美国银行全球基金经理调查：36%的投资者预计全球经济将走弱，而一个月前7%的投资者预计经济将走强。

IMF'S GEORGIEVA: CONCERNED THAT OIL SHOCK IS TAKING ATTENTION AWAY FROM PRESSING ISSUES INCLUDING AI AND FINANCIAL STABILITY RISKS

The breakdown in U.S.–Iran negotiations over the weekend is notable but not the key driver for markets, according to ING rates strategists. They argue that regional wars matter less than the ability to ensure physical flows of goods and energy. “What matters is the ability to get stuff done, and to get hands on stuff,” they say. They note that control of the Strait of Hormuz has shifted from Iran to the U.S., which they view as a more market-friendly outcome on expectations of eventual full and unrestricted reopening of the route.