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德國商業銀行在隔夜新聞中

-- 德國商業銀行週五發布的「歐洲日出」報告重點指出: 市場:受霍爾木茲海峽局勢擔憂影響,美國公債殖利率飆升,隨後部分回落,亞洲市場持續走平。紐約股市收盤前反彈,亞洲期貨市場動能減弱。布蘭特原油價格在每桶106美元附近區間震盪,美元走強。 美國銀行業:聯準會和聯邦存款保險公司最終敲定了放寬社區銀行槓桿率的政策。 二十國集團:根據《華盛頓郵報》報道,美國總統川普希望邀請俄羅斯總統普丁參加12月在邁阿密舉行的峰會。 中東:以色列和黎巴嫩將停火期限延長三週。根據美國有線電視新聞網(CNN)報道,如果美伊停火協議破裂,美國軍方正在製定打擊伊朗霍爾木茲海峽防禦系統的計畫。川普總統表示,他不會對伊朗使用核武。 ==歐洲: 歐洲央行:彭博社的一項調查顯示,歐洲央行將在6月升息一次,並在2027年9月前降息。歐洲央行管理委員會成員約阿希姆·納格爾表示,川普總統對聯準會的攻擊正在導致資金逃離美國資產和美元。 歐盟:首批450億歐元援助烏克蘭的款項將於5月底開始發放。義大利總理梅洛尼表示,歐盟的能源方案還不夠。波蘭總理唐納德·圖斯克質疑美國是否「忠於」北約框架下的歐洲國防,並表示歐盟應該加強共同防禦條款(英國《金融時報》獨家報道)。 義大利預計到2028年,其國有資產處置總額可能達到國內生產毛額的0.8%(190億歐元)。 希臘:公共債務將在2026年降至137%(2025年為145%),屆時義大利將成為歐盟負債最高的國家。 ==亞洲: 日本:3月消費者物價指數漲幅超乎預期。

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