日本5年期国债收益率上升9.0个基点，创下2.365%的历史新高。

UOB Kay Hian analyst Thanawat Thangchadakorn said Thai banks' Q3 loan growth may be flat QoQ as lenders remain cautious and focus on corporate lending. Covered banks' credit costs may fall YoY and QoQ; many banks booked special provisions in Q1 to buffer risks from the Middle East conflict, and those pressures have not shown up in H1 earnings. Expectations of Fed rate hikes could be positive for major Thai banks. UOB Kay Hian retains an overweight on the Thai banking sector.

US Secretary of State Rubio said the US has ample ammunition to achieve its objectives in Iran, but its scope of action is not limited to that country.