以色列對黎巴嫩南部城鎮阿爾曼蘇里發起新一輪空襲。

Oxford Economics says Japan’s planned food consumption tax cut will widen the fiscal deficit and lift JGB yields. Economist Norihiro Yamaguchi estimates the cut would reduce annual tax revenue by about ¥5 trillion and is unlikely to be fully offset by other measures. The firm assumes part of the shortfall will be covered by non-tax receipts and spending cuts, but that roughly half will be financed by debt, pushing the primary fiscal deficit to about 3% of GDP. It expects the deficit to begin improving from 2029 as debt/GDP rises and fiscal consolidation intensifies. Oxford Economics forecasts 10-year JGB yields will rise to around 3% by end-2026, from roughly 2.8% today. Market reaction so far has been limited, but the firm warns markets will increasingly price in the fiscal impact as policy details emerge.

South Korea's Lee's approval rating fell to a record low of 44% in a Gallup Korea poll released Friday, down 7 percentage points from July, reflecting growing public discontent with housing policy that has not cooled an overheated property market. Support among voters in their 20s dropped to 30%. The ruling Democratic Party's support slipped 3 points to 41%, while the main opposition People Power Party rose to 25% from 23%. Proposed property tax reforms have also raised market concern.