德国2年期国债收益率自2024年以来首次突破3%，日内涨约6个基点。

ECB policymaker MAKHLOUF warned the central bank should be prepared to raise rates further if inflation "moves in the wrong direction." He flagged euro-area inflation stuck above 3% and growth running slightly stronger than pre-summer forecasts, calling that concerning. MAKHLOUF said next week’s decision "should not surprise anyone" and expects a small upward revision to this year’s growth forecast. He judged the deposit rate at 2.5% is not yet restrictive and said policy would likely become restrictive only once rates exceed about 2.75%. He added it is unclear whether hikes beyond next week will be needed, endorsed a meeting-by-meeting approach without forward guidance, and said inflation expectations are well anchored with no sign of wage-driven second-round effects.

Since June, India has mobilized a record $127.23bn in foreign-currency deposits from its roughly 35m overseas diaspora via a special dollar swap window, the RBI said. Including $9.15bn of inflows from external commercial borrowings and overseas currency debt, total funds reached $136.38bn as of the scheme’s close. RBI said the proceeds give policymakers a larger buffer to defend the rupee amid external pressure; the move echoes a 2013 diaspora mobilization that raised about $26bn in roughly three months and helped lift the currency, though the rupee is little changed versus its June 5 level.