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Japan PM Ishiba: No tariff deal because Japan kept defending what needs to be defended

Australian June 2025 Business confidence +5 (prior +2)

JPY is very weak on the day

Morgan Stanley MUFG: U.S. tariffs pose risk to Japan’s economy

HSBC says conditions for lasting US dollar rebound still absent

Trump says August 1 tariff deadline is firm, but he is open to other ideas

Trump says “We are going to have to send more weapons to Ukraine”

Trump says may adjust tariffs for some countries

Report – “US offers EU 10 percent tariff deal — with caveats”

Trump has officially extended his tariff deadline to August 1

Tariff TACO bingo: April 9, July 9, now August 1

HSBC says rising downside risk to its $65/bbl Brent forecast for 4Q 2025