UK August CBI industrial orders balance due in 10 minutes.

1. 8月LPR报价出炉：1年期和5年期以上利率均维持不变。 2. 美国联邦政府债务突破40万亿美元。 3. 美国财政部将长期国债回购操作规模至少扩大一倍。 4. 美联储会议纪要：多名官员认为必要时可能需要加息。 5. 美联储会议纪要警示AI股票风险，提及国债波动风险。 6. 分析：美国债务不断攀升成为中期选举的焦点。 7. 摩根大通警告美国增加美债回购治标不治本，或反推升期限溢价与收益率。 8. 上半年券商科创债承销规模破5000亿元，同比大幅扩容。 9. 日本中期国债遭遇2006年以来最大规模外资流出。 10. AI云公司Nebius扩大可转债发行规模至50亿美元，资金将用于建数据中心等。 11. 韩国6月底短期外债增至1985亿美元。 12. 瑞士银行拟首次发行熊猫债，筹资20亿元人民币。

Global banks including BofA, Citigroup, Goldman and JP Morgan have halved financing costs for leveraged exposure to Korean-listed SK Hynix in recent weeks, sources say, after the stock’s US listing and a rout in AI-related names. Banks are now offering clients exposure via swaps at roughly SOFR +150–300bps. In mid‑June some banks had been quoting above SOFR +1,000bps for new or renewed SK Hynix swap positions. SOFR has traded between 3.50% and 3.69% since May 1. Earlier, as an AI-driven surge pushed SK Hynix about 11x in the 12 months to June 22, banks constrained capacity, priced repo financing extremely high or declined requests over concentration and repo-cost concerns; several that previously refused are now seeking new swap business.