-- 在特朗普总统宣布封锁霍尔木兹海峡后,美国股市投资者将关注第一季度财报以及伊朗战争的最新进展。此前,在巴基斯坦举行的伊朗和平谈判无果而终。 * 第一季度财报季将于本周正式拉开帷幕,摩根大通 (JPM)、美国银行 (BAC)、花旗集团 (C)、摩根士丹利 (MS) 和高盛 (GS) 等大型银行将陆续发布季度业绩。 * 据《华尔街日报》周一援引官员和知情人士报道,特朗普及其顾问正在考虑在封锁之外,恢复对伊朗的有限军事打击,以此打破和平谈判的僵局。 * 《华尔街日报》的另一篇报道称,封锁措施的宣布可能会使美军陷入一场旷日持久的争夺,以控制这一战略要道,同时加剧冲突造成的全球经济损失。 * 周一早盘,西德克萨斯中质原油期货价格飙升8%,至每桶104.59美元;布伦特原油期货价格也大幅上涨7.8%,至每桶102.95美元。美国国债收益率也随之上升,10年期国债收益率上涨1.8个基点至4.34%,2年期国债收益率上涨2.1个基点至3.82%。ICE美元指数上涨0.3%,至98.99,反映出美元兑世界主要货币的强势。 * 特朗普确认美国将于周一上午10点(美国东部时间)起对进出伊朗港口的船只实施封锁后,伊朗表示,如果其港口受到威胁,波斯湾和阿曼海的任何港口都将不再安全。 * 本周公布的宏观经济数据包括生产者价格指数、成屋销售、ADP就业人数变动和首次申请失业救济人数。 * 美联储理事克里斯托弗·沃勒和米歇尔·W·鲍曼,以及纽约联储主席约翰·威廉姆斯,都是本周将要发表意见的众多央行官员之一。
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