ニュージーランド製造売上高前年比

イギリスBRC小売売上高前年比モニター

日本前年比平均現金収入

日本残業代前年同期比

US gasoline futures traded above $3.21 a gallon, extending gains to a two-week high as tensions remained elevated in the Strait of Hormuz amid strikes on vessels transiting near the waterway. Adding to the pressure, tensions between Russia and Ukraine show no sign of waning, despite the meeting between Ukraine and US envoys, as energy infrastructure continues to be targeted. As global refining capacity remains constrained, US refiners are largely out of capacity to boost further production, reflected in continued drawdowns in recent weeks as EIA data showed US gasoline inventories fell 1.173 million barrels in the week ending August 28th. Still, US Energy Secretary Wright stated that supply-side solutions were preferred to support energy flows, while other officials denied that a potential export ban was under consideration, adding that the end of the summer driving season could weaken gasoline demand, while changes to fuel-blending requirements could help boost production.

US Gasoline Rises to Two-Week High

Mexico’s car exports rose 1.3% year-on-year to 300,475 units in August 2026, following a 9.7% decline in July. Export volumes increased most for BMW Group (31.4%), followed by General Motors (16.8%) and Stellantis (15%). Still, Mexico’s auto sector remains affected by uncertainty over US trade policies, as 76.3% of auto shipments are destined for the US. US President Trump in his second term imposed a series of tariffs on multiple countries, including Mexico. The Trump administration also decided not to renew the USMCA, the agreement will remain in force for another decade unless a member withdraws, but with annual reviews that could lead to significant changes. The US and Mexico also continue bilateral trade negotiations. Auto shipments fell most for Mercedes-Benz (-95.3%), Ford Motor (-41.3%), and Mazda (-25.2%).

Mexico Auto Exports Rise in August

Mexico's car production fell 1.4% year-on-year to 344,940 units in August 2026, following a 2.2% decline in July. The result reflected continued uncertainty in the auto sector as changing US trade policies clouded manufacturers' production plans. US President Trump in his second term imposed a series of tariffs on multiple countries, including Mexico. While the Trump administration decided not to renew the USMCA, the agreement will remain in force for another decade unless a member withdraws, with annual reviews that could lead to significant changes. The US and Mexico also continue bilateral trade negotiations. Output declined sharply at Mercedes (-99%), Nissan (-26%) and Ford Motor (-25.7%), as well as Stellantis (-3.8%) and Toyota (-3%). Meanwhile, production rose sharply for BMW Group by 359%.

Mexico Auto Production Falls Again

Silver fell to around $65.50 an ounce on Monday, with trading volumes subdued due to a US holiday, after stronger-than-expected US jobs data pushed bond yields higher and reinforced expectations of a Federal Reserve rate hike this month. US nonfarm payrolls increased by 162,000 in August, well above expectations for a 56,000 gain, while the unemployment rate held steady at 4.1%. Traders now see nearly a 60% chance of a rate hike at the Fed’s policy meeting next week, up from around 50% before Friday’s jobs report, according to the CME FedWatch Tool. Investors are now awaiting PPI and CPI data later this week for further clues on the Fed’s policy outlook. Inflation concerns remain elevated after crude oil prices touched a near three-month high following an exchange of strikes on shipping between the US and Iran over the weekend. Iran’s Foreign Ministry said Tehran and Oman would soon announce details of a temporary safe route through the Strait of Hormuz.

話題の銘柄と投資戦略を提供します

タイムリーなニュースや経済イベント＆アイデアで、賢く投資を。

最新ニュース