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德国商业银行在隔夜新闻中

-- 德国商业银行周一发布的“欧洲日出”报告重点指出: 市场:美国国债收益率在亚洲开盘走高,早盘交易中缓慢盘整。日本长期国债承压。股指期货全线下跌。布伦特原油上涨7%,突破每桶102美元。欧元兑美元跌破1.17美元。 美联储要求美国银行提供其对私人信贷公司的风险敞口详情。联邦存款保险公司撤销了拜登总统时期发布的银行收费指导意见。 美国:据《华尔街日报》消息人士透露,特朗普总统承诺在卸任前对多名高级政府官员进行大规模赦免。 美伊和平谈判在巴基斯坦持续21小时后破裂。美国海军将于美国东部时间周一上午10点开始封锁进出霍尔木兹海峡的船只。特朗普总统正在考虑对伊朗进行有限的军事打击(据《华尔街日报》消息人士透露),并表示美国可能会打击海水淡化厂/发电厂。 美伊关系:美国情报显示,中国正在向伊朗运送武器(据美国有线电视新闻网报道),特朗普总统威胁要对中国武器加征50%的关税。财政部长斯科特·贝森特已与特朗普讨论了如果战争持续8到12周应采取的措施,他认为亚洲和欧洲最容易受到油价上涨的影响(据《华尔街日报》消息人士透露)。 沙特阿拉伯已恢复东西输油管道每日700万桶的输送能力。 ==欧洲: 德国:债务刹车机制不太可能在本届政府任期内进行改革(《图片报》)。联合政府领导人就能源价格问题举行的会议于周日晚间结束,但未发布任何声明。 法国:总理塞巴斯蒂安·勒科尔努表示,法国计划到2030年将电气化投资翻一番,达到100亿欧元,到2030年用电力替代85太瓦时的天然气,并强调必须有针对性地向家庭提供能源援助。 匈牙利:彼得·马扎尔领导的蒂萨党预计将赢得三分之二的多数席位,结束总理维克托·欧尔班长达16年的任期。 评级:穆迪确认法国评级为Aa3/负面。DBRS确认立陶宛评级为A(高)/稳定,马耳他评级为A(高)/稳定。标普确认英国评级为AA/稳定,德国黑森州评级为AA+/稳定。

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