-- 德国商业银行周三发布的《欧洲日出》报告重点指出： 市场：美国国债在纽约尾盘遭到抛售，但在亚洲早盘交易中受追捧。布伦特原油价格周二晚间一度突破每桶100美元，但在特朗普总统宣布延长与伊朗的停火协议后回落。停火消息公布后，迷你期货合约小幅上涨。 美联储：美联储主席凯文·沃什在参议院确认听证会上表示，累计物价上涨是过去政策失误的遗留问题，通胀轨迹正在改善，但仍有许多工作要做。沃什认为，资产负债表不应持有长期资产，他没有给出具体的规模数字，任何调整都需要精心策划。 美联储：美联储理事克里斯托弗·沃勒表示，美联储各银行在裁员10%方面进展顺利，需要重新考虑实体机构的布局，集中运营并引入人工智能（AI）。 美国：白宫提名克里斯托弗·费兰担任经济顾问委员会主席。 伊朗战争：特朗普总统延长停火期限，直至“谈判结束”。特朗普维持海上封锁。副总统万斯在伊朗拒绝出席后推迟了对巴基斯坦的访问。伊朗外长称美国的封锁是“战争行为”。伊朗通过使用不同的港口和船对船转运来规避封锁（《每日电讯报》）。伊朗收到“一些迹象”，表明美国准备打破封锁（塔斯明通讯社）。 ==欧洲： 欧洲央行：欧洲央行管理委员会成员马丁斯·卡扎克斯表示，目前没有加息的紧迫性；并称通胀预期目前得到控制。 德国：基民盟/基社盟提出所得税改革方案，每年减税250亿至300亿欧元（HB）。 法国：总理塞巴斯蒂安·勒科尔努宣布延长对受燃料成本上涨影响行业的援助。 意大利计划在2026年将预算赤字降至2.8%（路透社消息）。 乌克兰：总统弗拉基米尔·泽连斯基表示，德鲁兹巴输油管道的维修工作已经完成，为获得欧盟900亿欧元贷款扫清了障碍。
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