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

Crude oil inventories in the US rose by 7.070 million barrels in the week ended July 4, 2025, the biggest rise since January, according to data from the EIA Petroleum Status Report. Also, stocks in the Cushing, Oklahoma, delivery hub went down by 464 thousand barrels. Among refined fuels, gasoline stocks fell by 2.658 million barrels while stocks of distillate fuels decreased by 825 thousand barrels.

US Crude Oil Inventories Fall Most Since January

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.

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