The US Treasury imposed restrictions on an Egyptian bank for engaging in trade with Iran.

Societe Generale rates strategists say 2027 budget negotiations are a key risk for the euro-area government bond market. Talks could refocus investors on fiscal strains and political uncertainty in countries such as Italy and Spain; the strategists recommend remaining short French sovereigns and modestly long Italian and Spanish sovereigns. Euro-area yields are near recent highs but remain within Societe Generale’s forecast range. They cite ongoing geopolitical risks, elevated oil and gas prices, rising sovereign debt, an expected pick-up in bond supply and the prospect of increased political uncertainty after the summer recess as additional headwinds.

The Ministry of Industry and Information Technology released telecom-sector data for Jan–July 2026. As of end‑July, China’s internet broadband access ports totaled 1.27 bln, a net increase of 21.52 mln from end‑2025; FTTH/O ports were 1.23 bln, net +19.35 mln, accounting for 96.7% of broadband ports. 10GPON ports (gigabit-capable) reached 33.04 mln, net +1.417 mln from end‑2025. 5G base stations totaled 5.154 mln, net +0.316 mln from end‑2025, representing 39.4% of mobile base stations, up 0.3 ppt versus 1H 2026.