美国财长贝森特：与伊朗的任何经济往来都将使相关责任人面临“美国力量的全面制裁”。

Trump said Iran is in full collapse.

Daniel Morris, chief market strategist at BNP Paribas Asset Management, said global government bond yields have broadly risen in sync, prompting investors to seek drivers. Most attribute the move to higher inflation and concerns over government debt sustainability, but August’s thin market liquidity may also be contributing. He noted oil-driven inflation linked to the Middle East conflict was a key earlier driver, though oil’s importance has faded in recent weeks. Given reduced liquidity, Morris cautioned against over-interpreting current moves, saying yields could retrace as trading volumes normalise.