Daiwa Securities economist Koji Hamada says Japan’s large investment program to boost growth and economic security could sustain fiscal concerns in the JGB market. He says funding needs will vary by sector, with semiconductors and cloud data centers most urgent; even less capital‑intensive industries may rely on long‑term financing. Regardless of project outcomes, the plan implies an inevitable increase in new yen government bond issuance.

On June 24 in Tel Aviv, Israeli defense minister Katz said the IDF will not withdraw from the "security zone" in southern Lebanon and will not change that position even if requested by the United States. He said roughly 200,000 Lebanese residents will not be allowed to return to the area. Katz added: "When civilians lived in the security zone in the past there were roadside bombings and attacks on soldiers, so we will not allow that to happen again." Earlier, Israeli Channel 13 reported that amid new Israel-Lebanon talks in the United States, Israel had been considering a partial troop pullback from parts of southern Lebanon.

IDF spokesperson said earlier today the military received reports of suspected Hamas activity at the Gaza-side Kerem Shalom crossing and deployed to the area. One unarmed suspect was arrested and handed to security forces for further interrogation.