德国政府官员：如果加拿大订购德国潜艇，这将为战略合作奠定一个非常好的基础。

Masahiro Ichikawa, strategist at Sumitomo Mitsui DS Asset Management, said 10-year JGB yield could reach 3% by year-end if Japan’s economy remains on a solid growth path. He said a large-scale government investment plan that stimulates private-sector capex would leave further upside for Japanese equities. He added Prime Minister Sanae Takaichi has signaled intent to preserve market confidence, lowering the risk of fiscal indiscipline. 10-year JGB yield was up 6bps at 2.830%.

An FT nationwide poll shows 58% of US voters say the Trump administration's military confrontation with Iran is not worth the economic and strategic cost. With inflation high and war spending mounting, Republicans' midterm prospects have dimmed. The White House has asked Congress for an additional $670 billion in federal appropriations to cover accumulated war costs. Only 31% of respondents said recent skirmishes strengthened US negotiating position, while 44% said they weakened US leverage. Voters also cited the conflict as a material factor pushing up consumer goods and gasoline prices year-to-date.