ARGENTINA: Milei Speaks at UNGA, Infrastructure Investment Deal with US in Focus

* Infobae reports that the government is set to sign an infrastructure investment deal with the US today, which will seek to support exports of critical minerals, commodities and energy. The initial financing, which would be supported by the US Export-Import bank and private investment, would aim to secure $6bn of funding for a major LNG project led by YPF. Foreign Minister Quirno is expected to announce the deal alongside US Deputy Secretary of State Landau later today. * Meanwhile, President Milei is scheduled to speak at the UN General Assembly at 1600BST (1100ET), where he is expected to reaffirm his strategic alliance with the US and to defend sovereignty over the Falkland Islands, according to Infobae. * Later today, Milei will meet with business leaders linked with the Council of Americas from 2200BST/1700ET. * The data calendar is clear today, with the next tier-one release being July economic activity data tomorrow, where consensus is for a slowdown in growth to just 1.3% y/y, from 2.7%. * In other news, the government sold $3.33bn of USD-linked securities in a debt swap on Tuesday, according to a statement from the Economy Ministry.