Mercati OPEC+ will increase oil output production more than expected: +548,000 (+411,000 expected) US stock market sentiment is nearing frothy levels. What to watch for Happy 4th of July! Canada June S&P Global services PMI 44.3 vs 45.6 prior ECB's Makhlouf: Inflation expectations are well anchored India proposes retaliatory duties at WTO against US tariffs on auto parts - Statement Markets remain rangebound as US holiday keeps things quiet Credit Agricole: Political risks and gilt market memories haunt GBP outlook ForexLive European FX news wrap: Dollar a touch lower, equities down ahead of US holiday OPEC+ meeting has been moved to Saturday 5th of July due to Ashura holiday

Ecunumia (BB) Trump’s Tariff Date Arrives After a 90-Day Rollercoaster ECB’s Makhlouf Says Euro Not Ready to Challenge Dollar’s Role Charting the Global Economy: US Jobs Data Eases Pressure on Fed Emily Sundberg on How Nobody Is Coming to Save Gen Z Butter’s Global Price Surge Hits Croissants and Kitchens Alike Mozambique Weighs Asking China to Rework Debt, President Says Vietnam’s Growth Surges as Buyers Race to Beat Trump Tariffs

Ecunumia (FT) Israel to join ceasefire talks despite ‘unacceptable’ response from Hamas Rescuers search for missing children after Texas flood kills at least 32 Reform MP suspends himself from party over Covid loans allegations Germany’s AfD pledges to tone down its rowdiness in parliament Dealmakers hit pause on M&A as caution rules the boardroom Trump and Zelenskyy discuss Ukrainian air defence as Russian attacks mount Hamas gives ‘positive’ response to Trump proposal for Gaza ceasefire

The Economist (finance) Inside Iran’s war economy Vanguard will soon crush fees for even more investors How to strike a trade deal with Donald Trump India’s Licence Raj offers America important lessons Can Trump end America’s $1.8trn student-debt nightmare? Xi Jinping wages war on price wars Big, beautiful budgets: not just an American problem Why commodities are on a rollercoaster ride Jane Street’s sneaky retention tactic How to escape taxes on your stocks

The Economist (business) Jeff Bezos 2.0: new wife, newish job, old vision Would you pay $19 for a strawberry? Kim Kardashian, Ryan Reynolds and the age of the celebrity brand A Wall Street wheeze makes a surprising comeback Ferrari is looking less like a carmaker and more like Hermès Superstar coders are raking it in. Others, not so much Are startup founders different? Wendell Weeks, the small-town boss at the big-tech table

Christophe Barraud Morning Brief: Trump Doubles Steel & Aluminum Tariffs; Lee Jae-myung Formally Begins Presidential Term; Germany Plans €46bn Corporate Tax Breaks Morning Brief: U.S. Q2 GDP On Track To Rebound Sharply; U.S. Pushes Countries for Best Offers by Wednesday; China Private Factory Gauge Plunges; Eurozone CPI Fell Below 2% Morning Brief: Trade Tensions Erode Risk Appetite; Japan’s Akazawa Reportedly Mulls Return to US This Week; Germany Plans Corporate Tax Breaks Week Ahead: BoC, ECB and RBI Meetings; Fed Beige Book; RBA Minutes; U.S. and Canada Employment Reports; Eurozone and Swiss CPIs; U.S. Senate Returns; South Korea Votes Top 10 Macro/Financial Charts of the Week – w22 (2025) Morning Brief: RBNZ Cut Rates; Japan 40-Year Bond Sale Shows Weakest Demand Since July; Germany Unemployment Level Rises Most Since July 2022 Morning Brief: Top US, EU Trade Chiefs “In Constant Contact”; Japan To Consider Tweaking Bond Issuance Plan; French Inflation Slows More Than Expected Morning Brief: Trump Agrees To Delay EU Tariffs Until July 9; Japan Signals Intent to Reach US Tariff Deal; Xi Weighs a New Made-in-China Plan Week Ahead: Asean Summit; Bitcoin Conference; FOMC Minutes; RBNZ and BoK Meetings; OPEC+ Meeting; Eurozone Regional CPIs; Australia and Tokyo CPIs; Nvidia Earnings Top 10 Macro/Financial Charts of the Week – w21 (2025)

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