Hi there,

• The Trump administration's NAFTA replacement, the US-Mexico-Canada Agreement (USMCA), will come into effect on Wednesday. It includes updates to labor provisions, extends intellectual property and digital trade rights, and provides an expiration clause.
   

• The European Union is expected to lift its travel ban on Wednesday for visitors from up to 15 countries – but restrictions on US travelers will likely remain in place. A number of other lockdown measures globally will also be eased on July 1, e.g. Australia is lifting its 50-person limit in venues, Thailand is reopening schools, and Tokyo Disneyland will welcome visitors again.
   

• Packaged foods company Conagra and food conglomerate General Mills will report earnings early this week. The food & beverage sector drew increased investor attention in Q1'20, and is expected to see maintained growth from the Covid-19 crisis as consumers continue stockpiling essentials. For more on which consumer sectors fared well during the onset of the pandemic, check out our State Of Consumer Products report.

The times they are a-changin'

Covid-19 has upended healthcare as we know it, from surging demand for telemedicine and mental health solutions to big tech's accelerated expansion into the sector. 

We highlight the latest funding trends, most well-funded startups, and emerging solutions in healthcare in this research guide.

It's working out well

Lululemon is getting in on the at-home fitness trend — it's buying connected fitness startup Mirror for $500M. 

At-home health and wellness solutions saw a jump in funding in Q1'20. See what other consumer areas drew investor interest here.

Three reasons why

Prices for the virtual Future of Health (September 23-25) go up in just 2 days. Purchase a ticket for access to:

• An astoundingly impressive C-Suite and founder-heavy lineup. The newest additions include Anne Wojcicki, CEO and Co-founder, 23andMe, and David Ferreira, Deputy CEO, Ping An Health.

• The opportunity to set up 1:1 video meetings with senior-level attendees from the country’s most innovative healthcare organizations, insurance companies, and startups.  
   

• The Digital Health 150 Stage — a showcase of the most promising digital health startups, focusing on everything from AI and data analytics to telehealth, wellness, and more. 

Prices increase July 1. Register here and save $100 with code 3reasons.

Credit where it's due

Banks are fending off upstarts through a combination of investments, partnerships, and acquisitions.

Expert Intelligence clients can take a look at where the most active mid-size banks are betting on fintech here.

I love you.

P.S. We're looking for a healthcare analyst. Apply here.