-- 德國商業銀行週一發布的《歐洲日出》報告重點指出： 市場：美國國債在亞洲走弱。亞洲股市和迷你期貨合約大多受到支撐。歐元兌美元匯率升至1.173美元。布蘭特原油價格一度飆升至每桶108美元，隨後回落。 美聯儲：美國司法部長珍妮·皮羅表示，司法部已停止對美聯儲主席傑羅姆·鮑威爾和美聯儲大樓建設成本的調查，並補充說，如果“事實需要”，她可能會重啟調查。參議院銀行委員會將於週三就凱文沃什的提名進行投票。參議員湯姆·蒂利斯表示，他已準備好推進沃什的任命。 美元：財政部長斯科特貝森特表示，增加外匯互換額度可以加強美國的「美元主導地位和儲備貨幣地位」。貝森特告訴《華爾街日報》，他不會拒絕未來擔任聯準會主席的機會。 伊朗戰爭：伊朗向美國提出一項協議，在延後核談判的同時，重新開放霍爾木茲海峽（Axios）。此前，美國總統唐納德·川普取消了維特科夫/庫許納的巴基斯坦之行，稱由於伊朗領導層內部“存在巨大的內訌和混亂”，已經“浪費了太多時間在旅行上”。川普後來表示，他「甚至還沒考慮」這會對停火協議產生什麼影響。 ==歐洲： 德國：社民黨議員馬蒂亞斯·米爾施正在考慮因伊朗戰爭而豁免債務緩衝機制。德國經濟研究所的馬塞爾‧弗拉茨舍爾表示，德國應該在此次危機中拋售黃金。 歐盟：法國總統馬克宏表示，“現在償還新冠疫情債務沒有意義”，並主張“在非常時期保持靈活性”。 政府間評等：標普將比利時評等從AA/負面下調至AA-/穩定，將斯洛伐克評等從A+/負面下調至A/穩定，維持芬蘭AA+評等，展望從穩定下調至負面，維持德國AAA/穩定。惠譽將立陶宛評等從A/穩定上調至A+/穩定，維持拉脫維亞A-/穩定。 ==亞洲： 由於今年約有1000億美元債券到期，中國正在放緩海外借貸審批，這促使企業轉向短期債務融資（彭博社）。
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United Airlines CEO Confirms Approach to American Regarding Potential Merger
United Airlines (UAL) Chief Executive Scott Kirby confirmed Monday that he approached fellow carrier American Airlines (AAL) about a possible merger, but the latter declined to engage and closed the door on a deal.A potential combination between the two companies could have expanded service to "smaller communities," increased the total number of economy seats in the marketplace, offered affordable prices to customers and built a more globally competitive US airline, Kirby said in a statement. The merger could have boosted the US economy and created "millions of jobs," among other benefits, Kirby added."I was hoping to pitch that story to American, but they declined to engage and instead responded by publicly closing the door," Kirby said. "Without a willing partner, something this big simply can't get done."American Airlines didn't immediately respond to' request for comment.American Airlines shares were down 2.7% in Monday afternoon trade, while United Airlines fell 1.4%.Earlier this month, American Airlines said it wasn't interested in any talks regarding a merger with United Airlines, adding that it would be "negative for competition and for consumers." Any deal would also have been "inconsistent" with the Trump administration's philosophy towards the industry and antitrust law, the company said at the time.During an earnings conference call with analysts last week, American Airlines CEO Robert Isom said a potential combination with United Airlines would have been "anticompetitive.""Everybody that has weighed in suggests the same thing," Isom told analysts, according to a FactSet transcript. "Bad for customers, bad for the industry, and then ultimately -- that'd be bad for American Airlines."American Airlines' public comments "make it clear that a merger like this is off the table for the foreseeable future," Kirby said Monday.US President Donald Trump reportedly voiced his opposition to the combination in a recent interview with CNBC, saying he didn't "like" having the two airlines merge.Last week, American Airlines reported that its first-quarter adjusted per-share loss narrowed year over year, while operating revenue increased. The carrier cut its 2026 earnings outlook at the time. Separately, United Airlines reported better-than-expected first-quarter results, but lowered its full-year earnings outlook amid rising fuel costs.Price: $91.69, Change: $-1.31, Percent Change: -1.41%
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Sectors
Sector Update: Health Care Stocks Softer in Afternoon Trading
Health care stocks were lower Monday afternoon with the NYSE Health Care Index easing 0.1% and the State Street Health Care Select Sector SPDR ETF (XLV) decreasing 0.2%.The iShares Biotechnology ETF (IBB) shed 0.2%.In corporate news, Eli Lilly (LLY) said Monday it has agreed to acquire Ajax Therapeutics for up to $2.3 billion in cash. The deal includes an upfront payment and subsequent payouts based on the achievement of clinical and regulatory milestones, the company said. Lilly shares were down 0.5%.Organon (OGN) shares jumped 17% after the company agreed to be acquired by India's Sun Pharmaceutical Industries $14 a share in cash, valuing the company at $11.75 billion.Moderna (MRNA) is facing a patent infringement lawsuit from CureVac, which alleged that Moderna's COVID-19 vaccine Spikevax used its proprietary mRNA technology without authorization, Reuters reported Saturday. Moderna shares were falling 3.3%.Catalyst Pharmaceuticals (CPRX) is being considered as a potential acquisition by Italy's Angelini Pharma, Bloomberg reported. Catalyst shares rose past 6%.
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Sectors
Sector Update: Consumer Stocks Decline Monday Afternoon
Consumer stocks were lower Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.8% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.3%.In corporate news, Domino's Pizza (DPZ) reported weaker-than-expected Q1 results on Monday, with the company's CEO saying consumer uncertainty and inflation weighed on demand late in the quarter. Its shares slumped past 9%.Verizon Communications (VZ) lifted its full-year earnings outlook on Monday and reported a Q1 bottom line above market estimates, while it unexpectedly added postpaid phone subscribers in the three-month period. Its shares rose 2.5%.Toyota Motor (TM) reported Monday total worldwide sales of 897,871 vehicles in March, down 7.3% from a year earlier. Toyota shares were fractionally higher.
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