日內30年期美債收益率重回5%以上，並非因爲“美聯儲加息預期又升溫”。同日早些時候，2年期收益率還在約4.11%-4.13%附近，10年期約4.46%-4.47%，短端並沒有給出同樣強的上行信號。 這更像是長端壓力位的再次測試：30年期在5月初曾到過5.006%，7月1日也一度觸及5%。 這次重新上5%，說明市場對長期通脹、財政供給和期限溢價的擔憂還沒消失，影響主要集中在長期折現率、按揭利率與權益估值錨定，而不是短端政策路徑。

Ghalibaf said hostile forces now recognize that Iran's participation is indispensable for achieving peace and stability in Lebanon and the broader Middle East.

Oil prices fell after OPEC+ decided to raise supply. After an online meeting on Sunday the group said it would add about 188,000 bpd in August, the fifth consecutive monthly increase. ANZ research said even if the Strait of Hormuz reopens, member states may struggle to utilise the additional capacity because vessels still face risks. Analysts noted several ships attempting the Oman route through the strait over the weekend were observed turning back.