Economic Observation NetworkBCBP's banking industry is affected by changes in US bond interest rates. On September 16, 2026, it was reported that the 10-year US bond yield exceeding 5% has suppressed the valuation of bank stocks For regional banks, an increase in long-term interest rates is beneficial for short-term net interest margins, but it will suppress valuation and asset quality expectations. The direction is not singular and needs to be considered in conjunction with credit costs.

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