-- 德国商业银行周三发布的《欧洲日出》报告重点指出： 市场：美国国债在纽约交易时段上涨，亚洲交易时段横盘整理。受亚洲股市走强提振，迷你期货走强。欧元兑美元走弱至1.179美元。布伦特原油价格徘徊在每桶95美元左右。 美联储：芝加哥联邦储备银行行长奥斯坦·古尔斯比表示，迄今为止，消费者需求“持续稳步增长”。参议院银行委员会已安排于4月21日举行凯文·沃什的美联储主席提名确认听证会。 美国：财政部长斯科特·贝森特表示，关税可能在7月恢复到之前的水平，如有必要，将推动对伊朗实施二级制裁。美国希望“降低风险而非与中国脱钩”，中国的全球贸易顺差“过大”，但经济依然强劲。白宫经济顾问凯文·哈塞特表示，今年经济将保持强劲，“肯定能够实现4%的增长”。 伊朗/地缘政治：美国军方证实已全面封锁伊朗港口。唐纳德·特朗普总统告诉福克斯新闻，他认为战争“即将结束”。巴基斯坦敦促本周举行伊美会谈（《纽约时报》）。五角大楼可能削减伊朗战争的资金申请。 霍尔木兹海峡：过去24小时内，超过20艘商船通过霍尔木兹海峡。美国海军并未护航，而是在安全的情况下与船只沟通。 ==欧洲： 欧洲央行：行长克里斯蒂娜·拉加德认为，现在就断言欧洲央行可以忽略伊朗冲击是一个“严重的错误”，因为现在判断还为时过早。欧洲央行处于有利地位，能够做出有效应对，不会让通胀预期脱离锚定。管理委员会成员加布里埃尔·马克卢夫表示，如果冲击持续，欧洲央行将采取“强有力的行动”。欧盟委员会成员普里莫兹·多伦茨表示，如果通胀影响持续，欧洲央行将提高利率。 欧洲各国正在起草一项战后计划，旨在不借助美国力量清理霍尔木兹海峡，该计划可能包括派遣扫雷船。该计划不包括美国，但德国将参与其中。欧洲各国正在加快制定北约撤军后的备选方案（《华尔街日报》）。 法国：财政部仍将2029年财政赤字目标设定在3%。
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