-- 德國商業銀行週一發布的《歐洲日出》報告重點指出: 市場:受股市和迷你期貨合約普遍支撐(日本和中國休市),美國國債在亞洲走弱。歐元回吐上週五的漲幅,日圓大幅上漲。原油價格基本持平。 聯準會:明尼阿波利斯聯邦儲備銀行主席尼爾·卡什卡利、克利夫蘭聯邦儲備銀行主席貝絲·哈馬克和達拉斯聯邦儲備銀行主席洛里·洛根分別發表聲明,闡述了他們對聯準會下一步行動的看法,認為可能是降息也可能是升息。此前,他們曾對聯準會傾向於恢復降息持不同意見。芝加哥聯邦儲備銀行主席奧斯坦·古爾斯比表示,近期公佈的通膨數據是「壞消息」。聯準會理事邁克爾·巴爾表示,私人信貸壓力可能引發“心理傳染”,導致更廣泛的信貸緊縮。卡什卡利表示,中東地區更大的衝擊可能導致勞動市場疲軟,經濟成長放緩。 關稅:本週,美國總統川普誓言對歐盟汽車和卡車加徵25%的關稅(先前為15%),理由是歐盟「沒有遵守」雙方達成的協議。德國經濟研究所(Ifo)所長克萊門斯·菲斯特警告稱,新的關稅可能使德國陷入衰退。 伊朗:美國啟動“自由計畫”,從週一開始護送中立船隻離開霍爾木茲海峽。伊朗稱,美國海軍的干預將違反停火協議。川普表示,他將重新審視伊朗最新的和平提議,但他懷疑該提議能否令他滿意,並且不排除再次發動軍事打擊的可能性。 美中關係:川普總統表示,他將在兩週後訪問中國,會見中國國家主席習近平,並稱這次訪問「非常重要」。 七國集團(G7):川普總統表示,他「可能」會出席6月在法國舉行的七國集團峰會。 阿聯酋退出後,歐佩克+同意在6月象徵性地增產18.8萬桶/日。 併購:GameStop提出以560億美元的現金加股票收購eBay,其中200億美元由TD銀行提供債務融資。 ==歐洲: 歐洲央行:歐洲央行管理委員會成員約阿希姆·納格爾傾向於在6月升息,除非經濟前景顯著改善。管理委員會成員奧利·雷恩表示,如果出現第二輪衝擊的跡象,歐洲央行必須「迅速而有力地」做出反應。管理委員會成員揚尼斯·斯圖納拉斯表示,經濟衰退的可能性「真實存在且合情合理」。管理委員會成員麥迪斯·穆勒表示,歐洲央行目前處於中立水平,可以等待一段時間。管理委員會成員皮埃爾·溫施表示,歐洲認為自由經濟模式能夠在全球經濟轉型中倖存下來的想法是「天真的」(《金融時報》)。
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