巴克萊：將Moderna(MRNA.O)目標價從48美元上調至125美元。

Fars News: Iran's president said the US should change its tone and approach in dealings with Iran, warning reliance on hard pressure and bullying will only complicate implementation.

Rising JGB yields increase Japan bond investment appeal, likely prompting ETF inflows. Higher yields boost the Japanese government’s interest burden, raising debt-service costs in FY2027. Higher domestic rates are theoretically supportive for the JPY, but fiscal risk and institutional FX hedging should offset part of the currency effect. Net of opportunity cost, reduced incentive for Japanese capital to hold overseas debt is negative for UST demand and may lower Japanese allocations to foreign bonds. Market implication: Japan is ceasing to be a zero-rate funding pool, altering global bond funding and pricing dynamics.