-- 法国兴业银行周一早间经济新闻摘要指出: ——受伊朗提议重开霍尔木兹海峡/结束战争并推迟核谈判(Axios)消息,布伦特原油价格从每桶108美元的高位回升。伊朗外长阿拉格奇周一会见了俄罗斯总统普京,美国总统特朗普也将与伊朗国家安全和外交政策团队会面。第二轮会谈并未在伊斯兰堡举行。 ——美联储:司法部撤销了对美联储主席杰罗姆·鲍威尔关于成本超支的刑事调查。共和党参议员蒂利斯将支持凯文·沃什出任美联储主席。 -- 美国商品期货交易委员会(CFTC)外汇持仓情况:欧元(EUR)净多头头寸增至未平仓合约的5.2%,日元(JPY)空头头寸增至26.9%,英镑(GBP)空头头寸减至19.8%,澳元(AUD)多头头寸减至23.5%,加元(CAD或卢尼)多头头寸减至8.3%,墨西哥比索(MXN)多头头寸增至34.6%,纽约商品交易所(Nymex)多头头寸基本持平于9.7%。 -- 下周展望:预计美联储公开市场委员会(FOMC)、欧洲央行、英国央行、日本央行和加拿大央行将维持利率不变。美国将公布第一季度国内生产总值(GDP)初值和个人消费支出(PCE)通胀数据。欧元区将公布第一季度消费者物价指数(CPI)初值和GDP初值。预计巴西、智利和匈牙利央行将维持利率不变。澳大利亚和波兰将公布CPI数据。中国将召开全国人大会议。 日经指数上涨 1.2%,欧元 10 年期利率上涨 1.8 个基点至 3.05%,布伦特原油上涨 2.3% 至每桶 107.8 美元,黄金上涨 0.1% 至每盎司 4,712 美元。
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