-- スコシアバンクの副社長兼資本市場経済責任者であるデレク・ホルト氏は、月曜日の「デイリー・ポイント」レポートで、新たな取引週の始まりにリスク選好度が「低下傾向にある」と述べた。 ホルト氏は、原油価格が1バレルあたり5~6%上昇した一方、米国株先物は約0.5%下落し、欧州株はそれの約2倍の下落となったと指摘した。 また、米ドル(USD)はカナダドル(CADまたはルーニー)とノルウェークローネ(NOK)を除く主要通貨に対してやや上昇し、国債利回りは地域や満期を問わず約2~6ベーシスポイント上昇したが、欧州債は米国債を下回るパフォーマンスとなったと指摘した。 地政学的な観点から、ホルト氏は、ドナルド・トランプ米大統領が金曜日にイランとの合意に向けた進展を「著しく誇張した」ようだと述べた。 それ以外では、夜間にかけてカレンダーに基づくリスクは非常に軽微だったと彼は付け加えた。ドイツの生産者物価は3月に急上昇した(前月比+2.5%、市場予想1.4%)。中国は1年物と5年物のローンプライムレートをそれぞれ3%と3.5%で据え置いたが、これは誰も驚かなかった。
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Oil Prices Climb Following US-Iran Flare-Up as Ceasefire Expiration Looms
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European Equities Traded in the US as American Depositary Receipts Decline in Monday Trading
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