アメリカNIESR 月間 GDP トラッカー

カナダ2年間のボンドオークション

アメリカ10年債オークション

アメリカFOMC議事録

The Mexican peso strengthened past 18.6 per USD, reaching eleven-month highs, as investors weighed persistent price pressures against strong external balances. June’s unexpected rise in core inflation to 4.24%, its highest since April 2024, has kept market expectations anchored around Banco de México’s cautious pace of rate cuts, preserving a substantial real yield cushion even after the June?26th decision to trim the policy rate by 50?bps to 8%. Meanwhile, robust foreign-exchange inflows—driven by a widening January–May trade surplus of over?$9?billion (including a $1.03?billion surplus in May) and record June remittances of $5.7?billion—have fortified the central bank’s FX reserves. Externally, the US dollar’s slight rebound on renewed tariff threats has been tempered locally by Mexico’s progress in negotiations to delay or mitigate reciprocal duties, lending exporters critical breathing room.

Mexican Peso Strengthened to 11-Month Highs

The Baltic Exchange's dry bulk sea freight index, which tracks rates for vessels transporting dry commodities, eased for a second day on Wednesday, falling about 0.6% to its lowest level since June 2 at 1,423 points, amid ongoing lower rates for the bigger-size segment. The capesize index, which typically transports 150,000-ton cargoes such as iron ore and coal, declined for the 17th consecutive day, slipping about 5.5% to 1,654 points. On the other hand, the panamax index, which usually carries 60,000-70,000 tons of coal or grain, rose 3.3% to its highest since August 7 last year at 1,621 points; and the supramax index increased 2.3% to 1,151 points.

Baltic Dry Index Falls for 2nd Day

US wholesale inventories fell by 0.3% over a month to $905.5 billion in May 2025, matching the advance estimate and following a 0.1% increase in the prior month. This marked the first decrease in inventories since December 2024, as durable goods stocks fell by 0.8%, following a 0.1% rise in April, while inventories of nondurable goods rose 0.5%, after a 0.2% increase the month before. On a yearly basis, wholesale inventories went up by 1.4% in May, in line with the advance estimate.

US Wholesale Inventories Decline Unrevised

Brent crude oil futures swung between small losses and gains at around $69.7 per barrel on Wednesday, fluctuating slightly after two days of gains. Markets were cautious as US President Trump’s proposed 50% copper tariff raised fears of broader trade disruptions that could dampen oil demand. Also, OPEC+ is set to raise output again in September, following an approved 548,000 bpd increase for August. However, UAE Energy Minister Suhail Al Mazrouei said a lack of major inventory builds shows “the market needed those barrels". In addition, Saudi Aramco expects global oil demand to rise by 1.2–1.3 million bpd in the second half of 2025. Meanwhile, Red Sea tensions escalated as Houthi-linked attacks resumed, sinking a vessel and killing several crew. In the US, API data showed crude inventories surged by 7.1 million barrels last week, the biggest rise since January. The EIA also revised down its 2025 US output forecast, citing weaker oil prices slowing drilling activity.

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