shares traded around the flatline and Broadcom was down 0.3%.

US Futures Rise on Wednesday

Uranium futures in the US fell to $74.5 per pound from the seven-month high of $79 touched on June 27th as the lack of fresh buying by holding funds allowed utilities to set lower bids. Yellowcake prices had rallied after the Sprott Physical Uranium Trust said it would buy $200 million worth of uranium, twice the amount signaled in its agreement with Canaccord Genuity. Acquisitions by Sprott have commonly been triggers for rallies due to how thin uranium derivatives trade. The move followed the jump in yellowcake prices during May as the US government signaled it would support domestic uranium enrichment capacity, cut regulations and accelerate licenses for reactors, and maintain trade restrictions on major nuclear fuel exporters. In the meantime, top miner Kazatomprom noted it would achieve a mid-point production of 14 million pounds, nearly 20% below its guidance from late 2023, while French Orano said it may close its SOMAIR mine in Niger due to domestic export restrictions.

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