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德國商業銀行在隔夜新聞中

-- 德國商業銀行週二發布的《歐洲日出》報告重點指出: 市場:布蘭特原油價格跌破每桶100美元,股市延續漲勢,美國公債在副總統萬斯發表評論後反彈,美元走弱。日本長期公債殖利率在強勁的20年期公債拍賣後下滑。 聯準會:芝加哥聯邦儲備銀行行長奧斯坦·古爾斯比表示,聯準會必須將能源價格長期上漲的預期納入考量,並警告這將打擊消費者信心。聯準會理事史蒂芬米蘭認為沒有理由對通膨飆升做出反應,預計一年後通膨率將「非常接近」目標水準;他不支持出售證券,減少資產負債表的使用有助於保持聯準會的獨立性。 聯準會:紐約聯邦儲備銀行預計今年SOMA淨收入將轉正,並計劃在未來一個月進一步削減國債購買規模。 聯準會:凱文沃什已向參議院提交文件,這使他距離聯準會主席的聽證會又近了一步(CNBC)。伊朗戰爭:美國和伊朗正在考慮再次舉行面對面談判,以達成更長期的停火協議。副總統萬斯表示,美國已經實現了目標,「可以開始逐步結束這場衝突」。伊朗總統在與法國總統馬克宏的通話中表示,德黑蘭準備繼續與美國進行和平談判。伊朗在周末的會談中提出暫停核子活動五年,而美國則提議暫停20年(《紐約時報》)。國務卿馬可·盧比奧將於週二在華盛頓主持以色列和黎巴嫩之間的會談。 霍爾木茲海峽:沙烏地阿拉伯正在向美國施壓,要求解除封鎖(《華爾街日報》)。馬克宏總統和英國首相基爾·斯塔默大力宣傳一項開放霍爾木茲海峽的計畫。川普總統希望在周二公佈哪些國家提供了幫助。 川普總統表示,“我們結束這場衝突後可能會訪問古巴。” ==歐洲: 歐洲央行:歐洲央行管理委員會成員弗朗索瓦·維勒魯瓦·德加洛呼籲保持警惕,因為法國央行(BdF)的調查顯示,23%的法國企業計劃在4月份提價,高於3月份的11%。法國央行預計第一季國內生產毛額成長0.3%。 英國:財政大臣雷切爾·里夫斯將在國際貨幣基金組織峰會上力薦英國,稱其為“投資者難得的避風港”。英國零售商協會(BRC)3月零售銷售數據超出預期。

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