The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

0701 GMT - The yields on eurozone government bonds are higher due to inflation concerns, as prospects of a near-term resolution to the U.S.-Iran war fade. The U.S. has decided to put economic pressure on Iran through financial sanctions and a blockade of Iranian ports in an attempt to force Iran to reach a deal with the U.S. The lack of progress in the U.S.-Iran negotiations is causing inflation fears and pushing up sovereign bond yields. Ten-year Bund yields climb 2.3 bps to 3.198%, Tradeweb data show. Ten-year French government bond yields rise 3.4 bps to 4.009%. (miriam.mukuru@wsj.com)

0535 GMT - The RBA tones down its hawkish bias by "just a touch," Capital Economics' Abhijit Surya says in commentary. The central bank's "accompanying messaging wasn't quite as hawkish this time around," says the senior APAC economist. The RBA reiterated that it'll do what it considers necessary to return inflation to target, including raising the cash rate target further, however, the central bank conditioned that response in the event that "upside risks materialize," Surya notes. "While the Board continued to talk tough on inflation, we don't believe that it will go as far as to hike rates again this cycle," the economist adds. (ronnie.harui@wsj.com)

2341 GMT - Bank of Queensland's plan for returning capital following its whole-of-loan equipment finance portfolio sale to Challenger doesn't change Jefferies's bearish view of the stock. Bank of Queensland intends to pay a special dividend of A$0.15/share. It also plans to buy back shares worth up to A$196 million on market. "While the capital return provides clarity on surplus capital deployment, we remain cautious on the medium-term outlook," says analyst Andrew Lyons. "Housing balances continue to decline, with growth increasingly reliant on (late-cycle) commercial real estate." Jefferies retains an underperform call on Bank of Queensland and lifts its price target by 0.7% to A$5.68/share. Bank of Queensland ended Monday at A$6.83. (david.winning@wsj.com; @dwinningWSJ)

1247 GMT - BNP Paribas is marketing a new dollar-denominated additional tier 1 (AT1) bond with an initial price talk at 7.5%, with a first reset date on February 17, 2032, LSEG data show. BNP's existing dollar AT1 bonds with a call date in 2033 are quoted around 6.8%, indicating that the new AT1 bonds have a decent new issue premium with the initial price talk at 7.5%, ING's Jesse Norcross says in a note. (miriam.mukuru@wsj.com)

1135 GMT - Plus500's focus on sustaining medium-term growth is one of the reasons the London-listed company is attractive, Bank of America analysts say. The online-trading platform says in its half-year results that it has used excess revenue from recent volatility to invest for growth, a move BofA says it supports. Revenue quality at Plus500 is healthy, while high cash conversion supports further distributions, the analysts add. Plus500 is undergoing a shift toward higher quality revenue, both in its legacy over-the-counter derivatives business and through diversification. The company's expansion into prediction markets also offers a significant growth opportunity, BofA says. Shares are up 6.1% in London. (michael.hennessey@wsj.com)

1047 GMT - St. James's Place remains significantly undervalued, with concerns about adviser attrition overdone, Bank of America's Christiane Holstein says. The current valuation for the U.K. wealth-management company fails to reflect a coming inflection point in its performance, with an expected EPS compound annual growth rate of 23% from 2026 through 2030, Holstein writes. This is due to funds under management rolling out of gestation and becoming fee earning, as well as organic net inflows and operational efficiencies, BofA says. Concerns about adviser retention are overplayed, the analyst adds, noting that its 90% retention rate in the first half of 2026 is in line with peers and historical data. Despite U.K. macroeconomic and political uncertainty, there is strong underlying demand for financial advice, according to BofA. Shares are up 0.2%.