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德國商業銀行在隔夜新聞中

-- 德國商業銀行週一發布的「歐洲日出」報告重點指出: 市場:美國公債殖利率在亞洲開盤走高,早盤交易中緩慢盤整。日本長期國債承壓。股指期貨全線下跌。布蘭特原油上漲7%,突破每桶102美元。歐元兌美元跌破1.17美元。 聯準會要求美國銀行提供其對私人信貸公司的風險敞口詳情。聯邦存款保險公司撤銷了拜登總統時期發布的銀行收費指引。 美國:據《華爾街日報》消息人士透露,川普總統承諾在卸任前對多名高級政府官員進行大規模赦免。 美伊和平談判在巴基斯坦持續21小時後破裂。美國海軍將於美國東部時間週一上午10點開始封鎖進出霍爾木茲海峽的船隻。川普總統正在考慮對伊朗進行有限的軍事打擊(據《華爾街日報》消息人士透露),並表示美國可能會打擊海水淡化廠/發電廠。 美伊關係:美國情報顯示,中國正在向伊朗運送武器(根據美國有線電視新聞網報告),川普總統威脅要對中國武器加徵50%的關稅。財政部長貝森特與川普討論瞭如果戰爭持續8到12週應採取的措施,他認為亞洲和歐洲最容易受到油價上漲的影響(據《華爾街日報》消息人士透露)。 沙烏地阿拉伯已恢復東西輸油管每日700萬桶的輸送能力。 ==歐洲: 德國:債務煞車機制不太可能在本屆政府任期內進行改革(《圖片報》)。聯合政府領導人就能源價格問題舉行的會議於週日晚間結束,但未發布任何聲明。 法國:總理塞巴斯蒂安·勒科爾努表示,法國計劃在2030年將電氣化投資翻一番,達到100億歐元,到2030年用電力取代85太瓦時的天然氣,並強調必須有針對性地向家庭提供能源援助。 匈牙利:彼得·馬扎爾領導的蒂薩黨預計將贏得三分之二的多數席位,結束總理維克托·歐爾班長達16年的任期。 評等:穆迪確認法國評等為Aa3/負面。 DBRS確認立陶宛評級為A(高)/穩定,馬耳他評級為A(高)/穩定。標普確認英國評級為AA/穩定,德國黑森州評級為AA+/穩定。

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