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New Zealand July consumer confidence down 4.1% m/m to 94.7 (prior 98.8)

Trump on Canada 35% tariff “Didn’t like what Canada did on Palestinian state recognition”

Economic calendar Asia Friday, August 1, 2025 – second Chinese manufacturing PMI due today

Trump took action on Pharma. Sent letters to CEO

WH Press Sec. New reciprocal tariffs take effect on Friday

Mexican Pres. Sheinbaum: Agreement with Trump safeguards the USMCA

US 30 year mortgage rate dips to 3.72%

Japan is looking for a 15% rate for US chip tariff

Trump and Mexico extend trade deal for 90 days after productive call

Trump and Mexico Pres. Sheinbaum scheduled to speak this morning

US Q2 Employment Cost Index +0.9% vs +0.8% expected

US core PCE for June YoY 2.8% vs +2.7% expected