巴西央行數據顯示，上週巴西資金淨流出總額爲10.27億美元。截至6月26日當月，巴西資金淨流入總額爲71.68億美元。

A June 30 report says Saudi Arabia, Oman and Qatar are engaging in direct talks with Iran alongside US‑Iran negotiations. Citing a decline in US credibility, Gulf states are recalibrating ties. After a US‑Iran memorandum, Iran and Oman held a first meeting on management of the Strait of Hormuz. Follow‑up talks are planned between Oman and Qatar, Iran and Saudi Arabia, and Qatar and Saudi Arabia to outline post‑conflict coexistence. Discussions focus on Strait of Hormuz navigation arrangements and potential economic incentives Gulf states might offer Iran in exchange for security concessions. These talks are concurrent with but independent from US‑Iran negotiations.

Head of France's sugar beet growers' association (CGB) said France, the EU's largest beet producer, faces persistent drought that threatens beet yields. Météo‑France forecasts no rain for the Paris region and northern beet-growing plains at least until July 14. Concerns over European beet crops, combined with El Niño, have pushed sugar prices higher; white sugar hit a 9.5-month high on Wednesday. Earlier this year, ample supply drove sugar to a five-plus-year low, squeezing sugar producers' margins.