加拿大央行行长麦克勒姆：央行对高通胀的容忍度是有限的。

Torsten Slok, chief economist at Apollo Global Management, said the Iran war and tariffs could lift US Treasury yields and that the pressure is largely unrelated to US fiscal fundamentals. He added markets appear less worried about US policymakers than about Japan and Germany. Global government borrowing costs are rising as investors demand greater compensation for longer-duration debt. Despite Treasury buybacks announced by BESSENT to curb long-end yields, US yields have resumed higher. Market pricing puts the probability of a Fed rate hike at the mid-September meeting at 69%. Slok said rising yields are already transmitting to housing and autos—both highly rate-sensitive—while they do not constrain AI investment.

Goldman Sachs maintains upgrade on Samsung Electronics' ordinary and preferred shares, with 12-month PTs of KRW 490,000 for ordinary stock and KRW 360,000 for preferred. Key risks: a marked deterioration in memory supply-demand, a sharp decline in smartphone margins, and loss of OLED market share.