据路透：消息人士称，越南财政部正在考虑自2014年以来首次发行以美元计价的主权债券。

AllianceBernstein fixed-income senior investment strategist Thierry Taglione said calls to slow AI development are unlikely to stop large tech firms from pursuing financing and capex. Speaking on financing by hyperscale cloud providers and data center operators, he called them long-term funding plans — "we're talking about 10 years and beyond" — and said recent headlines will not derail investment. The remarks follow OpenAI's call to slow development of its most advanced models over safety concerns; the sector has seen valuation pullbacks and rising investor concern over credit risk and whether AI infrastructure capex will deliver adequate returns.

Rabobank analyst Jane Foley said the Swiss franc could replace the yen as the preferred funding currency in carry trades if the BOJ signals faster policy tightening on Friday. With Swiss rates low, markets may pivot to CHF, but its entrenched safe-haven status could deter some investors because CHF could jump sharply if risk aversion rises. Rabobank sees EUR/CHF at 0.95 within three months and does not expect a strong euro rally next year given euro-area political risks.