Japan 10-year government bond yield fell 7.5 bps to 2.800%.

IEA monthly report: global oil demand fell by 4.8 mln bpd in Q2.

UK-based maritime analytics firm Windward said on the 9th that ongoing exchanges of fire between the US and Iran have sharply reduced transits through the Strait of Hormuz, with merchant traffic leaving the Persian Gulf largely halted. Windward recorded 51 transits on the 7th, including 35 departures; on the 8th there were 35 transits and 18 departures, only two using the southern (Oman-side) channel, indicating operators avoided that route after a nighttime attack; between the night of the 8th and early 9th there were only five transits, with a single departure from the Gulf.