標普：我們的基本假設是，中東戰爭強度將在4月份達到頂峯，霍爾木茲海峽的實際封鎖也將有所緩解，但一些干擾可能會持續數月。此外，由於中東的能源基礎設施在戰爭中遭到破壞，即使霍爾木茲海峽恢復暢通，石油和天然氣產量也可能需要一段時間才能恢復正常。

IMF總裁格奧爾基耶娃：若戰爭兩週內結束，全球經濟仍將迎來快速復甦

Scott Bessent said Iran negotiations are progressing with identified interlocutors representing different parts of the Iranian government. He said he is less focused on near-term IMF and World Bank forecasts, which he suggested may be overstated, and emphasized longer-term economic stability. Bessent said the Federal Reserve could observe before cutting rates but will eventually need to lower them, adding policy should wait until Kevin Warsh is in place as Fed chair. He also said he expects Iran-related tensions to ease, with prices declining, and described weak global growth as the main risk to stability.