-- 德国商业银行周四发布的“欧洲日出”报告重点指出: 市场方面:美国国债在纽约交易时段尾盘企稳,亚洲交易时段小幅走高。德国两年期沙茨国债高开。受伊朗战争停火协议延期预期提振,日经指数领涨股市。欧元兑美元汇率稳定在1.181美元附近。布伦特原油价格高于每桶96美元。 美联储方面:褐皮书显示,大多数地区的经济增长略有至温和,物价涨幅适中。芝加哥联邦储备银行行长奥斯坦·古尔斯比表示,美联储面临两方面的“些许风险”:油价上涨和关税影响。圣路易斯联邦储备银行行长阿尔贝托·穆萨莱姆表示,利率可能在一段时间内维持不变。 伊朗战争:美国正寻求与伊朗达成“大交易”,以解除制裁和支持民用核能或能源项目为条件,换取伊朗停止铀浓缩活动并削减对武装组织的支持(《每日电讯报》)。伊朗正在考虑允许船只自由通过霍尔木兹海峡阿曼一侧(路透社)。 以色列:鉴于美国的压力,预计以色列和真主党将在本周内停火(《金融时报》)。 ==欧洲: 欧洲央行:欧洲央行官员倾向于在4月份的会议上维持利率不变(彭博社消息人士)。管理委员会成员伊莎贝尔·施纳贝尔表示,欧洲央行有时间分析伊朗战争带来的冲击;施纳贝尔不希望给经济造成不必要的负担。管理委员会成员弗朗索瓦·维勒鲁瓦·德加洛则表示,现在就关注4月份的会议还为时过早,欧洲央行应避免仓促调整政策。马迪斯·穆勒表示,欧洲央行可能尚未掌握所有数据,无法确定本月是否需要加息。欧洲央行理事会成员约阿希姆·纳格尔表示,4月份的加息取决于霍尔木兹海峡局势;他并未排除4月份加息的可能性。 英国央行:英国央行行长安德鲁·贝利表示,他并不急于加息。 ==亚洲: 中国:第一季度国内生产总值同比增长5.0%,高于市场普遍预期的4.8%。
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