澳元兑美元AUD/USD向上触及0.71，日内涨0.25%。

Japanese 10‑year government bond yields rose 5.5bps to 2.93%, theirhighest since 1996; 30‑year yields climbed 5bps to 4.06%, nearing May record highs. The move reflects fiscal funding uncertainty after the government has not clarified how it will finance a two‑year cut to the food consumption tax, and reports that Prime Minister Takaichi's administration supports near‑term Bank of Japan rate increases, with a next hike possible in September or October. Ryutaro Kimura, senior bond strategist at BNP Paribas Asset Management, said improving liquidity as investors return from summer holidays has prompted markets to price faster Bank of Japan tightening, and warned that unless Takaichi abandons expansionary fiscal policy, yields may fall only gradually.

Nasdaq futures opened 0.1% higher on Monday.