1. 央行8月公开市场国债买卖净投放500亿元。 2. 潘功胜：经济增长是化解发展中国家债务问题、恢复债务可持续性的根本出路。 3. 美联储褐皮书：经济前景总体积极但不确定性上升。 4. 美联储威廉姆斯：收益率并未受到通胀前景影响，当前利率水平合适。 5. 贝森特：美债回购旨在推动价格回归均衡并释放银行空间。 6. 长债收益率持续走高，海外债市掀抛售潮。 7. 中际旭创：实控人质押72.8万股用于偿还债务。 8. 机构：债券市场一直在替美联储发挥部分政策作用。 9. 伯克希尔CEO：日本债券收益率目前尚未对交易公司构成挑战。 10. 日本30年期国债拍卖需求强于12个月均值。 11. 阿波罗：伊朗战争与关税将推动美国国债收益率走高。

Democratic Party lawmaker Oh Gi Hyoung and 10 colleagues have formally submitted an amendment to the Capital Markets Act to tighten takeover rules and bolster minority shareholder protection as part of a special committee effort to tackle the so-called Korea discount. The draft would require target company boards to publish an independent opinion on takeover offers, including whether the offer serves the interests of all shareholders. It would also expand mandatory disclosure beyond items affecting company assets or management to any corporate decisions that materially affect shareholder interests, bringing M&A proposals likely to affect shareholder value under disclosure obligations.

US July factory orders MoM due in 10 minutes.