-- 德國商業銀行週四發布的《歐洲日出》報告重點指出: 市場:美國公債在紐約交易時段走軟,亞洲交易時段進一步走弱。德國國債期貨在亞洲交易時段跟著美國公債走低。標普500指數一度觸及歷史新高,隨後迷你期貨合約與疲軟的亞洲股市一同強勁回落。歐元兌美元匯率跌破1.17美元。布蘭特原油價格高於每桶103美元。 美國:白宮經濟顧問凱文·哈塞特表示,核心通膨“正在大幅下降”,通膨下降應有助於聯準會實現利率正常化。哈塞特設想在縮減資產負債表的同時降息。他非常有信心參議院將確認凱文·沃什出任聯準會新任主席,並希望現任主席傑羅姆·鮑威爾在確認後「卸任」。 伊朗戰爭:白宮新聞秘書卡洛琳·萊維特表示,三到五天的停火時間表「不實」。唐納德·川普總統尚未為伊朗方案設定明確的最後期限,封鎖仍然有效。她表示,歐洲方面提出對話,但並未就加入封鎖採取任何行動。 伊朗戰爭:伊朗可能在霍爾木茲海峽及其周邊地區佈設了20多枚水雷,清除工作可能需要長達六個月的時間(華盛頓郵報)。 伊朗戰爭:伊朗總統馬蘇德·佩澤什基揚表示,封鎖和威脅是主要障礙,但他仍然歡迎對話。 ==歐洲: 芬蘭:政府就2027-2030年預算框架達成一致,其中包括到2030年削減5.2億歐元的開支。 ==亞洲: 日本:製造業採購經理人指數(PMI)上升3.3點至54.9。
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