-- 法国兴业银行周二早间经济新闻摘要指出： ——布伦特原油价格上涨至每桶111美元。特朗普总统在与伊朗国家安全官员会晤后，不太可能接受伊朗提出的结束两伊冲突的提议。正在进行的谈判围绕分阶段进行：潜在协议的第一部分将着重于恢复现状，并重新开放霍尔木兹海峡，不设任何限制或收费。 ——日本央行维持利率在0.75%不变，鹰派人士持反对意见。中川、高田和田村投票支持加息25个基点。消费者价格指数（CPI）预期值从2026财年的1.9%上调至2.8%，从2027财年的2.0%上调至2.3%；核心CPI预期值从2026财年的2.2%和2027财年的2.6%上调至2.6%。 2026财年国内生产总值（GDP）增长预期从1.0%下调至0.5%。预计预测期末油价将跌至每桶70-80美元。 ——明日要闻：美国消费者信心指数、七年期美国国债拍卖、欧洲央行CPI预期。匈牙利和智利央行预计将维持利率不变。 ——日经指数下跌1.0%，欧元区10年期国债收益率上涨2个基点至3.085%，布伦特原油上涨2.1%至每桶110.4美元，黄金下跌1.1%至每盎司4625美元。
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