土耳其总统埃尔多安：F-35话题对土耳其来说并不新鲜。

OCBC strategists say persistent yen weakness and rising long-end Japanese government bond yields make Japan a potential source of global market volatility. Markets view the Bank of Japan as behind the curve, intensifying downward pressure on the yen; strategists expect investors may increasingly see any future rate hikes as driven by Prime Minister Takaichi’s policy direction rather than economic data. Further yen depreciation could weigh on regional FX, notably the South Korean won and Thai baht, but OCBC flags larger spillover risk from higher long-term JGB yields — which appear to be pushing up U.S., U.K. and German government bond yields — and warns sustained JGB yield rises could lift global yields further.

Samsung Electronics reported preliminary Q2 results: revenue 171 trillion won, below consensus 173.9 trillion won; Q1 revenue was 133.9 trillion won, year-ago 74.6 trillion won. Q2 operating profit 89.4 trillion won, above consensus 87.3 trillion won; Q1 operating profit 57.2 trillion won, year-ago 4.7 trillion won.