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US MBA mortgage applications w.e. 4 July +9.4% vs +2.7% prior
EU commission says aims to reach a trade deal with US before August 1
Trump expected to rollout more tariff letters today
Major currencies quiet in European morning trade
Ex-BoJ official: BoJ is likely to delay rate hikes until March 2026 due to US tariffs
BoE’s Bailey: Steepening in yield curves for bonds is not particularly UK-focused
How have interest rates expectations changed after the first tariff letters?
German Chancellor Merz: Cautiously optimistic on EU trade deal with the US
EU will be firm, working closely with US to reach an agreement – von der Leyen
China calls out EU to readjust its attitude on trade relations
European stocks keep slightly higher to kick start the day
What are the main events for today?
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