-- 德国商业银行周一发布的《欧洲日出》报告重点指出： 市场：受股市和迷你期货合约普遍支撑（日本和中国休市），美国国债在亚洲走弱。欧元回吐上周五的涨幅，日元大幅上涨。原油价格基本持平。 美联储：明尼阿波利斯联储主席尼尔·卡什卡利、克利夫兰联储主席贝丝·哈马克和达拉斯联储主席洛里·洛根分别发表声明，阐述了他们对美联储下一步行动的看法，认为可能是降息也可能是加息。此前，他们曾对美联储倾向于恢复降息持不同意见。芝加哥联储主席奥斯坦·古尔斯比表示，近期公布的通胀数据是“坏消息”。美联储理事迈克尔·巴尔表示，私人信贷压力可能引发“心理传染”，导致更广泛的信贷紧缩。卡什卡利表示，中东地区更大的冲击可能导致劳动力市场疲软，经济增长放缓。 关税：本周，美国总统唐纳德·特朗普誓言对欧盟汽车和卡车加征25%的关税（此前为15%），理由是欧盟“没有遵守”双方达成的协议。德国经济研究所（Ifo）所长克莱门斯·菲斯特警告称，新的关税可能使德国陷入衰退。 伊朗：美国启动“自由计划”，从周一开始护送中立船只离开霍尔木兹海峡。伊朗称，美国海军的干预将违反停火协议。特朗普表示，他将重新审视伊朗最新的和平提议，但他怀疑该提议能否令他满意，并且不排除再次发动军事打击的可能性。 美中关系：特朗普总统表示，他将在两周后访问中国，会见中国国家主席习近平，并称此次访问“非常重要”。 七国集团（G7）：特朗普总统表示，他“可能”会出席6月份在法国举行的七国集团峰会。 在阿联酋退出后，欧佩克+同意在6月份象征性地增产18.8万桶/日。 并购：GameStop提出以560亿美元的现金加股票收购eBay，其中200亿美元由TD银行提供债务融资。 ==欧洲： 欧洲央行：欧洲央行管理委员会成员约阿希姆·纳格尔倾向于在6月份加息，除非经济前景显著改善。管理委员会成员奥利·雷恩表示，如果出现第二轮冲击的迹象，欧洲央行必须“迅速而有力地”做出反应。管理委员会成员扬尼斯·斯图纳拉斯表示，经济衰退的可能性“真实存在且合情合理”。管理委员会成员麦迪斯·穆勒表示，欧洲央行目前处于中性水平，可以等待一段时间。管理委员会成员皮埃尔·温施表示，欧洲认为自由经济模式能够在全球经济转型中幸存下来的想法是“天真的”（《金融时报》）。
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