-- 德国商业银行周二发布的《欧洲日出》报告重点指出: 市场:布伦特原油价格跌破每桶100美元,股市延续涨势,美国国债在副总统万斯发表评论后反弹,美元走弱。日本长期国债收益率在强劲的20年期国债拍卖后下滑。 美联储:芝加哥联邦储备银行行长奥斯坦·古尔斯比表示,美联储必须将能源价格长期上涨的预期纳入考量,并警告称这将打击消费者信心。美联储理事史蒂芬·米兰认为没有理由对通胀飙升做出反应,预计一年后通胀率将“非常接近”目标水平;他不支持出售证券,减少资产负债表的使用有助于保持美联储的独立性。 美联储:纽约联邦储备银行预计今年SOMA净收入将转正,并计划在未来一个月进一步削减国债购买规模。 美联储:凯文·沃什已向参议院提交文件,这使他距离美联储主席的听证会又近了一步(CNBC)。伊朗战争:美国和伊朗正在考虑再次举行面对面谈判,以达成更长期的停火协议。副总统万斯表示,美国已经实现了目标,“可以开始逐步结束这场冲突”。伊朗总统在与法国总统马克龙的通话中表示,德黑兰准备继续与美国进行和平谈判。伊朗在周末的会谈中提出暂停核活动五年,而美国则提议暂停20年(《纽约时报》)。国务卿马可·卢比奥将于周二在华盛顿主持以色列和黎巴嫩之间的会谈。 霍尔木兹海峡:沙特阿拉伯正在向美国施压,要求其解除封锁(《华尔街日报》)。马克龙总统和英国首相基尔·斯塔默大力宣传一项开放霍尔木兹海峡的计划。特朗普总统希望在周二公布哪些国家提供了帮助。 特朗普总统表示,“我们结束这场冲突后可能会访问古巴。” ==欧洲: 欧洲央行:欧洲央行管理委员会成员弗朗索瓦·维勒鲁瓦·德加洛呼吁保持警惕,因为法国央行(BdF)的调查显示,23%的法国企业计划在4月份提价,高于3月份的11%。法国央行预计第一季度国内生产总值增长0.3%。 英国:财政大臣雷切尔·里夫斯将在国际货币基金组织峰会上力荐英国,称其为“投资者难得的避风港”。英国零售商协会(BRC)3月份零售销售数据超出预期。
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