专题时间线
经济/货币政策
凯文·沃什宣誓就任美联储主席及理事会成员，联邦公开市场委员会一致推选其担任主席。（Fed）；凯文·沃什于2026年5月22日宣誓就任美联储主席，市场预期美联储可能加息以应对通胀。（Xinhua Finance） 关键事件：沃什宣誓就任美联储主席（Fed）；沃什宣誓就任美联储主席，面临通胀挑战（Xinhua Finance）
信源画像
来源覆盖
最近更新: 2026-05-23
来源数
55
大陆
3
港澳台
0
海外
52
官媒/官方
6
非官媒
49
聚合源
2
优先原始报道
53
中文覆盖
3
英文覆盖
29
参考链接
200
国家 / 地区: Australia / Brazil / Canada / China / EU / France / Germany / India / Indonesia / International / Iran / Israel / Japan / Qatar / Russia / South Korea / Turkey / UK / USA / Ukraine
来源样本
覆盖差异
覆盖差异
仅基于来源结构生成的规则观察，不包含立场判断。
覆盖以海外信源为主
提示当前窗口内海外信源 52 个，大陆信源 3 个。
英文覆盖多于中文覆盖
提示当前窗口内英文信源 29 个，中文信源 3 个。
研究投影
研究投影
关联品种: AU黄金 / SC原油 / EC欧线集运 / PS多晶硅 / BU沥青
跟踪状态: 跟踪中 30 / 待复核 30
生命周期建议: 继续跟踪 · 近期报道仍密集
最近检查点
- EC 3y · 跟踪中 · scheduled_long_horizon_checkpoint
- EC 2y · 跟踪中 · scheduled_long_horizon_checkpoint
- EC 1y · 跟踪中 · scheduled_long_horizon_checkpoint
- EC 6m · 跟踪中 · scheduled_long_horizon_checkpoint
2026-05-23
2026-05-23
进展要点
- 凯文·沃什宣誓就任美联储主席及理事会成员，联邦公开市场委员会一致推选其担任主席。（Fed）
- 凯文·沃什于2026年5月22日宣誓就任美联储主席，市场预期美联储可能加息以应对通胀。（Xinhua Finance）
- 凯文·沃什正式就任美联储主席，特朗普总统在仪式上明确要求其改变货币政策方向。（Der Spiegel International）
关键事件
- 沃什宣誓就任美联储主席（Fed）
- 沃什宣誓就任美联储主席，面临通胀挑战（Xinhua Finance）
- 凯文·沃什宣誓就任美联储主席（Der Spiegel International）
关联路径
Fed leadership change / monetary policy expectations / USD and rates volatility
Fed chair change / rate hike expectations / USD strength, risk-off
来源
China News Service / Xinhua Finance / Yahoo News - World / France 24 #2 / Fed / Google News - World / Der Spiegel International / Al Jazeera Middle East / ABC News / Yonhap News TV / RT News / Times of India / Sky News / BBC News (Business) / The New York Times / France 24 #3
参考链接
- [1] https://www.chinanews.com.cn/gj/2026/05-23/10626977.shtml
- [2] https://www.yahoo.com/news/articles/irans-intensified-closure-strait-hormuz-150534298.html
- [3] https://www.france24.com/en/middle-east/20260522-rubio-urges-more-support-from-nato-allies-help-end-iran-war-mediation-talks-begin
- [4] https://www.federalreserve.gov/newsevents/pressreleases/other20260522a.htm
- [5] https://news.google.com/rss/articles/CBMikwFBVV95cUxNenRXUWhkWi05T2JSVHQ4WTY0TTVLcmlWSXZ0cENoNEpTamhHcHRRZG1BVzJ2ZFJvYmhLTXEwZUhtdmJTN01CdDBwUnZqT1lMaGhrOUp2QncyZjhsTzhNWjJoMGVPaW5lYkRFQ1ZvSVVFLTdjRHJtZlFsbHd1SFM3N2JvekxPOGNJZHZURmFaNUNCeFU?oc=5
- [6] https://www.xinhuanet.com/fortune/20260523/4f110ca2c5c849be9f9bb086feab17ef/c.html
- [7] https://www.spiegel.de/wirtschaft/kevin-warsh-neuer-fed-chef-im-weissen-haus-vereidigt-a-268dae4a-6f36-452f-9e07-f8f1c3f9056c
- [8] https://www.aljazeera.com/economy/2026/5/22/kevin-warsh-sworn-in-as-new-us-fed-chair?traffic_source=rss
- [9] https://abcnews.com/US/gas-prices-highest-level-4-years-ahead-memorial/story?id=133219781
- [10] https://www.yonhapnewstv.co.kr/news/MYH20260523003218bkx
- [11] https://www.rt.com/news/640454-trump-plans-change-wedding-iran/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [12] https://timesofindia.indiatimes.com/business/india-business/rbi-steps-up-dollar-sales-to-53-billion-to-defend-rupee-in-fy26/articleshow/131270439.cms
- [13] https://news.sky.com/story/china-four-killed-and-90-trapped-following-coal-mine-accident-13547200
- [14] https://www.bbc.com/news/articles/cvgz311dq3ko?at_medium=RSS&at_campaign=rss
- [15] https://www.nytimes.com/2026/05/22/world/middleeast/iran-ceasefire-us-qatar-pakistan.html
- [16] https://www.france24.com/fr/%C3%A9missions/la-semaine-de-l-%C3%A9co/20260522-choc-p%C3%A9trolier-vs-d%C3%A9ficit-l-impossible-%C3%A9quation
- [17] https://www.aljazeera.com/news/2026/5/22/economic-confidence-plummets-in-us-amid-iran-war-poll-shows?traffic_source=rss
- [18] https://www.yonhapnewstv.co.kr/news/MYH20260523085743BMb
- [19] https://abcnews.com/International/4-dead-90-trapped-coal-mine-accident-northern/story?id=133238116
- [20] https://www.yonhapnewstv.co.kr/news/MYH20260523084301zk1
- [21] https://www.france24.com/fr/moyen-orient/20260522-guerre-au-moyen-orient-un-m%C3%A9diateur-pakistanais-%C3%A0-t%C3%A9h%C3%A9ran-des-n%C3%A9gociations-dans-l-impasse
- [22] https://news.google.com/rss/articles/CBMihgFBVV95cUxOdVlHX1dTNEdZNEY1N3VuRDVvR051UFpTem9kNlloY1NiOW9yRVBCUWtUUUJXcW12VWFWbGs5YzlyV2dWWE9FRkIwblhuZFBqaVhKNzhIVnk5R2VSaTRZZ2FjTXRaaWp5UEdhTGhEN3RvOVoyQ29HR29UeDJTWXk2MU83MDB4UQ?oc=5
- [23] https://www.aljazeera.com/news/2026/5/22/pakistans-army-chief-in-iran-as-uss-rubio-says-slight-progress-in-talks?traffic_source=rss
- [24] https://news.google.com/rss/articles/CBMiyAFBVV95cUxQQThBMGFCbXlrNFNIbHFpT2ZvTWNFMDFvMVI4ekMxTTBiZURGczRvR29KMWFiZVFmUWoxQ013ajNkZlNUYk9jYURmcHN1bnpqM0JheW9GQ3pubTYyWWtDdW1HWEFKYzE5bE5PMG9yZTJDd20tTVNQNXp4RlRXLU0yVVJodVo3VmRTVTN3TkhjWUxicnRqZVlSNVU1WDZhVFVwYzZSaGN0dnBjbDRSSmhRam9sb0VscWh5anljZXR3YVZYVHZmcXVyMw?oc=5
- [25] https://timesofindia.indiatimes.com/world/middle-east/warning-shot-from-iran-uae-nuclear-plant-attack-from-iraq-sparks-fears-of-wider-gulf-war-as-tehrans-proxies-step-in/articleshow/131264706.cms
2026-05-22
2026-05-22
进展要点
- 轨迹（Pivoting）：欧盟因能源价格飙升和通胀上涨，下调2026年和2027年经济增长预期（中国新闻网）。
- 欧元区5月商业活动以两年多来最快速度萎缩，滞胀担忧升温。
关键事件
- 能源价格飙升拖累，欧盟下调经济增长预期（China News Service）
关注 / 展望
欧洲央行可能面临宽松压力，但通胀高企制约空间，关注后续PMI数据及欧央行信号。
关联路径
能源价格飙升 / 通胀上升 / 欧盟增长下调 / 欧元承压
来源
China News Service / Yonhap News TV / Nikkei Asia / Ukrinform / Google News - World / Yonhap News Agency / RT News / Kremlin President News / Al Jazeera Middle East / France 24 #2 / BBC News (Top) / KBS World News / BBC News (Business) / Times of India
参考链接
- [1] https://www.yonhapnewstv.co.kr/news/MYH20260522083300AKw
- [2] https://asia.nikkei.com/business/markets/commodities/speculators-rush-into-copper-as-sulfur-supply-risk-ai-drive-up-prices
- [3] https://www.ukrinform.net/rubric-ato/4125902-putin-and-lukashenko-launch-joint-exercises-involving-nuclear-forces-of-russia-and-belarus.html
- [4] https://news.google.com/rss/articles/CBMisgFBVV95cUxQZXAyY0JKTEhXY3BzdFkxXy1wM1U3VzAzY1dTYTMyRVJxenBZWEIxa3RENjFnNHI0cy1YLXhmSFNBcUhraG9pOEM2elZia2xoRnRtTUlYNUpMNU9rRmxhNkhPT3ZwaWZOOVdaa1F3VkEzSjRvX0NQNGpidHhKWGtaWVEwMGtJa3FObXJaZzF5YVdSUm5jVUZqSGZ4Zzh5MlhFMnhiSTdmc05rWVVIU2o0LVJB?oc=5
- [5] https://en.yna.co.kr/view/AEN20260522000200315
- [6] https://www.chinanews.com.cn/gj/2026/05-22/10626220.shtml
- [7] https://www.rt.com/news/640347-rt-hormuz-gridlock-video/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [8] http://en.kremlin.ru/events/president/news/79802
- [9] https://www.aljazeera.com/video/newsfeed/2026/5/21/russia-rehearses-use-of-nuclear-forces-in-drills-with-belarus?traffic_source=rss
- [10] https://www.france24.com/en/europe/20260521-iran-war-squeezes-europe-economy-growth-slumps-prices-surge-energy-shock
- [11] https://www.bbc.com/news/articles/cq5py64gvwzo?at_medium=RSS&at_campaign=rss
- [12] https://world.kbs.co.kr/service/news_view.htm?lang=e&Seq_Code=201631
- [13] https://www.bbc.com/news/articles/cj9prkzwr8vo?at_medium=RSS&at_campaign=rss
- [14] https://timesofindia.indiatimes.com/india/bitumen-crisis-due-to-iran-war-to-hit-road-work/articleshow/131254256.cms
- [15] https://www.yonhapnewstv.co.kr/news/MYH202605220725520ki
- [16] https://www.yonhapnewstv.co.kr/news/AKR20260522054906qzT
- [17] https://news.google.com/rss/articles/CBMiakFVX3lxTFBqWC1XOU9TYW5sSUZuc3BIdHF5UjFrS1pXX1p4YVhTUGpHYnBRbUZGS2xQVUY1eVJaYTktNEJ2Q2dWMUttbjU0dmM4N2R2dDhjSmVKelQ4NkM2MmhIYmpYSHc5Sjg5azI2eGc?oc=5
- [18] https://www.chinanews.com.cn/gj/2026/05-22/10626219.shtml
- [19] https://news.google.com/rss/articles/CBMitAFBVV95cUxPckNRR0ZlV1BmZGFHSDUtMDhpMW80VnI1d2tFMmg0Zk5zUlNNemFBYmkwZDdaM3l0V0xrUnhiZ2JUZlFZTWloM1pPV1pEdjIwRzlhMHhZNF94RGlMRjNfZVFkdkpTdkVsVDdGSXhnVkxXS25mYjNfenpyQXBId3Q0LUM0anlTak9jS3VNcU9IT3QxX2lJU2U5ZkVUUnRMTHV1Z3NtMGM5VHE3cm5yNUo4a1BManrSAboBQVVfeXFMUFJhWl9QYmxMa3pXN1FZUWY0N1lpMUFibG1vZ2g4NUlodloxQktGR1FvU0FmNk5EOGxrWlk4b1NKWmxvcV8zODg5NU1lX3ZqclhtR0U5R1dyS2dBTXRRcmtoQnBORF9zSmR0dG9IWG0tV3paS3VieXV6UmFzSnVoUmlzdHJpMGxDQWJITFQwZHJ6REZoblRKV28wTmlScDF
- [20] https://www.chinanews.com.cn/gj/2026/05-21/10626210.shtml
- [21] https://www.aljazeera.com/features/2026/5/21/maths-behind-hormuz-toll-is-paying-iran-for-transit-cheaper-than-blockade?traffic_source=rss
2026-05-21
2026-05-21
进展要点
- 美联储4月会议纪要显示，多数官员认为可能需要进一步加息以应对通胀，这是鲍威尔作为主席的最后一次会议。（The New York Times）
- 美联储公布4月28-29日联邦公开市场委员会会议纪要，显示维持利率不变。（Fed）
- 美联储4月会议纪要显示，多数委员认为若通胀持续高于2%，可能需要加息。部分委员支持删除政策声明中的宽松偏向措辞。（Yonhap News TV）
关键事件
- 多数美联储官员支持进一步加息可能性（The New York Times）
- 美联储4月会议纪要公布，维持利率不变（Fed）
- 美联储多数委员：若通胀持续高于2%，加息将适当（Yonhap News TV）
关联路径
Fed hawkish minutes / rate hike expectations / USD strengthens, equities fall
Fed holds rates / USD steady / rates / equities adjust
来源
China News Service / Al Jazeera Middle East / Times of India / Yonhap News TV / Nikkei Asia / Google News - World / The New York Times / The Hindu / Fed / Global Issues News
参考链接
- [1] https://www.aljazeera.com/news/liveblog/2026/5/21/iran-war-live-tehran-says-no-surrender-to-us-diplomacy-wiser-than-war?traffic_source=rss
- [2] https://www.chinanews.com.cn/gj/2026/05-21/10625478.shtml
- [3] https://timesofindia.indiatimes.com/world/middle-east/us-military-boards-iranian-oil-tanker-suspected-of-breaching-blockade/articleshow/131237565.cms
- [4] https://www.yonhapnewstv.co.kr/news/MYH20260521075924OFd
- [5] https://asia.nikkei.com/business/tech/semiconductors/nvidia-reports-85-revenue-jump-but-still-excludes-china-in-outlook
- [6] https://news.google.com/rss/articles/CBMiwgFBVV95cUxORWpQYXVORlppVlY3QlBsMV9YNWo3UC1RM1lNV25wM0oxcTQyeDNkMHpRTXZPRDNGYXZCWkRtbDl3YWxvS0YzeTZ5SkFIX1JXOHN4ZnE1UXJFbXhjbERsOTFDR0hTNEdZaXF3ZmpwRTZfb2hBbllBekRKSWJhNjN5eUlfMFhkMUo4M1JkOENoSk5nNy02clZEdmFDWDJZajVqbEZhOGZNZzcyallNN05QRWVnV1N4b3V6TWV1SWFaTnJTQQ?oc=5
- [7] https://www.nytimes.com/2026/05/20/business/economy/fed-minutes-interest-rates.html
- [8] https://www.thehindu.com/news/international/war-would-spread-beyond-west-asia-say-iran-guards/article71003575.ece
- [9] https://www.federalreserve.gov/newsevents/pressreleases/monetary20260520a.htm
- [10] https://www.globalissues.org/news/2026/05/20/43089
- [11] https://www.yonhapnewstv.co.kr/news/MYH2026052107543066Q
- [12] https://www.yonhapnewstv.co.kr/news/MYH202605210736262b9
- [13] https://www.aljazeera.com/video/newsfeed/2026/5/20/china-and-russia-unite-after-trumps-beijing-visit?traffic_source=rss
- [14] https://timesofindia.indiatimes.com/knowledge-centre/us/donald-trump-warns-iran-of-nasty-us-action-as-negotiations-enter-final-stages/articleshow/131235009.cms
- [15] https://news.google.com/rss/articles/CBMiowFBVV95cUxOQ0ZFY25hdmpwMElXdkFNMzVTLWo2amc5bXlPTkN6M2diVFVtcVctYzNURlBVdUk1dTZpZGVhZTlDdHhTVEM3OFhnUWJWRU1iT3RVZk9lb1ZLalk1cmF5aFNycl9rR0IzNU1jN2UwN1k5SWdnaG9maGpfU2hRWnRKMlpjQTcwZnBfbjVFTW9mck93RElQaVpoVVVoUHFVWHhaWkZz0gGoAUFVX3lxTE1vOWF5M1ktZzlFTTZRNHkyY0ltUWRSOG5kRXpjd1dFWmUtRE9SczFuVHU0OTVjVkdLRzludlZqUVcwNllTZTdHZ0RYT0J5d1Fkd2w1dlJJVWxES1pzbTlDZ29uMXRybzdlYV9ocUZQLWNtR2Fwc0E4Z1A5M3J0NER3YmVEUlFnbjdJZkJZS0pYYTZkajZjTmtONE5kWDB5dUhWdmRIUzFJSg?oc=5
- [16] https://news.google.com/rss/articles/CBMikAFBVV95cUxPaS1tT1g1ek9Vd0J6N3hxTXRRajNNaUNjRGRWb2tma2pUeXlVSC1nZ2dMWkc3WlNLLTJmQlg2czB0RUpBUnFJOWtOZGJGVjZhVzVweEJDN29WRmFBMkszOG1Bblk0cGNsMkJXUDJaOXMzUmVCLWZERFlfTy02UDQtRWUzVVdKRGREZGF1QkdvNTg?oc=5
- [17] https://timesofindia.indiatimes.com/defence/42-aircraft-over-29-billion-what-trumps-iran-operation-cost-the-us-military/articleshow/131223225.cms
- [18] https://asia.nikkei.com/spotlight/iran-tensions/iran-war/over-160-oil-tankers-stuck-in-gulf-as-iran-tightens-grip-on-hormuz
- [19] https://www.aljazeera.com/news/2026/5/20/iran-says-it-coordinated-crossing-of-26-vessels-out-of-strait-of-hormuz?traffic_source=rss
- [20] https://www.yonhapnewstv.co.kr/news/AKR20260521064359ngM
- [21] https://www.yonhapnewstv.co.kr/news/AKR20260521055115XiN
- [22] https://www.yonhapnewstv.co.kr/news/MYH20260521055710iM2
- [23] https://www.yonhapnewstv.co.kr/news/AKR20260521052403wBo
- [24] https://www.yonhapnewstv.co.kr/news/MYH202605210518568Yk
- [25] https://news.google.com/rss/articles/CBMiqwFBVV95cUxPUzJqdzZGSXA2c250V2k3RVJVRllBLXBYNHJEUGJaeGdmb1lWVmFpRlBHVEdaNmlVaC13bmhnZ3pMcDVDMTVnZ2RJWVFZQnNYaERRVXlVVWQ2dEQyQjVuQWJKTFI1Z0J0NWl3OXgweFYxRDJGeGE5ZTlyeXByN3hNZndXYmpQUENyQnZUMWQwaFpIT2Q0ZnAzZFdsTDRGemVRNUt0VHZrVE9LSGM?oc=5
- [26] https://www.aljazeera.com/news/2026/5/20/at-least-eight-killed-in-israels-air-attacks-on-southern-lebanon?traffic_source=rss
- [27] https://timesofindia.indiatimes.com/world/us/im-in-no-hurry-donald-trump-says-us-will-give-one-shot-to-peace-talks-with-iran-after-threatening-to-attack/articleshow/131228839.cms
- [28] https://www.yonhapnewstv.co.kr/news/AKR20260520235425ydt
2026-05-20
2026-05-20
进展要点
- 纽约股市三大股指全线下跌，因美国长期国债收益率飙升，30年期收益率触及5.19%创2007年以来新高，10年期收益率升至4.687%创去年1月以来新高。市场担忧通胀加速及...（Yonhap News TV）
关键事件
- 美债收益率飙升，纽约股市全线下跌（Yonhap News TV）
关联路径
美债收益率飙升 / 风险资产承压 / 避险情绪升温
来源
China News Service / RT News / Google News - World / Al Jazeera Middle East / The New York Times / Yonhap News TV / France 24 #2 / Yonhap News Agency / Yahoo News - World
参考链接
- [1] https://www.rt.com/news/640200-us-nato-troop-commitments/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [2] https://news.google.com/rss/articles/CBMijAFBVV95cUxQM0dIXzRtQmFEWVh6Wkp6a1dmaW9ZT0dtc2ZEVkpfdUZOekJrMkpkWlh3a3lfYnlEVVhkV21xSHJ0UW1lbFJ0bVptS3BfYzlxa0NKc29rM204Sk1mc094b3VvcU9UOFNkNnY0T0lOV3dBV0Y5X2JSNVBpUW1mZVcwRjY4dnpobUpOdzlXbw?oc=5
- [3] https://www.aljazeera.com/news/liveblog/2026/5/20/iran-war-live-tehran-warns-of-many-more-surprises-if-conflict-resumes?traffic_source=rss
- [4] https://www.chinanews.com.cn/gj/2026/05-20/10624660.shtml
- [5] https://www.nytimes.com/2026/05/19/us/politics/iran-israel-us-leader-ahmadinejad.html
- [6] https://www.yonhapnewstv.co.kr/news/MYH202605200830408wz
- [7] https://www.france24.com/en/us-iran-trade-threats-as-tehran-stages-mass-weddings-for-couples-ready-for-sacrifice
- [8] https://en.yna.co.kr/view/AEN20260520000300315
- [9] https://www.yahoo.com/news/articles/trump-says-us-may-attack-iran-again-but-that-tehran-wants-deal-154216868.html
- [10] https://news.google.com/rss/articles/CBMilwFBVV95cUxNWXZfbWNiRkpRS0wxTW9VOE9UdXg0NXF1V0RoQTN5OHp2Y01JeTBUY1pSQWh0UGxNVy03Tno0Tnh2dDVhd3AwTVU2dzJQc19JVWVaQWxBZHFBWHdQb011WUpJdnB6U3FGWXRiZFNfdkU5bDBQWEw1VER0SkpkcF9ITDZzRm5nTnVwejd3NkpPUFA1YlJhSGh3?oc=5
- [11] https://www.aljazeera.com/news/2026/5/19/putin-meets-xi-why-russia-and-china-need-each-other?traffic_source=rss
- [12] https://www.yonhapnewstv.co.kr/news/MYH20260520075358kcF
- [13] https://www.yonhapnewstv.co.kr/news/MYH20260520075556zwz
- [14] https://www.chinanews.com.cn/gj/2026/05-20/10624644.shtml
- [15] https://news.google.com/rss/articles/CBMi1wFBVV95cUxPYWR0eUtXLTJQTW1zdkROclZ0UzNTcFN5UXZ2UnFnSlJqSUtCbW5udWdkZXdCWWlaY3V6VkxsaWcyNEVSbkI3bVo1TDlwaFlVRElpcXN5cUtmWVR0Qk1uNFRkSHlBSHIzeEI5c3B4bEtmaEUyVW9Kd1owV1l0MzBsSGdmdlAzM3hKYks0UVhUUzJyNFlFWWg5aFpBcm91ek5nZXNwdDdiNDlOZjl3WTdsRjlDa2ZUaEJ6RFREMUt2b25Uc0dHWnFqWW5mNlplTWRJcjhnTVU1NA?oc=5
- [16] https://www.nytimes.com/2026/05/19/us/politics/senate-iran-war-authorization.html
- [17] https://www.nytimes.com/2026/05/19/business/bond-market-iran-war-inflation.html
- [18] https://www.yonhapnewstv.co.kr/news/MYH2026052007274788E
- [19] https://www.yonhapnewstv.co.kr/news/MYH202605200646164Hq
- [20] https://www.yonhapnewstv.co.kr/news/AKR202605200659052fd
- [21] https://news.google.com/rss/articles/CBMid0FVX3lxTE53eGZ5QVM2QVJiTXFmd2tWdDR4dGs4NExPdTRtRFhXSUdJU21ZWVZBLW9NM2hISndmbWF6bHBEMldmQ1BHel9KLTBrazdIUElONnFNeVM3ZFhFbW8zLTI5U2RpSkM1bWR4QlV3YkpQUzdXTUhqYVlz0gF8QVVfeXFMTkpEa0w1aUN1UFBuNWh3aDVsWnFvVjFxak1iUFdkN21ZYlo0UGJkeUh4b3FFMXd6alFsRnBYMjZlVFhaR1FkSTZ1N2VIUWxPV1laYVlIRFpKc1dQVVk0S3J2bXVLNHM2T3RsdDcxZ2dBTVVJUVQ2c19CMGMxaA?oc=5
- [22] https://www.yonhapnewstv.co.kr/news/AKR202605200609143fy
- [23] https://news.google.com/rss/articles/CBMieEFVX3lxTE1nSTg2NG41U1hteDhTeWpPVXZMTzg1UUlUc3dRbDlZVzJ2VmUxN3cxMGVNaUhBTGVfS283bFdrb1FHRFFhVi1rWXgwcFlEODJ2cW5BSlBnTTVIc3pzcFFfTWR6ZWJ2Smdvd2V2VEpMTmdIZVhJLThtZg?oc=5
- [24] https://www.yonhapnewstv.co.kr/news/MYH20260520055900A3d
- [25] https://www.yonhapnewstv.co.kr/news/MYH20260520051649dwW
- [26] https://www.yonhapnewstv.co.kr/news/MYH20260520051428irg
- [27] https://news.google.com/rss/articles/CBMiiwFBVV95cUxNcWpCMXl5RHNwRFkzYnR2NVIyaDNHZXh3MHdIS3RjTnIzWWRfaFlUY3dzbEE1QXl2amRKUjY3Qy1kWjlUU0Y5bDBKSlFMMUNERkVQNHlra1JNOGNXcUxFdmZreU1pNkhFMWxDek1Hcm9YVWVGaUZjU05HYmFIakRSbVA0TFk1NDJJa1Zn?oc=5
- [28] https://news.google.com/rss/articles/CBMihgFBVV95cUxQRW1nQjNiSUd4bkRfSEJreUZfcTJvZ0pySWlucWpObkhNT1BNdFd5V2lXVkdfc3ZDTXpXc1FlVWlfclh1c19QaWVnMmF6eDNoWWRZMHIwX1g2bm5PYmRVbWhnUGxLUTlDRVlSVHdPc0JrYlRsLUxDajRmc0hhT1hsNkxfU1R2d9IBiwFBVV95cUxON0pZcmV6OFlLQlJUZ1Jkb2FKeFdtSk1RTnZHaGRISnVBSkJZcW00aEtkV2VseEMwLWZ4VUFkZmh1dlFGWVA4cWltb2JpZUJxM2tLcGZBS0Z3NEZfUWd5eUFHN2RocXR1YldpQUgzRVVWMXBhOTJGYXoxT1Ric2pEUC02TkdtdVpvenFR?oc=5
2026-05-15
2026-05-15
进展要点
- 美国参议院确认凯文·沃什为美联储主席，任期四年。其面临的主要挑战是维护美联储独立性，抵御特朗普总统要求降息的压力。（France 24 #3）
关键事件
- 凯文·沃什获参议院确认出任美联储主席（France 24 #3）
关联路径
Fed leadership change / monetary policy expectations / USD and rates volatility
来源
Al Jazeera Middle East / Times of India / Yonhap News Agency / France 24 #3 / BBC News (Business) / Nikkei Asia / Google News - World / UK Ministry of Defence / The New York Times / Yahoo News - World / France 24 #2
参考链接
- [1] https://www.aljazeera.com/news/liveblog/2026/5/15/iran-war-live-trumps-visit-to-china-shadowed-by-conflict-with-tehran?traffic_source=rss
- [2] https://timesofindia.indiatimes.com/world/middle-east/iran-permits-30-vessels-to-pass-through-strait-of-hormuz-overnight-lebanon-strikes-israel-top-developments/articleshow/131105399.cms
- [3] https://en.yna.co.kr/view/AEN20260515000800315
- [4] https://www.france24.com/fr/%C3%A9missions/info-%C3%A9co/20260514-kevin-warsh-confirm%C3%A9-%C3%A0-la-t%C3%AAte-de-la-fed
- [5] https://www.bbc.com/news/articles/clypj01189lo?at_medium=RSS&at_campaign=rss
- [6] https://asia.nikkei.com/spotlight/trump-xi-summit/trump-xi-summit-live-xi-promises-not-to-give-iran-arms-trump-says
- [7] https://news.google.com/rss/articles/CBMixgFBVV95cUxPVXJSWmJiMV9CLUM2SURhbHFRVm1DeVE4NjBCY0E5azNhSDNSZXh6RnJORFVNbWpSOUdhdlhVSGNqM0s4a3F6SGFWWkR2aDZRd0ozTXBYYzZYODhVWnNyRGo0c09YTE81OVpUNHQ4cHFNNUFSTkV1ZmJlaGh2MnE3TzZwWlFvX3A1dndjVWNCMEd2YU9lSmV4eTlsSDFIYTcwUm8xOVl2VE9zRTNNTE02RkVzTmlmUlM3bVNQQUlubGFaa0RJc2c?oc=5
- [8] https://www.gov.uk/government/news/joint-statement-on-the-multinational-military-mission-for-the-strait-of-hormuz-12-may-2026
- [9] https://www.nytimes.com/2026/05/14/world/middleeast/iran-strait-hormuz-china-ships.html
- [10] https://www.yahoo.com/news/articles/as--china-trump-000017487.html
- [11] https://www.france24.com/fr/%C3%A9missions/le-d%C3%A9bat/20260514-trump-xi-d-%C3%A9gal-%C3%A0-%C3%A9gal
- [12] https://timesofindia.indiatimes.com/technology/tech-news/during-trumps-china-visit-anthropic-just-reminded-america-why-it-should-not-sell-top-end-nvidia-chips-to-china-since-most-/articleshow/131102724.cms
- [13] https://asia.nikkei.com/business/markets/currencies/yen-tests-post-intervention-low-as-iran-war-us-rate-uncertainty-lift-dollar
- [14] https://www.aljazeera.com/video/the-take-2/2026/5/14/aje-onl-chn_trumpvisit2026_av_v2-140526?traffic_source=rss
- [15] https://www.france24.com/en/trump-says-xi-offered-help-to-open-hormuz-vowed-not-to-arm-iran
- [16] https://news.google.com/rss/articles/CBMikAFBVV95cUxPOEZTX2ZkbVUwMGszck1IeUFkSE9VMmh3RXBoRzdjeG9HSTYwdGZidWYyQVlYTDJsTWdXd0xfLTNSdFVOekdwZW5ZZmdBWmlRWkJINTM5MjdUZ19SOGhMSUxHWVRESC1taUVqWDFhZlBnbk1SN0J6aF9UbEJydVVTM3R3bFplS1Nvc0sxMlBvMjQ?oc=5
- [17] https://www.aljazeera.com/video/newsfeed/2026/5/14/israels-ben-gvir-storms-al-aqsa-during-jerusalem-day-march?traffic_source=rss
- [18] https://timesofindia.indiatimes.com/world/us/trump-says-xi-vowed-not-to-arm-iran-offered-help-to-open-hormuz/articleshow/131098611.cms
- [19] https://news.google.com/rss/articles/CBMinAFBVV95cUxPZ3F4RDFfMWRrb1RYQUZiNjRhSk9DZXc3MkFKSjRlck9XamJDYnZFREtrLWdtd21ReW9sckNvWThielVnYnAwbG5HUDlIRDNVRnJWT09zTHg2WDVLQTJxekowMWFSdEhvblluMHdub05CUzkzQnBROTZkZDMxVV9raHgzMWNqRjFCbEhiSC1zSDdkb0paN1paZTV0OFfSAaIBQVVfeXFMUFZ1ZEpKM19xclBhQjVTSmlJVlAyUG14c1ZrY3dVOXlFWWtRYkdxX3BGQlhsUjI0N1pDZUE1QnRGeE43WUthQWkzdExSNkVUakd1dUJ6dndMSGdVV2V3LTBRckx3WERFSHVmbVBGNF90dGE0WWVhU2FrTjdKX0M2S2Q1ZTE0UEVneklPWWZjbUU0eEFvdGNjLTcyZ0NBeWczZzVB?oc=5
- [20] https://www.nytimes.com/2026/05/14/us/politics/china-us-sanctions-ai-cybersecurity.html
- [21] https://www.nytimes.com/2026/05/14/world/middleeast/saudi-arabia-uae-iran-attacks.html
2026-05-14
2026-05-14
进展要点
- 美国参议院以史上最党派化的投票确认凯文·沃什为美联储主席，接替现任主席。沃什上任之际，政策制定者警告持续的价格压力可能使特朗普降低借贷成本的努力复杂化。（France 24 #2）
- 特朗普盟友凯文·沃什在参议院以微弱优势投票确认，成为下一任美联储主席。（Times of India [timesofindia.indiatimes.com]）
- 美国参议院确认凯文·沃什担任美联储主席，他承诺对美联储进行“体制变革”。（The New York Times）
关键事件
- 美参议院确认特朗普提名的沃什为美联储主席（France 24 #2）
- 特朗普盟友沃什获参议院确认出任美联储主席（Times of India [timesofindia.indiatimes.com]）
- 参议院确认凯文·沃什任美联储主席（The New York Times）
关联路径
Fed chair change / policy uncertainty / market repricing
Fed chair change / policy expectations shift / asset repricing
来源
France 24 #2 / Times of India / The New York Times / Nikkei Asia / Yonhap News Agency / RT News / Google News - World / BBC News (Business) / Yahoo News - World / Al Jazeera Middle East / France 24 #3
参考链接
- [1] https://www.france24.com/en/americas/20260513-senate-confirms-trump-pick-kevin-warsh-as-federal-reserve-chair
- [2] https://timesofindia.indiatimes.com/world/us/trump-ally-kevin-warsh-confirmed-as-next-us-federal-reserve-chair-after-tight-senate-vote/articleshow/131076625.cms
- [3] https://www.nytimes.com/2026/05/13/us/politics/kevin-warsh-fed-chair-confirmed.html
- [4] https://asia.nikkei.com/spotlight/trump-xi-summit/trump-xi-summit-live-presidents-set-to-kick-off-crucial-meeting
- [5] https://en.yna.co.kr/view/AEN20260514000900315
- [6] https://www.rt.com/news/639955-pentagon-revises-iran-war-cost/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [7] https://news.google.com/rss/articles/CBMi2gFBVV95cUxPWkJfX2lCWUg1YjR3aktOUUU4ajlIa0xDbGxDMWlJbHh0ZzZjLW9RZUJMcXdNRFlTbEUxZVVWWjNHRHJxNkNFVEhPQmFTeFI3S2QzN3BGdTlPYWkwWW1ZWURuRjg5d2RQTEx0aDY5RG05OGdqTXNqV3ZEZkY1eklEbHJlb2pYTUkxdXp1aDdHQTNub2RBejU1UzF3SUhGSWlqUWR3TkEtWjZaM25vbVd2OWREM0NTeXh3OWlDZ291bWloSWpFN2ExTnRGZWxHZVczV2lMN2pLZW9sQQ?oc=5
- [8] https://www.bbc.com/news/articles/ce8p71p4nezo?at_medium=RSS&at_campaign=rss
- [9] https://finance.yahoo.com/news/gold-holds-decline-jump-us-060857543.html
- [10] https://www.aljazeera.com/news/2026/5/13/netanyahu-visited-uae-in-secret-during-us-israel-war-on-iran-office-says?traffic_source=rss
- [11] https://timesofindia.indiatimes.com/business/india-business/govt-hikes-duty-on-gold-silver-from-6-to-15-in-bid-to-lower-demand/articleshow/131079515.cms
- [12] https://www.france24.com/fr/am%C3%A9riques/20260513-%C3%A9tats-unis-s%C3%A9nat-valide-nomination-kevin-warsh-t%C3%AAte-fed-reserve-federale-trump
- [13] https://www.nytimes.com/2026/05/13/world/asia/xi-trump-china-us-taiwan-iran.html
- [14] https://www.france24.com/en/trade-tech-and-rare-earths-to-dominate-trump-s-china-trip
- [15] https://www.nytimes.com/2026/05/13/briefing/trump-china-meeting-fed-chair.html
- [16] https://www.rt.com/news/639954-netanyahu-secret-uae-visit/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [17] https://www.rt.com/news/639942-saudi-covert-strikes-iran/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [18] https://www.aljazeera.com/economy/2026/5/13/kevin-warsh-confirmed-as-new-us-federal-reserve-chair-amid-controversy?traffic_source=rss
- [19] https://news.google.com/rss/articles/CBMiygFBVV95cUxPZHBka0lybnhwRXkzY1pwOWpFSnN5Njd0RnFpNlg0ZlRYN1lqY3FFZ1dFOXJQUTBKczZITllGdU1TU01iMGNIWnNfYXVBeFVNZnVlaE02Wkd6T2lFTUo2VXBzeDBZVVAxNVZKUC1OZG9LUFVaQmMyR1dhaTMxYi1KZ0owc3JpNkhXYkUyY2xQaUcyNmI5YlU4U3FCVU9aNFk5SzJueFAwd3VNU0xOTmtXWHlNNTdxUW0wMGFtRnBaMmRTc0haakpTd25B?oc=5
- [20] https://www.aljazeera.com/news/2026/5/13/trump-xi-summit-chinas-help-in-iran-may-require-us-concessions?traffic_source=rss
- [21] https://asia.nikkei.com/economy/trade-war/trump-xi-set-to-talk-trade-after-30-drop-during-tariff-war
- [22] https://news.google.com/rss/articles/CBMijAFBVV95cUxPLXI4dThVYmpObHQwS1B6bk9vNmFEX0dxbldUbWNqYUhxSUJzaTV5LTFvcFJGR1JuUm13dWJUZE0tZHVZOXY4VkMzUjZCNFA4OWx2UERXeldBNXNoWUktWUFLOUdpMzhja3JOZ0hhbVoyTzB0ZmZMQlV3MXBUc1UyUWJSdXN2UlNmRDZDMQ?oc=5
2026-05-13
2026-05-13
进展要点
- 美国参议院以51票赞成、45票反对确认凯文·沃什出任美联储理事，任期14年。沃什还将接替鲍威尔出任美联储主席，参议院最早于13日投票确认。（Xinhua World）
关键事件
- 美参议院确认沃什任美联储理事（Xinhua World）
关联路径
美联储理事确认 / 货币政策预期调整 / 美元与利率波动
来源
Xinhua World / IRIS - Institut de relations internationales et stratégiques / BBC News (Business) / Al Jazeera Middle East / RT News / Der Spiegel International / France 24 #2 / The New York Times / Google News - World / Yahoo News - World / The Hindu / Yonhap News Agency / The Hindu BusinessLine / Kremlin President News / France 24 #3
参考链接
- [1] https://www.iris-france.org/les-chaines-dapprovisionnement-petrolieres-asiatiques-perturbees-par-le-blocus-du-detroit-dormuz-perspectives-pour-linde-le-japon-et-la-coree-du-sud
- [2] https://www.bbc.com/news/articles/c202pgxx89lo?at_medium=RSS&at_campaign=rss
- [3] https://www.aljazeera.com/economy/2026/5/12/us-faces-rising-costs-with-iran-war-driving-energy-prices-inflation-higher?traffic_source=rss
- [4] https://www.news.cn/world/20260513/c04811ca4c6a4d49abe7cdffeca2c363/c.html
- [5] https://www.rt.com/news/639918-turning-point-in-post-cold-war-order/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [6] https://www.spiegel.de/ausland/us-berufungsgericht-laesst-donald-trumps-zehn-prozent-zoll-vorerst-bestehen-a-0e854705-6afa-4fbb-9f55-dfb8f923ef7f
- [7] https://www.france24.com/en/middle-east/20260512-iran-us-peace-plan-middle-east-truce-failure
- [8] https://www.nytimes.com/2026/05/12/briefing/iran-war-costs-inflation.html
- [9] https://news.google.com/rss/articles/CBMilwFBVV95cUxOVHIyMlF1Rk1fUk9rY3JiNVh0LUVBUlhlX0dtQk5OSjUwcVFPVXJUbWdSRkpwa25iZ1lRSVcxbFNraGM2RWFsdXJJVEhHeTBPU21WckJFOFdSWHVMZ21pdS1Sc1NiWHZ5TXExWnN2Vy16eUVwcUNsdnZpWUtveUg4eVBrMnNBcjg3QU5sbHY1b2tza21pQkg0?oc=5
- [10] https://finance.yahoo.com/sectors/energy/articles/iran-kharg-island-oil-shipments-174555890.html
- [11] https://www.thehindu.com/news/international/trump-china-visit-xi-jinping-meeting-us-china-trade-negotiations/article70971552.ece
- [12] https://en.yna.co.kr/view/AEN20260512011352315
- [13] https://www.thehindubusinessline.com/news/world/us-cpi-climbs-38-in-april-as-oil-prices-and-energy-costs-fuel-inflation/article70971393.ece
- [14] http://en.kremlin.ru/events/president/news/79724
- [15] https://www.news.cn/world/20260512/7dd5a996fb1a4b938d278e287586e4c7/c.html
- [16] https://www.news.cn/world/20260512/aa49121bccfb49a08819de9df26fb8d6/c.html
- [17] https://www.aljazeera.com/news/liveblog/2026/5/13/iran-war-live-trump-travels-to-china-as-conflict-with-tehran-looms-large?traffic_source=rss
- [18] https://www.aljazeera.com/economy/2026/5/12/us-court-pauses-decision-blocking-trumps-10-percent-global-tariff?traffic_source=rss
- [19] https://www.france24.com/fr/asie-pacifique/20260512-iran-tensions-commerciales-ta%C3%AFwan-donald-trump-chine-pour-visite-majeure
- [20] https://www.france24.com/en/tv-shows/business/20260512-japanese-crisp-bags-turn-black-and-white-due-to-iran-war
- [21] https://www.spiegel.de/wissenschaft/russland-testet-sarmat-interkontinentalrakete-laut-wladimir-putin-erfolgreich-a-129038fc-f885-400f-a2c4-d08eb689345d
- [22] https://www.nytimes.com/2026/05/12/us/politics/trump-xi-summit.html
- [23] https://www.nytimes.com/2026/05/12/us/politics/iran-war-cost-hegseth-congress.html
- [24] https://www.rt.com/news/639893-us-iran-could-renew-war/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [25] https://news.google.com/rss/articles/CBMirgFBVV95cUxObTF3M0FrTkx0dDl4bjA2QzFvZUNQV2JXdWVBNWduSG1nTmVMR2pPdE9wN2F3WnVWaTJtZzd4Nzg1ODN3RmZPSzhjaktQalhUY0l1S2tNSVdlVk5NRzh3M0pvT3Rjbnk3V0h1ZTFYbTdZaHkzakUzVHZfNFkyQWxmTnNSSjZLOHVSYmpCdXRMWGs2eFdTZE5PMmpWX0VsTDN4M0N2ZHZoUkxWd0dPOHc?oc=5
2026-05-11
2026-05-11
进展要点
- 由于现金流减弱，美国联邦政府需发行比预期更多的债务，债券市场对此发出强烈信号。（Yahoo News - World）
关键事件
- 美联邦政府因现金流恶化被迫增发国债，债市发出警告（Yahoo News - World）
关联路径
Increased debt supply / higher yields / risk-off
来源
Xinhua World / China News Service / KBS World News / Yahoo News - World / NPR Politics / The Independent / Die Zeit Politics / RT News / ORF.at News / Al Jazeera Middle East / DW (Deutsche Welle) / Yonhap News TV / Nikkei Asia / Google News - World / Anadolu Agency Politics
参考链接
- [1] https://www.news.cn/world/20260510/3960d5d503f7403dae5c143aeff01f80/c.html
- [2] https://world.kbs.co.kr/service/news_view.htm?lang=e&Seq_Code=201355
- [3] https://www.chinanews.com.cn/gj/2026/05-11/10618814.shtml
- [4] https://finance.yahoo.com/economy/policy/articles/federal-government-must-issue-more-223745145.html
- [5] https://www.npr.org/2026/05/10/nx-s1-5817605/trump-rejects-iran-ceasefire-proposal
- [6] https://www.independent.co.uk/news/business/britain-job-losses-iran-war-economy-crisis-b2973830.html
- [7] https://www.zeit.de/news/2026-05/11/iran-antwortet-auf-us-vorschlag-trump-voellig-inakzeptabel
- [8] https://www.rt.com/news/639845-trump-iran-totally-unacceptable/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [9] https://orf.at/stories/3429515
- [10] https://www.aljazeera.com/news/2026/5/10/trump-to-discuss-iran-with-xi-jinping-during-china-visit-officials?traffic_source=rss
- [11] https://www.dw.com/en/iran-war-trump-rejects-proposal-to-end-conflict/live-77102104?maca=en-rss-en-all-1573-rdf
- [12] https://www.yonhapnewstv.co.kr/news/MYH20260511051808Mzs
- [13] https://asia.nikkei.com/editor-s-picks/interview/fiscal-policy-response-to-iran-war-risks-worsening-inflation-bis-chief
- [14] https://news.google.com/rss/articles/CBMingFBVV95cUxPS2F2bWQ1UlBLTExBNjRzTEZLN1Jtak40T2hSUmJaaHd0dG9BbEhwNnJLbGptN05Sem5SLVBvbktvZTFfYWotQjZ0WXl3MXcwOU5pZXI2TFZyYXQwdVBaWktHbWt4MktOQ3ZWblc3blItcFlPM1ZNaGdDbk1NT0J2V1huSFhvd3JrTjBqYzRmRFpOYmRlc0RhcnRXMlhmUdIBowFBVV95cUxNbUxZRDk5d2JGaHZwbFlBdTVCWWs2TDcyM3h6b0dKb1hYNTlUUk1QME5sNjl1VFpBbDNUUzdZXzdwVlFJVmZoYjRyaVlvaktVcUFRZTdsQmc3LXFaZXk1MUVPNFBzMGNsWE1XOHdnb2MyWkpHNnRSRnNoTlU0b25IS1Q5Y3EtSWNCZl9sZ2dWSzcxaHJLWTd1NlIyNzFMSlJXa29v?oc=5
- [15] https://www.aa.com.tr/en/us-israel-iran-war/war-with-iran-not-over-says-israeli-prime-minister/3933285
- [16] https://www.news.cn/world/20260510/c636cfac40044e89be902f2b154cf33a/c.html
- [17] https://www.news.cn/world/20260510/b44050ab14924c3fa89df06b58ee15c0/c.html
- [18] https://www.chinanews.com.cn/gj/2026/05-11/10618801.shtml
- [19] https://www.yahoo.com/news/videos/us-awaits-iranian-response-proposal-125003898.html
- [20] https://www.zeit.de/politik/ausland/2026-05/donald-trump-usa-iran-krieg-antwort-frieden-verhandlungen
- [21] https://www.rt.com/news/639844-trump-vows-iran-enriched-uranium/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [22] https://www.yonhapnewstv.co.kr/news/AKR20260511051652Xbq
- [23] https://www.yonhapnewstv.co.kr/news/MYH20260511051343oue
2026-05-09
2026-05-09
进展要点
- 美国最新就业报告显示，招聘速度放缓，但新增就业人数仍高于市场预期。（Yahoo News - World）
关键事件
- 美国就业报告显示招聘放缓但超预期（Yahoo News - World）
关联路径
Strong jobs data / Fed rate hike expectations / USD / Equities rally
来源
China News Service / The Korea Times / El País Internacional / Al Jazeera Middle East / Google News - World / Yahoo News - World / Sky News / Detik Pemilu / Metro News Politics / RT News / Ukrinform / DW (Deutsche Welle) / Neue Osnabrücker Zeitung - Politik / BBC News (Business)
参考链接
- [1] https://www.koreatimes.co.kr/world/20260509/us-fires-on-2-more-iranian-tankers-as-tensions-rise-in-strait-of-hormuz?utm_source=rss
- [2] https://elpais.com/internacional/2026-05-07/ultima-hora-de-la-guerra-de-estados-unidos-e-israel-contra-iran-en-directo.html
- [3] https://www.aljazeera.com/video/newsfeed/2026/5/8/pentagon-releases-video-of-strikes-on-iranian-oil-tankers?traffic_source=rss
- [4] https://www.chinanews.com.cn/gj/2026/05-09/10617849.shtml
- [5] https://news.google.com/rss/articles/CBMipwFBVV95cUxQVWVDc01rQW5teU9vRkZ6eGY5TkkwT2tWekM0VVBrRjFHMVZjNGhDRUI3ZEhqdy1MamR2QVhWODlMTHNuQUhVbkViWUpIdmcySEJlcU9WdVpvU1VJSmRabXBhckhnUHJyb29jMXZHTkRoUF9mUjJXZVdMMFpFM0k2bmRENGc5ZzNFNTN1SGhlVFdQYjFvdldIQkk5S1VnTGlzQUhrMV9abw?oc=5
- [6] https://finance.yahoo.com/economy/policy/articles/ceo-maersk-ships-14-everything-170854545.html
- [7] https://news.sky.com/story/three-day-ceasefire-between-russia-and-ukraine-announced-13541685
- [8] https://news.detik.com/internasional/d-8481206/trump-umumkan-rusia-dan-ukraina-sepakat-gencatan-senjata-3-hari
- [9] https://metro.co.uk/2026/05/08/donald-trump-announces-three-day-ceasefire-russia-ukraine-28292148
- [10] https://www.rt.com/news/639696-trump-russia-ukraine-ceasefire/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [11] https://www.ukrinform.net/rubric-polytics/4121333-trump-says-threeday-ceasefire-between-russia-and-ukraine-agreed.html
- [12] https://www.dw.com/en/trump-announces-3-day-ceasefire-between-ukraine-and-russia/live-77091251?maca=en-rss-en-all-1573-rdf
- [13] https://www.noz.de/deutschland-welt/ukraine-krieg/artikel/ukraine-krieg-trump-verkuendet-waffenruhe-so-lange-ist-geplant-48342649
- [14] https://www.bbc.com/news/articles/c86dp85g59xo?at_medium=RSS&at_campaign=rss
- [15] https://www.aljazeera.com/news/liveblog/2026/5/9/iran-war-live-tehrans-reply-to-us-deal-expected-amid-clashes-in-hormuz?traffic_source=rss
- [16] https://www.chinanews.com.cn/gj/2026/05-09/10617843.shtml
- [17] https://www.chinanews.com.cn/gj/2026/05-09/10617837.shtml
- [18] https://elpais.com/internacional/2026-05-07/la-guerra-se-asoma-a-un-nuevo-vencimiento-pendiente-del-acuerdo-entre-estados-unidos-e-iran.html
- [19] https://elpais.com/internacional/2026-05-08/ultima-hora-de-la-guerra-de-estados-unidos-e-israel-contra-iran-en-directo.html
- [20] https://news.google.com/rss/articles/CBMicEFVX3lxTE0zQmxqdHQ0cTdBOHJtcEx1ajdXR0RhRkthS0tvOS0wM2IwMzUtdk1vUVB4VFBabXNySUdaX19OaV8zME56SmhOQ1BIZTZad0pfdTJBSWlPVDlzeUU2RHpvS24tLWN5emhXWE1ReFItUDI?oc=5
- [21] https://www.aljazeera.com/news/2026/5/8/libyas-largest-oil-refinery-halts-operations-during-fighting?traffic_source=rss
- [22] https://finance.yahoo.com/economy/articles/jobs-report-set-show-hiring-090728306.html
- [23] https://www.rt.com/news/639659-trump-punish-germany-appeasement/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
2026-05-03
2026-05-03
进展要点
- 日本可能已投入约345亿美元进行外汇干预，以支撑日元汇率。（Yahoo News - World）
关键事件
- 日本或斥资345亿美元干预日元汇率（Yahoo News - World）
关联路径
Yen intervention / USD / JPY volatility / Risk-off in FX
来源
China News Service / TF1 Info Politique / Yonhap News TV / Times of India / The Hindu / Al Jazeera Middle East / Google News - World / France 24 #2 / IRNA / The New Indian Express / Yahoo News - World / Der Spiegel International / Anadolu Agency Politics / France 24 #3
参考链接
- [1] https://www.tf1info.fr/replay-lci/videos/video-un-oeil-sur-le-monde-du-samedi-2-mai-2026-2439438.html
- [2] https://www.yonhapnewstv.co.kr/news/MYH20260503085353W9D
- [3] https://timesofindia.indiatimes.com/world/us/not-yet-paid-a-big-enough-price-donald-trump-sceptical-as-iran-submits-14-point-plan-to-end-war/articleshow/130726204.cms
- [4] https://www.thehindu.com/news/international/israel-usa-iran-war-donald-trump-strait-of-hormuz/article70933317.ece
- [5] https://www.aljazeera.com/news/liveblog/2026/5/3/iran-war-live-trump-says-reviewing-14-point-plan-israel-pounds-lebanon?traffic_source=rss
- [6] https://www.chinanews.com.cn/gj/2026/05-03/10614972.shtml
- [7] https://news.google.com/rss/articles/CBMimgFBVV95cUxPSGJjck82amFhWlA2S0IwcDhxMExFRS04WGVfRUJUNHpUMDBkcGF1YzlZc0hzcm5DRl95WmpNamkzTVF2TGFBY01mQWRzTDFoY1JtOFlYMV9EaFZNVWJiRUFGdXhoSHEtZzNGd2VYWTc3Sk9WOExFdUZsa1hOTHZJdXpfZkN0TmU5cm16R0RPZGFqR1JsaEFGcjVR0gGfAUFVX3lxTE43empuR1NlMGN4UG4xQmMtNHdfSTdWdlMtbzdvV0VqbG9GTHlBakpWRFMzWVV1ak5rOW90WDNKT3p3MlNMMjR4Xzh2TUZFWDZ2blJfUFRBdDlQVmRONDI0Rk5qTzMtQ3FJenk2TDVXbmctN0hFUGE1YzExQ2l1TzQ1MVhTNnM2Mkg5end0SXhNVE5NOUNXbUZaVVJtV1E4VQ?oc=5
- [8] https://www.france24.com/en/middle-east/20260502-senior-iranian-officer-says-renewed-war-with-us-likely
- [9] https://www.irna.ir/news/86143782/%D8%B5%D8%A7%D8%AF%D8%B1%D8%A7%D8%AA-%D9%86%D9%81%D8%AA-%D8%AE%D8%A7%D9%85-%DA%A9%D9%88%DB%8C%D8%AA-%D8%A8%D9%87-%D8%B5%D9%81%D8%B1-%D8%B1%D8%B3%DB%8C%D8%AF
- [10] https://www.newindianexpress.com/opinion/columns/shankkar-aiyar/2026/May/02/trumps-war-sends-prices-up-rupee-down-and-budgets-into-a-spin
- [11] https://www.yahoo.com/news/articles/chinas-commerce-ministry-blocks-us-122430312.html
- [12] https://www.spiegel.de/ausland/iran-krieg-dubai-emirate-oeffnen-nach-waffenruhe-ihren-luftraum-schrittweise-a-b453de7b-bb9d-46de-a75c-63a90bacd806
- [13] https://www.aa.com.tr/en/americas/us-says-it-redirected-48th-vessel-from-iranian-ports/3925070
- [14] https://timesofindia.indiatimes.com/defence/news/on-sindoor-eve-army-releases-list-satellite-images-of-7-pakistan-terror-camps-destroyed-rajnath-commends-valour-of-soldiers/articleshow/130726143.cms
- [15] https://www.yonhapnewstv.co.kr/news/AKR20260503084648QDd
- [16] https://www.yonhapnewstv.co.kr/news/MYH2026050308551598f
- [17] https://www.aljazeera.com/video/newsfeed/2026/5/2/spirit-airlines-collapses-amid-rising-fuel-costs-from-war-on-iran?traffic_source=rss
- [18] https://finance.yahoo.com/markets/currencies/articles/japan-likely-spent-34-5-091653225.html
- [19] https://www.aljazeera.com/video/newsfeed/2026/5/2/syria-becomes-alternative-energy-corridor-for-oil-as-hormuz-effectively-blo?traffic_source=rss
- [20] https://www.tf1info.fr/replay-lci/videos/video-lci-direct-du-samedi-2-mai-2026-2439398.html
- [21] https://www.france24.com/fr/vid%C3%A9o/20260502-le-prix-des-carburants-provoque-la-col%C3%A8re-des-am%C3%A9ricains-le-d%C3%A9troit-d-ormuz-toujours-bloqu%C3%A9
- [22] https://www.france24.com/fr/vid%C3%A9o/20260502-la-guerre-de-donald-trump-en-iran-a-t-il-renforc%C3%A9-le-r%C3%A9gime-des-mollahs
- [23] https://www.aa.com.tr/en/middle-east/iran-drafts-plan-to-regulate-strait-of-hormuz-transit-deputy-parliament-speaker/3925209
- [24] https://www.aa.com.tr/en/middle-east/iran-strikes-damaged-16-us-military-sites-in-middle-east-report-claims/3925162
2026-05-01
2026-05-01
进展要点
- 日本政府实施外汇干预，导致日元兑美元汇率从160短暂升至155。（Nikkei Asia）
- 美联储连续三次会议维持政策利率不变，但声明中的“宽松偏向”遭到多位理事反对，显示内部分歧加大。（JETRO Business News）
关键事件
- 日本启动外汇干预，日元从160急升至155（Nikkei Asia）
- 美联储连续三次会议维持利率不变，多位理事反对声明中的宽松倾向（JETRO Business News）
关联路径
Japan FX intervention / Yen strengthens / Risk-off in FX markets
Fed hold rates / dissent on dovish bias / USD / Rates volatility
来源
China News Service / Global Issues News / Yonhap News TV / France 24 #3 / Nikkei Asia / Al Jazeera Middle East / JETRO Business News / BBC News (Business) / The Hindu / Yahoo News - World / Google News - World / BBC News (Top) / The New York Times / RT News
参考链接
- [1] https://www.globalissues.org/news/2026/04/30/42914
- [2] https://www.yonhapnewstv.co.kr/news/AKR20260501090925pcX
- [3] https://www.france24.com/fr/vid%C3%A9o/20260430-guerre-au-moyen-orient-les-prix-du-p%C3%A9trole-au-plus-haut-depuis-2022
- [4] https://asia.nikkei.com/business/markets/currencies/japan-launches-fx-intervention-briefly-pushing-yen-to-155-from-160
- [5] https://www.aljazeera.com/news/liveblog/2026/5/1/iran-war-live-tehran-says-us-ports-siege-intolerable-trump-mulls-action?traffic_source=rss
- [6] https://www.jetro.go.jp/biznews/2026/04/a88369f137c10336.html
- [7] https://www.bbc.com/news/articles/cx21m88rd14o?at_medium=RSS&at_campaign=rss
- [8] https://www.chinanews.com.cn/gj/2026/05-01/10614135.shtml
- [9] https://www.thehindu.com/opinion/op-ed/gulf-within-on-the-uae-leaving-opec/article70925606.ece
- [10] https://www.yahoo.com/news/articles/us-seeks-international-help-reopen-103203927.html
- [11] https://news.google.com/rss/articles/CBMiVkFVX3lxTE9hTWF6eEpfcXlEcnlrNEZENTVLMEo5VzI1ajl0QUgtc0hjZF9ZVHE5b1FBaENzTkttSHpTUThnNEFReG9zVzJLenhEZFZVRnd1djVQWmRB?oc=5
- [12] https://www.nytimes.com/2026/04/30/world/middleeast/iran-war-supreme-leader-mojtaba-khamenei-strait-hormuz.html
- [13] https://www.rt.com/news/639306-uae-opec-power-play/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [14] https://www.jetro.go.jp/biznews/2026/04/7ee2fe1fc9621f70.html
- [15] https://www.aljazeera.com/news/2026/4/30/us-gas-reaches-4-30-per-gallon-trump-says-prices-will-drop-after-iran-war?traffic_source=rss
- [16] https://www.france24.com/fr/moyen-orient/20260430-mojtaba-khamenei-d%C3%A9fie-les-%C3%A9tats-unis-le-cours-du-p%C3%A9trole-reste-volatile
- [17] https://news.google.com/rss/articles/CBMipgFBVV95cUxNbHEzUkJqd3VxMWZrZVlWNGpTUlE4ak4wbjlSeDAtS2pELUUwWWtyMVpfQWJNVnRybDFJajU1ZVIyQUVQN0ZzR3hkb2hCOHNfdjdXd0hrd19MMWhMd3pQQUZPbHk3ZUR2Q1BYZzZtTWoyWHFKN0g2V2pNbXV4eUZRZEtZb0dLOWtjWHI4cEpobXUxemVZcHpnLUI2dXg2TW05b3NmeFd30gGrAUFVX3lxTFBLNW5ZVG5TU0l0ZjhuWVVCMmMzRzU3NG1wLUJadE95cmdabkQyakhPMlh2bzRGLTBkSVczVWR1MVJpTndlTGdJajJ0VGJPd2ROal9qNXFhMEhFanB2dmhZS1otdnotU3c2YnRuRmppU2x1S0hLRTlzMUZxUXJJbUp4anJub1YwNHczNnVNZ1hwTi1tclNsLVhmMlBMWWQtRENJSHhJTDhneUkwVQ?
- [18] https://www.nytimes.com/2026/04/30/us/politics/trump-china-iran.html
- [19] https://www.rt.com/news/639308-pentagon-underreporting-iran-war-cost/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
2026-04-30
2026-04-30
进展要点
- 美联储决定维持利率不变，主席鲍威尔表示将在任期结束后继续担任理事，以应对法律压力和机构关切。（The Hindu BusinessLine）
- 美联储主席鲍威尔在最后一次利率决策新闻发布会上，讨论了美以与伊朗冲突、通胀、法律攻击及美联储独立性等关键议题。（BBC News (Business)）
- 美联储主席鲍威尔在最后一次会议上打破央行传统，向特朗普发出明确信号，引发市场关注。（Der Spiegel International）
关键事件
- 美联储维持利率不变，鲍威尔任期结束后留任理事（The Hindu BusinessLine）
- 鲍威尔最后一次利率决策四大要点：美以伊冲突、通胀、法律攻击与美联储独立性（BBC News (Business)）
- 美联储主席鲍威尔打破传统，向特朗普发出明确信号（Der Spiegel International）
关联路径
Fed hold rates / USD stable / Rates unchanged
Fed hold rates / inflation outlook / USD & rates volatility
来源
China News Service / Xinhua Finance / Yonhap News TV / RT News / Der Spiegel International / The Hindu BusinessLine / Google News - World / Al Jazeera Middle East / BBC News (Business) / Ukrinform
参考链接
- [1] https://www.yonhapnewstv.co.kr/news/AKR20260430062349378
- [2] https://www.rt.com/news/639259-iran-war-60-days/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [3] https://www.spiegel.de/wirtschaft/iran-krieg-brent-oelpreis-schiesst-nach-drohungen-von-donald-trump-in-die-hoehe-a-c6abe27e-8f4f-4aea-b3d3-03577bd2bcce
- [4] https://www.thehindubusinessline.com/news/world/fed-keeps-rates-unchanged-powell-to-stay-on-after-chair-term/article70922354.ece
- [5] https://www.chinanews.com.cn/gj/2026/04-30/10613439.shtml
- [6] https://news.google.com/rss/articles/CBMiugFBVV95cUxQOWMyU0ZNQ0M1YklBdzNpTmFlc0xyRGh5MllkbUtGRUMwS0FyaVlJVlh4c3JXNjlDVWpQSTdfOTVROXl3WHBOV3MteFBlZ1ZxZTdFYmVQMzJpLXpocklLUm9nYTRHa3pEbzZxYlN5M1duUktiOXY3dVc4RU9yNXlneWNsOW9qaFd3TlZDV1RrVXY4clpVY1pJazdfbTZ3bk5oWXAwZDJaRklSeGNnZ3diU3ppUkZCcTBUNXc?oc=5
- [7] https://www.aljazeera.com/video/newsfeed/2026/4/29/uae-quits-opec?traffic_source=rss
- [8] https://www.bbc.com/news/articles/c62rm4zk3kgo?at_medium=RSS&at_campaign=rss
- [9] https://www.xinhuanet.com/fortune/20260430/b6793c9c730a4df7b1476b9cadc8dde6/c.html
- [10] https://www.ukrinform.net/rubric-ato/4118026-putin-announces-his-readiness-to-declare-ceasefire-on-may-9.html
- [11] https://www.yonhapnewstv.co.kr/news/MYH20260430090250cDZ
- [12] https://www.thehindubusinessline.com/news/world/us-keeps-iran-blockade-trump-links-move-to-nuclear-deal-as-oil-nears-120/article70922353.ece
- [13] https://www.spiegel.de/wirtschaft/fed-chef-jerome-powell-er-bleibt-a-1f5db838-3887-49a4-8788-36fcaef16b6d
- [14] https://www.chinanews.com.cn/gj/2026/04-30/10613435.shtml
- [15] https://www.aljazeera.com/video/inside-story/2026/4/29/why-is-the-uae-quitting-opec-and-whats-the-impact?traffic_source=rss
- [16] https://www.yonhapnewstv.co.kr/news/MYH202604300833473Qc
- [17] https://www.yonhapnewstv.co.kr/news/MYH20260430080150X59
- [18] https://www.yonhapnewstv.co.kr/news/MYH20260430080002e2g
- [19] https://www.yonhapnewstv.co.kr/news/MYH202604300732533nE
- [20] https://www.yonhapnewstv.co.kr/news/MYH20260430072101IHb
2026-04-25
2026-04-25
进展要点
- 美国4月消费者信心指数降至49.8，为2022年中以来最低，受战争、高油价和物价影响。（Xinhua Finance）
- 美联储主席提名人凯文·沃什表示，缩减资产负债表需要时间，暗示将逐步减少美联储在金融市场中的干预。（The New York Times）
关键事件
- 美国消费者信心指数跌至2022年中低点（Xinhua Finance）
- 凯文·沃什或缩减美联储金融市场足迹（The New York Times）
关联路径
Consumer confidence collapse / Risk aversion / Safe-haven demand
Fed tightening expectations / higher rates / risk-off
来源
Xinhua Finance / China News Service / RT News / The New York Times / El País Internacional / Yonhap News TV / The New Indian Express / DW (Deutsche Welle) / Google News - World / Al Jazeera Middle East / The Hindu / Yahoo News - World / France 24 #2
参考链接
- [1] https://www.rt.com/news/639021-trump-hormuz-iranian-boats-warning/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [2] https://www.nytimes.com/2026/04/24/world/middleeast/iran-us-strait-of-hormuz-blockade.html
- [3] https://elpais.com/internacional/2026-04-23/trump-ordena-disparar-a-matar-a-los-barcos-que-minen-ormuz-y-dice-que-iran-no-sabe-quien-es-su-lider.html
- [4] https://www.yonhapnewstv.co.kr/news/MYH20260425090048v87
- [5] https://www.newindianexpress.com/world/2026/Apr/24/us-imposes-sanctions-on-a-china-based-oil-refinery-40-shippers-over-iranian-oil
- [6] https://www.dw.com/en/us-justice-department-drops-investigation-into-fed-chair-powell/a-76929212?maca=en-rss-en-world-4025-rdf
- [7] https://news.google.com/rss/articles/CBMirwFBVV95cUxOeUFpRTI4WDZhekJUTm1KdGVjNzZiQ3BkR0FySWMzNHlyd1N4SnZTMGpXV2pWRjdQZnYxRUJpM0REUmZxbXFFakRFbG9ZRDJVeWVqM25LcmV3ZURPbWZlXzkxOUhEN0NnOVpwWVdNcU5vakJhazZOVmN5VG5GLVZ0WFAxQ0RXd2pwc1JTYlFOam1raV9CS25lTXQweXhYcUNjWlIzajJzQ013RjgxQS1F0gG0AUFVX3lxTE1UZmFPY2IyMnZvd0lDRmFFVk9HdDhsVnA2RmlfZW52Mkk1allGS0M4RmZ3RHRva01lQmhMZjhCdTFfdnJtNUlBekx5MUJfa09HTE56WURvdGNheDN3Y1Y5SlVVU19SUnFwUWFnYTlUNEZaVDVZQ01DUElDTENMZE9lUnZ1WkYxbFRoTUJxU3dITlFJa014a3liMnkzcFBSNWdwR1R
- [8] https://www.xinhuanet.com/fortune/20260425/0c21b585a3b042a0a07f61a95419c370/c.html
- [9] https://www.aljazeera.com/features/2026/4/24/russian-oil-exports-slump-as-ukraine-hammers-ports-and-refineries?traffic_source=rss
- [10] https://www.thehindu.com/news/international/china-slaps-export-curbs-on-european-firms-over-taiwan-arms-sales/article70901919.ece
- [11] https://www.chinanews.com.cn/cj/2026/04-25/10610558.shtml
- [12] https://www.yahoo.com/news/articles/china-bans-dual-items-exports-083335858.html
- [13] https://www.france24.com/en/us-defense-secretary-hegseth-us-blockade-has-gone-global
- [14] https://www.yonhapnewstv.co.kr/news/AKR202604250844155JP
- [15] https://news.google.com/rss/articles/CBMiswFBVV95cUxNbHZtdmRvTVVHbUdLSXRqam5mSEsxZTUxdHFwaENuVktwWVR1NVp6UUVEWnpVbHNxampEMngtRVpad1M0emxUZUhRcThVTTFnbWZrYnFSNHJrVWZXNHR4SHhwQlBHOURMbm8zR04zcmhkdTFYRUlRY0VoVnItdVhsRnhTU1lEZnVyeUc0a0Zqb2xNNGhDeDR4VmtqVUJ2UC1jRF9LY0FLR1B6RWU1WVhreU5uVdIBuAFBVV95cUxPWkVSdXFvTDYyaDhkcFRHRUYxWjM0amJrZGxXSElSb2Q5bnlwREhPbkZ6T0JFQ3U2Ml9QSjJPQW5UYTRmaWEzcDN0RDJ4RkV6akJpWVZfWjJGd3FKQW9pN3Z3UmJQZU1EeE82bzRhUVJQbWJwR0Rxa1hzSFR1TWJIdURzWEJCMjM1b0lKM2UtRjl3YUdySkFXVzlwd1U1U0E
- [16] https://www.nytimes.com/2026/04/24/us/politics/kevin-warsh-fed-rates-balance-sheet.html
- [17] https://www.aljazeera.com/economy/2026/4/24/us-justice-department-drops-criminal-probe-of-fed-chair-jerome-powell?traffic_source=rss
- [18] https://www.rt.com/news/639029-israel-threatens-iran-stone-age/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [19] https://www.chinanews.com.cn/gj/2026/04-24/10610537.shtml
- [20] https://elpais.com/internacional/2026-04-24/el-cerco-maritimo-estadounidense-agrava-la-fragil-situacion-economica-de-iran.html
2026-04-22
2026-04-22
进展要点
- 特朗普提名的美联储主席人选在确认听证会上否认与特朗普就利率达成交易，并表达了对央行进行制度改革的意愿。（BBC News (Top)）
- 美联储提名人凯文·沃什在参议院听证会上表示，美联储需要新的政策框架来应对通胀挑战。（O Globo Politics）
关键事件
- 特朗普提名的美联储主席人选听证会：否认利率交易，主张央行改革（BBC News (Top)）
- 美联储提名人凯文·沃什呼吁建立新框架应对通胀（O Globo Politics）
关联路径
Fed chair nomination / monetary policy expectations / global asset repricing
Fed nominee inflation stance / tighter policy expectations / USD up, rates up
来源
Xinhua World / China News Service / UK Ministry of Defence / O Globo Politics / Al Jazeera Middle East / Valor Econômico Politics / Nikkei Asia / Evening Standard Politics / BBC News (Top) / Times of India / RT News / Google News - World / The Independent / ECB Press Releases / The New York Times / Ukrinform
参考链接
- [1] https://www.news.cn/world/20260422/82f87a374e194c6eaba6c6c350563634/c.html
- [2] https://www.gov.uk/government/news/uk-and-france-to-lead-multinational-strait-of-hormuz-military-planning-conference
- [3] https://oglobo.globo.com/mundo/noticia/2026/04/21/trump-estende-indefinidamente-o-cessar-fogo-com-o-ira-horas-antes-de-fim-de-prazo.ghtml
- [4] https://www.aljazeera.com/news/2026/4/21/eu-eyes-options-as-iran-conflict-threatens-jet-fuel-shortages?traffic_source=rss
- [5] https://valor.globo.com/financas/noticia/2026/04/21/petroleo-sobe-com-impasse-nas-negociacoes-entre-eua-e-ira.ghtml
- [6] https://asia.nikkei.com/politics/international-relations/japan-china-tensions/china-dials-up-pressure-after-japanese-destroyer-transits-taiwan-strait
- [7] https://www.standard.co.uk/business/business-news/donald-trump-primark-rollsroyce-jd-vance-tim-cook-b1279515.html
- [8] https://www.bbc.com/news/articles/c8dl3ez4mpno?at_medium=RSS&at_campaign=rss
- [9] https://timesofindia.indiatimes.com/world/us/thought-i-had-understanding-with-xi-trump-says-ship-seized-by-us-had-gift-from-china-for-iran/articleshow/130421362.cms
- [10] https://www.rt.com/news/638850-japan-pacifict-policy-shift/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [11] https://www.chinanews.com.cn/cj/2026/04-22/10608177.shtml
- [12] https://news.google.com/rss/articles/CBMisAFBVV95cUxPX05YQks4SXZnMmVqN1Zxb1l5VDVvQkpzUlJKWHNhNjZFSVhsVEczYV9nTTluTHlROHl4b3FkeHY3MG83a21DVkVWQ2MwSzBmRmVNWHByd19DNGdIRzR0MTN0X3Q3LV9SRWFTOWxObm9raE11MkJOeXB2b2RMS3d4VHlSSERCNngwdEx1X0hESUtNTWpaS0F6dXljbDN4bS1NSXVTNU50RllVWXprMXhaSg?oc=5
- [13] https://www.independent.co.uk/news/world/middle-east/peace-deal-trump-bombing-ceasefire-deadline-b2961967.html
- [14] https://www.ecb.europa.eu//press/key/date/2026/html/ecb.sp260420~cdf674023e.en.html
- [15] https://www.nytimes.com/2026/04/21/business/energy-environment/strait-hormuz-oil-natural-gas.html
- [16] https://www.ukrinform.net/rubric-ato/4114995-zelensky-approves-list-of-ukraines-next-military-operations.html
- [17] https://www.news.cn/world/20260421/d76e6830831749beb548e9357889dd1c/c.html
- [18] https://www.aljazeera.com/news/2026/4/21/trump-announces-extending-iran-ceasefire-but-says-blockade-remains?traffic_source=rss
- [19] https://valor.globo.com/mundo/noticia/2026/04/21/ir-diz-que-bloqueio-naval-dos-eua-ato-de-guerra.ghtml
- [20] https://oglobo.globo.com/economia/noticia/2026/04/21/kevin-warsh-diz-que-fed-precisa-de-novo-arcabouco-para-enfrentar-a-inflacao.ghtml
2026-04-21
2026-04-21
进展要点
- 特朗普总统提名凯文·M·沃什领导美联储，沃什将在参议院银行委员会听证会上捍卫央行独立设定利率的能力。（The New York Times）
关键事件
- 特朗普提名的美联储人选将捍卫央行独立设定利率的能力（The New York Times）
关联路径
Fed independence concerns / monetary policy uncertainty / USD and rates volatility
来源
Xinhua World / Xinhua Finance / China News Service / BBC News (Top) / Al Jazeera Middle East / The Independent / The New York Times / Google News - World / ABC News / RT News / Yonhap News TV
参考链接
- [1] https://www.news.cn/world/20260421/65dcf44dad444df1af920586d6915969/c.html
- [2] https://www.bbc.com/news/articles/cdxd88r2wjzo?at_medium=RSS&at_campaign=rss
- [3] https://www.aljazeera.com/video/inside-story/2026/4/20/how-is-the-iran-war-affecting-the-russia-ukraine-conflict?traffic_source=rss
- [4] https://www.xinhuanet.com/fortune/20260421/e881f10543754b00b9e5db0a154542e5/c.html
- [5] https://www.independent.co.uk/bulletin/news/trump-iran-war-ceasefire-strait-of-hormuz-blockade-b2961365.html
- [6] https://www.nytimes.com/2026/04/20/us/politics/military-blockade-iran-strait-hormuz.html
- [7] https://news.google.com/rss/articles/CBMipwFBVV95cUxORXd1REM4UGE3TGNlNUo3SENlLVVKU0c5a0pYSE9tUGxVSXZ4TTR5UDhNdjMtMzMyUGxSaXdMZFRaajVvZkl4X01FOER2QWFHTExmdUppX0N2UlpLdW5BOFp6R1dCQkpESGh0TDRLZU5ORlB3OXo2aFhMVTA1V1EyNmlkNndvMGU4MEl5WVB5eVVXUW1NY3p3aThMNjE3VVYtMTlybGpIMA?oc=5
- [8] https://abcnews.com/International/live-updates/iran-live-updates-marines-uss-tripoli-seized-iranian/?id=132196152
- [9] https://www.rt.com/news/638762-israel-blood-feud-us-iran-james-webb/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [10] https://www.yonhapnewstv.co.kr/news/AKR20260420221202mpn
- [11] https://www.chinanews.com.cn/dxw/2026/04-20/10607342.shtml
- [12] https://www.news.cn/world/20260421/4c7f703fb14b4f41ad1af9f68fb3055c/c.html
- [13] https://www.bbc.com/news/articles/c75kg0vdxyro?at_medium=RSS&at_campaign=rss
- [14] https://www.nytimes.com/2026/04/20/us/politics/kevin-warsh-fed-senate-banking-committee-hearing.html
- [15] https://www.rt.com/news/638768-trump-iran-threats-acceptable/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [16] https://news.google.com/rss/articles/CBMiwAFBVV95cUxQZklJTEJXMTV5c3o3REtYRTJCTmFRRVFWZEYzY2p2OEtGSTc2S3BnUVBLcmVDanltVGpvUVR1OWUydnJONTdETElIampPT1pCeXpiaVM0bXl4Tnk4YWtLQTdGM04tekZDUlg2SHdXX0lCNHBGSjlteUpJR05HbXRCV0NXNFZVNkpTay1sTGxoZXJ3ckhVRG5ZOVM0NWNTTDlybUdsbnlJTE1nMHdIZmpJbXJvbHF5VmNZZ1NwUEppOG8?oc=5
- [17] https://www.aljazeera.com/news/2026/4/20/israel-never-talked-me-into-the-war-with-iran-trump-says?traffic_source=rss
- [18] https://www.independent.co.uk/news/world/americas/us-politics/trump-israel-iran-war-october-7-b2961183.html
- [19] https://www.yonhapnewstv.co.kr/news/MYH20260420214421sFT
2026-04-17
2026-04-17
进展要点
- 轨迹（稳定）：中国经济保持稳健增长，一季度数据支撑全球宏观信心。
- 2026年一季度中国GDP同比增长5.0%，主要宏观指标增速回升（Xinhua Finance）。
关键事件
- 中国一季度GDP增长5.0%（Xinhua Finance）
关注 / 展望
监控中国后续经济政策及内需数据；强劲增长或缓解全球衰退担忧。
关联路径
中国GDP增长强劲 / 全球风险情绪改善 / 风险资产上涨
来源
Xinhua Finance / Xinhua World / Australian Prime Minister's Office - Media / The Korea Times / Yahoo News - World / Google News - World / RT News / Al Jazeera Middle East
参考链接
- [1] https://www.pm.gov.au/media/press-conference-putrajaya-malaysia
- [2] https://www.koreatimes.co.kr/world/20260417/trump-says-iran-has-agreed-to-no-nuclear-weapons-negotiations-may-resume-this-weekend?utm_source=rss
- [3] https://www.yahoo.com/news/articles/france-finance-minister-says-hormuz-204128014.html
- [4] https://news.google.com/rss/articles/CBMiiAFBVV95cUxQRmlydkxwa0Vfd1Fvc0JaYjdqWjhfLU13OExTZ3oxdWRIYU5Tak1TY2I2UUNXVC0tZXhNME43T1I5aTllYUpDTHNYVGZvNks1ZThvbUExb1lIWTFJRWhuNmNORjRKdlZ6OUdqS2ZJampPd3JIcGttTlZtRmhEZklfOTJWVFp5c2hj0gGOAUFVX3lxTFB4UnY2ZHZJbFBPNDdwUVFiczQ1dW1NaWxCak0xMHpxb1gtcnVHaWY2QTFDcVZoclJiNjNrbVVtVHBGOTNlczRRXzZQeTJoWS0xUWJSZnFRZG9rN0dRV3UwWGtYTjZpYWMzbFpIOGVNMkdDZS1YaTRBWmRRblI1dlZ3WkI3c3JKZ2lOZDh3ZHc?oc=5
- [5] https://www.rt.com/news/638507-iran-war-fertilizers-famine/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [6] https://www.aljazeera.com/video/newsfeed/2026/4/16/10-day-lebanon-israel-ceasefire-announced-by-trump?traffic_source=rss
- [7] https://www.xinhuanet.com/fortune/20260416/f13262ef761049358c15786f1e02ef5f/c.html
- [8] https://www.news.cn/world/20260416/08b82853835e4380a67c6de63981ce96/c.html
- [9] https://news.google.com/rss/articles/CBMiuAFBVV95cUxNWHpSTjlBOFZyYUZXaEdfNGNaM2NkZ0VvRktZT2paVnpJbkdWbk5PdVRkU1VUREJRbFRPVlNNRnlObEJ6Y2phV1dxVkZ3aVZ6TlRvUl9mZmQwT2haYXo2Q3UtTng1WHBBTnh6SS05UDJFVEZqdDgxOWtScWRDZENQYVBTYWxYMTVUWmZHV0FPNUVBbWczVnpTdWhfRHJmWHNLMkJGUTQ0QnRLeFpHREh4cFh2ZmUwRWR50gG-AUFVX3lxTE4ybmRKM0txaHgtcmEyZmhCZVdHcjEtTXM2bnBMdHBXSmZZY2hrLUxlaGw4bXYzbTNsTWVRRnNyeVZDYmhVZ0tnSUxTZGxPMFRTZlU3SUNkNGthUEs1UkhjbXhGWS1iMmlfUzRRNlA0YzZZN1NhSjJNdkRjd0h1RDRQd2pSNjVNZ1JmRXI0NjBuTHZ4VF9BSENBeDU
- [10] https://www.koreatimes.co.kr/world/20260417/us-to-target-iran-linked-ships-worldwide-beyond-blockade?utm_source=rss
- [11] https://www.yahoo.com/news/articles/latest-us-blockade-iranian-ports-053249833.html
- [12] https://www.aljazeera.com/video/newsfeed/2026/4/16/us-general-clarifies-iranian-ports-under-blockade-not-strait-of-hormuz?traffic_source=rss
- [13] https://www.rt.com/news/638501-pentagon-us-carmakers-weapons-production/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [14] https://www.xinhuanet.com/fortune/20260416/105f7d3562064f4e99b35cc5fdd9723a/c.html
- [15] https://www.news.cn/world/20260416/cca4a32d56a74796a5da62065ceadc15/c.html
- [16] https://news.google.com/rss/articles/CBMifkFVX3lxTE10Q0lhRXhMX2hjajFNX1BFeVFWcVhlY1FjelE0b2tnUHBmUmtwMHBHeEJGdWhVQWlKcXRrZl9HOHlQUWVFd1dHSDJCa3NldEQ2dm1HZU5oeVRKaTlyRmI2a3JVbXBta3N3VmZTQ0NRWlp4LVpVZ2tNUFRRTndDUQ?oc=5
- [17] https://news.google.com/rss/articles/CBMilwFBVV95cUxQMHRMcmlCcHJaRmxTSTU3M2syUkZmZUNpWlhuNU5hMDFtV1FDbHZVaWJ6SnhVcnc2a0RxUDBaQWpBcTNQWmZHd0JEUzZnREZWYVlHdmxYWGRXWTBMRkJIby1jbXpIOVhvZFV0LTlDenNSMWZvdzdBWTZHX2Zvd180OHlCeWFyd0VDQVJKN2tkQklyM204ZFNj0gGcAUFVX3lxTFBlMkdFLUVmNXlCa3QwOVRyZHZCUWo0enpQV2RWYkxWWjd1a1A4QXdqQjFhOTJxZWJGaFNVMDgwQmdjZ21Ccy00UHhMMVluZTVtTEdHdzlZR09vdXA3OXNiNWd6ajVyUnQ1MjFQOW5WVkZGeW8ySzdFdlNhcGNXaXdlWjUxVS1qY2dFUnBqZXZ6UHpWU1BXbWtNaTNrVQ?oc=5
- [18] https://www.koreatimes.co.kr/world/20260417/hegseth-calls-on-iran-to-choose-wisely-says-us-military-locked-and-loaded?utm_source=rss
- [19] https://www.aljazeera.com/news/2026/4/16/trump-says-israel-and-lebanon-agree-to-temporary-ceasefire?traffic_source=rss
- [20] https://news.google.com/rss/articles/CBMikwFBVV95cUxNOS1zX0NqaTM5Qmg3YmpLX2h0MVBNUXNGTzl5bEdtVFR5NWNzcXJveG1JLU5YS2t5QVhVd2ZZTnQtdWlvSWhIdjd5aGVnMjcxSG96Y2h5VTY4ZkNJWG0wUFlnaXFJLUVSMmVqeHdLT1RNQU1oRDNlRzl4eV9tcWxtZC1GM0xKYUoxTy1KQUttWmZUMm8?oc=5
2026-04-16
2026-04-16
进展要点
- 英国央行行长向BBC表示，不会急于提高利率，并指出伊朗战争引发的能源冲击使下一次利率决策变得非常困难。（BBC News (Top)）
关键事件
- 英国央行行长表示不会急于加息（BBC News (Top)）
关联路径
Dovish BoE stance / lower UK rates / GBP depreciation
来源
China News Service / Xinhua World / The Independent / The Korea Times / Google News - World / Ukrinform / BBC News (Top) / NBC News Politics / Yonhap News TV / DW (Deutsche Welle) / Yahoo News - World / ABC News / Al Jazeera Middle East
参考链接
- [1] https://www.independent.co.uk/news/world/middle-east/iran-us-war-live-trump-strait-of-hormuz-israel-lebanon-b2957846.html
- [2] https://www.chinanews.com.cn/cj/2026/04-16/10604577.shtml
- [3] https://www.news.cn/world/20260415/c69fe273d1b744b2944108ca02a8801a/c.html
- [4] https://www.koreatimes.co.kr/world/20260416/ukraines-zelenskyy-pursues-more-arms-deals-with-allies-to-help-check-russias-invasion?utm_source=rss
- [5] https://news.google.com/rss/articles/CBMisgFBVV95cUxQbHV0TWtpcXI1MGV4QlVkX2FES0hra0VSdExoT2V1Z1BqdXctZjF2VHpUYUhRRkJZS1hQekVCUzJ4RVRTSWNmcTZhaDlHUk5jdE5rZXlRNTZ6TUxYb3V2Z25XOHN1VWlrd1o0dXM2NG0yOVZvSnhLMGxQVFFYLXNOWks1UXNBNFRhYWxiTnNiYk9GaXpJaE9zSmE1bGo0d21WY25BLUhOeS0wV3BENzNRaHhR?oc=5
- [6] https://www.ukrinform.net/rubric-ato/4113009-combined-attack-on-ukraine-air-defense-downs-20-missiles-349-drones.html
- [7] https://www.bbc.com/news/articles/cn5330l73y2o?at_medium=RSS&at_campaign=rss
- [8] https://www.nbcnews.com/news/military/us-military-turned-back-six-ships-first-24-hours-iranian-port-blockade-rcna331828
- [9] https://www.yonhapnewstv.co.kr/news/AKR20260416030852ajh
- [10] https://www.dw.com/en/germany-the-uk-warn-the-iran-war-distracts-from-ukraine-and-oil-price-rises-help-russia/a-76797004?maca=en-rss-en-world-4025-rdf
- [11] https://www.yahoo.com/news/articles/us-blockade-iran-talks-fail-021511400.html
- [12] https://abcnews.com/video/132069550
- [13] https://www.aljazeera.com/news/2026/4/15/iran-warns-us-naval-blockade-threatens-ceasefire?traffic_source=rss
- [14] https://www.news.cn/world/20260415/31b1cba1e11b4a908fb2652045db2bc4/c.html
- [15] https://www.chinanews.com.cn/gj/2026/04-16/10604568.shtml
- [16] https://www.independent.co.uk/us/money/stock-market-today-wall-street-iran-war-b2958559.html
- [17] https://www.koreatimes.co.kr/world/20260416/us-stocks-hit-all-time-high-on-middle-east-optimism?utm_source=rss
- [18] https://www.nbcnews.com/business/markets/sp-500-hits-new-high-iran-war-rcna331900
- [19] https://news.google.com/rss/articles/CBMiowFBVV95cUxNMHBnOGZlNTdlN1lMMWVITElFc3FtNVdTZFA1b3k0NkU5NFFVN1Jod3gtSDRJTzJVQk5McDB2S2FKbzBTTkZQUm5OREVkQXhHbnl6UnpfLWVTVmU0cmF5NEttbHVkdGh2R3d3MjZaWUFfbEJJSGR4NWhtSGVxcTV4eE44SjRRelpPeFZ0WEZhY3lmOHlKblZyaEd0T0gwd01sNmRN0gGoAUFVX3lxTE43b1AxT0NfZTdSY2kyMGJZSkZ1Yy15R2VOQUhsVTJFYTBJU2JDRlFEbWNET1VlSDc2MUxEUHZxR1lGc0ZNTW43bTd0Vko0aFhXNDlBekdOX0F2dGlfNEpSWUo5NHpwZUVTNlVqVHBpRWQ2REVQaUItdTg5YXpISUhTdzg1aERRcHE2RHJ6OEF6eURQSkx1aFNMbE5NWF96dWt3dDJONUtueg?oc=5
- [20] https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-mixed-after-trump-orders-hormuz-blockade-against-iran-145712025.html
2026-04-15
2026-04-15
进展要点
- 欧洲央行执行委员会成员菲利普·R·莱恩就欧元区经济前景和货币政策发表讲话。（ECB Press Releases）
- 美联储发布了2026年2月9日和3月18日贴现率会议的纪要，涉及货币政策讨论。（Fed）
关键事件
- 菲利普·R·莱恩：欧元区经济展望与货币政策（ECB Press Releases）
- 美联储2026年2月9日及3月18日贴现率会议纪要发布（Fed）
关联路径
ECB policy signals / EUR and bond yields / European equities
Fed minutes / rate expectations / USD and equities
来源
Xinhua Finance / RT News / Yonhap News TV / BBC News (Business) / The Korea Times / ECB Press Releases / Google News - World / Al Jazeera Middle East / Fed
参考链接
- [1] https://www.rt.com/news/638432-israel-lebanon-forever-war/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [2] https://www.yonhapnewstv.co.kr/news/MYH20260415085953vI1
- [3] https://www.bbc.com/news/articles/cjr9qrnp821o?at_medium=RSS&at_campaign=rss
- [4] https://www.koreatimes.co.kr/economy/20260415/import-prices-post-sharpest-rise-in-over-28-years-in-march-amid-middle-east-crisis?utm_source=rss
- [5] https://www.ecb.europa.eu//press/key/date/2026/html/ecb.sp260414~b312adeb55.en.pdf
- [6] https://news.google.com/rss/articles/CBMikgFBVV95cUxNenlEY3B4eEpDckI2bllJNTJVNzU1SDNMYjlPTzlpTC11UzA0TTRGUWstSnlSeWdsZURiNjBIODNxRmR6d01kbXUtUl95Q1FrSmFpOE9hQVRnZ2QzQWsyMkVnRkIxdHdrWVZqMzNfbXgza0EtZElMaHEyQlZtZzBsR1ppZWVvWWV2R2w5YUZ3ZkVWQdIBlwFBVV95cUxOb0dhOFBmYUVaMFFOMVZISkMzVWk1N2oxZmxiR3QxbjBqZlJXNlBwQ3VVX2VCdWpDbmEtMXFYcEJoYmJiVkJBMXU4bm1LemR5YzRhVHBGcDBQRzJNVkw3a2ZyRDJYSk1nZTdsRS1ZUjNab25aWG10V1RKdllNbFM3bTJ1SDhkN1J3bXlPS2dBbVVpLVRaM3VJ?oc=5
- [7] https://www.aljazeera.com/video/newsfeed/2026/4/14/how-us-blockade-on-iran-will-worsen-energy-crisis?traffic_source=rss
- [8] https://www.xinhuanet.com/fortune/20260415/98576a4fba914ded8bf1975303f65b5b/c.html
- [9] https://www.federalreserve.gov/newsevents/pressreleases/monetary20260414a.htm
- [10] https://www.yonhapnewstv.co.kr/news/MYH202604150910068Su
- [11] https://news.google.com/rss/articles/CBMimAFBVV95cUxPZ0FvbkthQTRrQTJWUmN4N3ZBRVd5SlFwX2JVYjhEQkY4MTRRLVRVcUxYbHkwRDItOGhKcVNWbDFkOFFuSmhZcnFRTEJRU01NMnlTYjM0TUxjUTN1S0pwODFoZno0Q0pta0FqMl9mQ2U3Qm1qdHJwdG5sSENtVGw0dHNVT0I4Y0RRak5iWWNzTGVqZ3FxYVlIVQ?oc=5
- [12] https://www.aljazeera.com/economy/2026/4/14/imf-cuts-global-growth-forecast-during-hormuz-blockade?traffic_source=rss
- [13] https://www.rt.com/news/638423-russia-lavrov-china-visit/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [14] https://www.koreatimes.co.kr/world/20260415/us-iran-may-resume-talks-this-week-despite-port-blockade?utm_source=rss
- [15] https://www.yonhapnewstv.co.kr/news/MYH20260415065334Y9r
- [16] https://www.yonhapnewstv.co.kr/news/MYH20260415063604GEG
- [17] https://www.yonhapnewstv.co.kr/news/MYH20260415064308ULl
- [18] https://www.yonhapnewstv.co.kr/news/AKR20260415062259Y0J
- [19] https://www.yonhapnewstv.co.kr/news/AKR20260415064537UqS
- [20] https://www.yonhapnewstv.co.kr/news/MYH20260415063507Wuh
2026-04-14
2026-04-14
进展要点
- 中国人民银行发布一季度金融数据，社会融资规模增量达14.83万亿元，显示金融系统靠前发力支持经济平稳起步，贷款利率保持低位助力企业和居民。（Xinhua Finance）
关键事件
- 一季度社融增量近15万亿元，金融靠前发力稳增长（Xinhua Finance）
关联路径
宽松货币政策 / 信贷增长 / 经济预期改善
来源
Xinhua World / Xinhua Finance / The Korea Times / Yonhap News TV / Google News - World / Al Jazeera Middle East / RT News / Yahoo News - World / DW (Deutsche Welle)
参考链接
- [1] https://www.koreatimes.co.kr/world/20260414/trump-says-us-military-has-blockaded-iranian-ports-to-pressure-tehran?utm_source=rss
- [2] https://www.yonhapnewstv.co.kr/news/MYH20260414075312mTn
- [3] https://news.google.com/rss/articles/CBMic0FVX3lxTE9lTGVSaGRfSFNsX1ByeERMLWoxdWREdGtBVXNaQy1EeUdZeU9RSVZYY1UxcVh6NzRadndia294eTlGbUtLOVl3N2wySTZ6aVZlMWtjRmlWNF9rVG81NDltb2ZJTU9QWVRGS1JaUUlPaHNZdjA?oc=5
- [4] https://www.aljazeera.com/news/2026/4/13/trump-says-iranian-ships-will-be-eliminated-as-us-naval-blockade-begins?traffic_source=rss
- [5] https://www.news.cn/world/20260413/9b39653c127e47d3aa204c72aa1d20fb/c.html
- [6] https://www.rt.com/news/638355-us-israeli-war-poverty-un/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [7] https://www.yahoo.com/news/articles/us-military-enforce-blockade-gulf-115534084.html
- [8] https://www.dw.com/en/us-maritime-restrictions-increase-economic-pressure-on-iran/a-76760110?maca=en-rss-en-world-4025-rdf
- [9] https://www.xinhuanet.com/fortune/20260413/42286c72c63d41fba01b7147f7cb9dd5/c.html
- [10] https://www.koreatimes.co.kr/world/20260414/physical-oil-hits-fresh-record-high-near-150-a-barrel-as-hormuz-crisis-worsens?utm_source=rss
- [11] https://www.yonhapnewstv.co.kr/news/MYH20260413235728qQL
- [12] https://www.aljazeera.com/economy/2026/4/13/energy-prices-rise-despite-jones-act-suspension-by-trump?traffic_source=rss
- [13] https://www.rt.com/news/638318-iran-israel-us-war-hormuz/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [14] https://www.yahoo.com/news/articles/iranian-passenger-plane-destroyed-us-154212642.html
- [15] https://www.dw.com/en/iran-war-trump-warns-iran-ships-to-steer-clear-of-blockade/live-76758809?maca=en-rss-en-all-1573-rdf
- [16] https://news.google.com/rss/articles/CBMif0FVX3lxTE90S1NYeU1HLWdoVmJNRXQtb2t2cUxuc1JObDV0bmlLbXVTZTM5Qko0YmVJZk1hZUxoeG5hUmNpZzVPdzdFS1JEdTNHSWFiNUFOZnQzQ1dxd2hQVzFCamdEb0tmTWtSUE9ZZ0U3TEJkdFNXWTQwaEtUTm90MnhvYVU?oc=5
2026-04-09
2026-04-09
进展要点
- 美元指数在2026年4月8日大幅下跌0.72%，收于99.142，主要货币对美元汇率相应变动。（Xinhua Finance）
- 美联储公布的3月货币政策会议纪要显示，官员们认为伊朗战争可能对美国经济带来双向风险，既可能推高通胀也可能抑制增长。（China News Service）
关键事件
- 美元指数8日大幅下跌0.72%（Xinhua Finance）
- 美联储会议纪要：伊朗战争对美国经济构成双向风险（China News Service）
关联路径
美元下跌 / 风险资产上涨 / 全球市场情绪改善
伊朗战争风险 / 美联储政策担忧 / 市场避险情绪
来源
Xinhua World / China News Service / Xinhua Finance / RT News / Google News - World / Yonhap News TV / Al Jazeera Middle East
参考链接
- [1] https://www.news.cn/world/20260409/c45d7601476d458ea57a85851efbc952/c.html
- [2] https://www.chinanews.com.cn/gj/2026/04-09/10600672.shtml
- [3] https://www.rt.com/news/637771-us-isral-iran-ceasefire-updates/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [4] https://news.google.com/rss/articles/CBMiowFBVV95cUxQM0M4QVNLMzRVZGI1YTVINHdJUWZFYU5DbEs5NjBxNVNkXzU2YUw0VDNlMXE3NTg2ZTRucjRaLXVBc19aaTF5RTA5Q1ZFOTlpZ2NYVUpqUFhMMERzRW5SdVV5dzUyajZLaVowRFR6WTM0Sks5MFFsb3NlYnRyR1lsTUdLaVBsejlaamtFcEUtODZHcjk4cjBIa2tnekhrZWpFTDlj?oc=5
- [5] https://www.yonhapnewstv.co.kr/news/AKR20260409070324dDx
- [6] https://www.aljazeera.com/news/2026/4/8/trump-administration-says-it-is-mulling-nato-withdrawal-after-iran-war?traffic_source=rss
- [7] https://www.xinhuanet.com/fortune/20260409/4294f804a81c42af86e0af9172b98888/c.html
- [8] https://www.chinanews.com.cn/sh/2026/04-09/10600695.shtml
- [9] https://www.news.cn/world/20260409/65e4ed07bbbd4ed4a2d01a8c03640431/c.html
- [10] https://www.rt.com/news/637763-why-iran-looks-winner/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [11] https://news.google.com/rss/articles/CBMipgFBVV95cUxQUllNR1JLdmFuV2FFOTVNQVc0UEFwWkhtbXVxTEJFcVA0bWVKenJJYWlRSElYaDU1WDg4VkVJajZiQ1hNd0d5VWFPNE40YlZYYWhPN0Z5TnZsbksydlplVmU1VWc0Ulc5cEd6MTk0MzhCSWZPX0ViQWc5eldQTUNiMlFmbWRpbC1hWDBRallTeFNsTUpHOWh6Wk0yT0FxOEcta1Y2WWl3?oc=5
- [12] https://www.aljazeera.com/video/inside-story/2026/4/8/trump-has-found-his-iran-off-ramp-but-at-what-cost?traffic_source=rss
- [13] https://www.xinhuanet.com/fortune/20260409/fae39f2b949e4afd9c1d92b275cbc5f2/c.html
- [14] https://www.chinanews.com.cn/cj/2026/04-09/10600691.shtml
- [15] https://www.chinanews.com.cn/gj/2026/04-09/10600689.shtml
- [16] https://www.chinanews.com.cn/gj/2026/04-09/10600685.shtml
- [17] https://www.news.cn/world/20260409/560122b87c614361b1028d6d3d7c9d1d/c.html
- [18] https://www.news.cn/world/20260408/c1abc49b173845e99a5c8994d1391518/c.html
- [19] https://www.news.cn/world/20260408/e435b5af7fff443c85477fa3acb93775/c.html
- [20] https://www.news.cn/world/20260408/c7c27550cf9147f6845906a92171ec14/c.html
2026-04-04
2026-04-04
进展要点
- 轨迹（稳定）：美国3月非农就业数据强劲，失业率降至4.3%，超出市场预期。
- 就业增长支持美联储加息预期，美元走强。
关键事件
- 美国3月非农就业新增17.8万人，失业率降至4.3%（China News Service）
关注 / 展望
观察美联储对就业数据的反应和后续通胀数据，以判断货币政策走向和市场风险。
关联路径
就业强劲 / 加息预期升温 / 美元走强和股市上涨
来源
China News Service / RT News / Global News / Valor Econômico Politics / Google News - World / El Mundo - International News / Al Jazeera Middle East / Ukrinform
参考链接
- [1] https://www.rt.com/news/637187-iran-war-us-oil-strikes/?utm_source=rss&utm_medium=rss&utm_campaign=RSS
- [2] https://globalnews.ca/news/11758305/iran-gulf-targets-us-israel-strike-war
- [3] https://valor.globo.com/mundo/noticia/2026/04/03/inteligncia-dos-eua-alerta-que-improvvel-que-ir-reduza-bloqueio-de-ormuz-em-breve-dizem-fontes.ghtml
- [4] https://news.google.com/rss/articles/CBMilAFBVV95cUxNTXZ4cTczUHBOZUIxaEcyYTBrOEF3bm1YZ2RyLVVRNGl6N2pKdElTWHZQN1Zyd3FyS2E4Ym9fZTBTUzYtSnRvaC00ZzRYcWVkRHV4T0lRUml0cndLeFZYanN5N3ZveXJweXFMZXVsN2VvZkJWQUJGeWxIa3JXbWZEd3hqYmJNXzN4MWdISm9qcGNsZGtf?oc=5
- [5] https://www.chinanews.com.cn/gj/2026/04-04/10598639.shtml
- [6] https://www.elmundo.es/internacional/2026/04/03/69cff685e9cf4a23268b4578.html
- [7] https://www.aljazeera.com/video/inside-story/2026/4/3/will-force-be-used-to-reopen-strait-of-hormuz?traffic_source=rss
- [8] https://www.ukrinform.ua/rubric-world/4108963-vdalosa-vratuvati-odnogo-z-pilotiv-amerikanskogo-vinisuvaca-zbitogo-nad-iranom-zmi.html
- [9] https://www.yonhapnewstv.co.kr/news/AKR20260404015744gyX
- [10] https://www.bbc.com/news/videos/cly68eg7px6o?at_medium=RSS&at_campaign=rss
- [11] https://www.standard.co.uk/news/world/us-fighter-jet-iran-raf-b1277613.html
- [12] https://www.dw.com/en/iran-war-one-downed-us-fighter-jet-pilot-rescued/live-76649854?maca=en-rss-en-all-1573-rdf
- [13] https://elpais.com/mexico/2026-04-03/estados-unidos-suma-inesperadamente-178000-puestos-de-trabajo-en-marzo.html
- [14] https://www.aljazeera.com/video/newsfeed/2026/4/3/survivors-of-iran-bridge-attack-recall-terror-of-us-israeli-strike?traffic_source=rss
- [15] https://news.google.com/rss/articles/CBMijAFBVV95cUxNV2k3RzVva0hYbF9UM20yYzBfaVlBOHRVQ1BSQ3NWUU54MlJFM0M4WHRoUm1zSThjUVlxZTNKSnEwNzNlZklDT0RhSVJzanlJdDNoLXNDcGdYT2RxMVZsVTIyUVRJZUZ2Z2xSdm9WVEtvM1dfSkJuV19uQ25HTGNRZ3JaSDVWb1ljQ0EyNg?oc=5
- [16] https://www.chinanews.com.cn/gj/2026/04-03/10598635.shtml
- [17] https://globalnews.ca/news/11758492/iran-us-fighter-jet
- [18] https://www.ukrinform.ua/rubric-ato/4108911-polsa-pidijmala-vinisuvaci-cerez-rosijskij-masovanij-obstril-ukraini.html
- [19] https://www.yonhapnewstv.co.kr/news/AKR20260403235949ayF