AGP Executive Report
Last update: 8 hours agoUSMCA Review Tensions: Mexico says the US is not ready to automatically extend USMCA for another 16 years, while talks also cover steel, aluminum and auto tariffs, farm import rules, and a new “economic security” chapter on strategic minerals and supply chains. Inflation Watch: Pakistan’s CPI eased to 11.1% in June as transport costs fell, though food and essentials stayed a drag; Eurozone & Japan: euro-area inflation cooled to 2.8% and Japan’s tax take is set to top 84 trillion yen, with policymakers weighing possible food tax cuts. AI/Tech Investment: Meta is reportedly planning a separate cloud business to monetize AI compute and models; BearingPoint launches an outcome-based marketplace for AI agents. Deal & Capital Markets: ams OSRAM closed a EUR 570m sale of its sensor unit to Infineon; LemFi won UK FCA approval to buy Wealth8 and expand into wealthtech. Emerging Market Signals: World Bank reclassified Sri Lanka as upper-middle income; Saudi private-market foreign inflows hit SR20bn in 2025. Business & Trade Growth: India-Japan signed a MoC boosting trade and investment; Malaysia’s semiconductor and AI buildout is drawing optimism for higher-value manufacturing. Humanitarian Shock With Economic Fallout: Venezuela’s twin earthquakes are worsening into a medical crisis as injuries, infections and shortages strain care.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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