摩根大通(JPM.N)CEO：利好因素支撑经济韧性，这包括加码财政刺激、放松监管的红利、人工智能驱动的资本投资以及美联储的资产购买计划等。

US Treasury Secretary Scott Bessent said the Federal Reserve should “wait and see” before cutting interest rates as it assesses the economic impact of the war in Iran, speaking at Semafor World Economy in Washington. He said rate cuts would eventually be appropriate but argued current conditions warrant caution, noting the US economy remained strong earlier this year. Bessent added he would be “shocked” if the European Central Bank raised rates, while saying recent inflation pressures, driven largely by energy costs, are unlikely to become entrenched. He cited US data showing March inflation rising three times faster than February, but said core inflation is easing and expectations remain anchored. Bessent also suggested the Iran conflict could ultimately be viewed as contributing to longer-term stability, while acknowledging growth forecasts may need to be revised downward from earlier expectations above 4%.

IMF: UNDER 'SEVERE SCENARIO' OF EXTENDED CONFLICT, FINANCIAL MARKET DISLOCATIONS, GROWTH FALLS TO 2.0%, A 'CLOSE CALL' FOR GLOBAL RECESSION