日本10年期國債收益率上漲至2.815%，爲1996年以來的最高水平。

A senior US official said Trump will discuss navigation in the Strait of Hormuz at the NATO summit; allies are prepared to participate in protecting shipping security in the strait.

UOB Kay Hian says Thai equities should benefit from an improved economic outlook and maintains a bullish view for July. The BOT recently raised its 2026 GDP forecast to 2.3% from 1.5%. Inflation remains within the BOT’s 1–3% target range. A real negative-rate environment could shift allocations from government bonds into equities, supporting demand and offering investors a route to outperform inflation.