-- 德國商業銀行週三發布的《歐洲日出》報告重點指出： 市場：美國國債在紐約尾盤遭到拋售，但在亞洲早盤交易中受追捧。布蘭特原油價格週二晚間一度突破每桶100美元，但在川普總統宣布延長與伊朗的停火協議後回落。停火消息公佈後，迷你期貨合約小漲。 聯準會：聯準會主席沃許在參議院確認聽證會上表示，累計物價上漲是過去政策失誤的遺留問題，通膨軌跡正在改善，但仍有許多工作要做。沃什認為，資產負債表不應持有長期資產，他沒有給出具體的規模數字，任何調整都需要精心策劃。 聯準會：聯準會理事克里斯多福沃勒表示，聯準會各銀行在裁員10%方面進展順利，需要重新考慮實體機構的佈局，集中運作並引入人工智慧（AI）。 美國：白宮提名克里斯多福費蘭擔任經濟顧問委員會主席。 伊朗戰爭：川普總統延長停火期限，直至「談判結束」。川普維持海上封鎖。副總統萬斯在伊朗拒絕出席後推遲了對巴基斯坦的訪問。伊朗外長稱美國的封鎖是「戰爭行為」。伊朗透過使用不同的港口和船對船轉運來規避封鎖（《每日電訊報》）。伊朗收到“一些跡象”，表明美國準備打破封鎖（塔斯明通訊社）。 ==歐洲： 歐洲央行：歐洲央行管理委員會成員馬丁斯·卡扎克斯表示，目前沒有升息的緊迫性；並稱通膨預期目前得到控制。 德國：基民盟/基社盟提出所得稅改革方案，每年減稅250億至300億歐元（HB）。 法國：總理塞巴斯蒂安·勒科爾努宣布延長對受燃料成本上漲影響產業的援助。 義大利計劃在2026年將預算赤字降至2.8%（路透社消息）。 烏克蘭：總統弗拉基米爾·澤連斯基表示，德魯茲巴輸油管的維修工作已經完成，為獲得歐盟900億歐元貸款掃清了障礙。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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