-- 德國商業銀行週四發布的「歐洲日出」報告重點指出: 市場方面:美國公債在紐約交易時段尾盤企穩,亞洲交易時段小幅走高。德國兩年期沙茨公債高開。受伊朗戰爭停火協議延期預期提振,日經指數領漲股市。歐元兌美元匯率穩定在1.181美元附近。布蘭特原油價格高於每桶96美元。 聯準會方面:褐皮書顯示,大多數地區的經濟成長略有至溫和,物價漲幅適中。芝加哥聯邦儲備銀行行長奧斯坦·古爾斯比表示,聯準會面臨兩方面的「些許風險」:油價上漲和關稅影響。聖路易斯聯邦儲備銀行行長阿爾貝托·穆薩萊姆表示,利率可能在一段時間內維持不變。 伊朗戰爭:美國正尋求與伊朗達成“大交易”,以解除制裁和支持民用核能或能源項目為條件,換取伊朗停止鈾濃縮活動並削減對武裝組織的支持(《每日電訊報》)。伊朗正在考慮允許船隻自由通過霍爾木茲海峽阿曼一側(路透社)。 以色列:鑑於美國的壓力,預計以色列和真主黨將在本週內停火(《金融時報》)。 ==歐洲: 歐洲央行:歐洲央行官員傾向於在4月的會議上維持利率不變(彭博社消息人士)。管理委員會成員伊莎貝爾·施納貝爾表示,歐洲央行有時間分析伊朗戰爭帶來的衝擊;施納貝爾不希望對經濟造成不必要的負擔。管理委員會成員弗朗索瓦·維勒魯瓦·德加洛則表示,現在就關注4月的會議還為時過早,歐洲央行應避免倉促調整政策。馬迪斯·穆勒表示,歐洲央行可能尚未掌握所有數據,無法確定本月是否需要升息。歐洲央行理事會成員約阿希姆·納格爾表示,4月的升息取決於霍爾木茲海峽局勢;他並未排除4月升息的可能性。 英國央行:英國央行總裁安德魯貝利表示,他並不急於升息。 ==亞洲: 中國:第一季國內生產毛額年增5.0%,高於市場普遍預期的4.8%。
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