德国联邦金融监管局（BaFin）局长：金融机构目前总体处于强势地位；不确定性极高且将持续如此。 ...

瑞士央行行长：由于不确定性，瑞士经济增长可能会放缓。 ...

瑞士央行行长：目前最大挑战是不确定性。 ...

日元兑美元跌幅扩大至1%，日本央行行长强调不确定性。 ...

日本央行：不确定性仍然极高，包括贸易政策影响在内。 ...

加拿大央行会议纪要：虽然意见存在分歧，但委员们都同意目前存在很大的不确定性，局势可能在几分 钟内迅速变化。 ...

Group 1 - The geopolitical and trade turmoil during the initial 100 days of President Trump's second term has caused significant concern among European leaders, marking a departure from previous U.S. government interactions [1] - The European Union is facing increasing uncertainty in two main areas: trade and the conflict between Russia and Ukraine, with potential tariffs on EU goods and ongoing trade disputes with other partners [1] - European Central Bank policymakers anticipate that economic growth in Europe will be negatively impacted by trade tensions, with inflation effects remaining unclear [1] Group 2 - The Austrian central bank governor highlighted unprecedented uncertainty, indicating that monetary policy decisions may need to be delayed until clarity is achieved [2] - The Dutch central bank governor compared the current uncertainty to the early stages of the COVID-19 pandemic, emphasizing the negative impact of U.S. tariff actions on growth [2] - The acting German finance minister noted that U.S.-European relations are not at a crisis point yet, suggesting that more events are needed to break the existing trust [2] Group 3 - Concerns regarding U.S. support for Ukraine under Trump's administration have raised alarms in Europe, with EU leaders expressing their commitment to supporting Ukraine while questioning the sustainability of U.S. aid [3] - Kaja Kallas emphasized the need for increased pressure on Russia to facilitate peace in Ukraine, reflecting the urgency of the situation [3] - Trump's initial claims of quickly resolving the conflict were retracted, and while discussions for a ceasefire were initiated, progress has been limited [3]

欧洲央行副行长金多斯：鉴于目前异常的不确定性，风险已经加剧。 ...

Core Viewpoint - Traders are observing the highest level of term premium since 2014, indicating a new world order characterized by increased uncertainty, which is expected to keep term premiums elevated [1] Group 1 - The term premium, described as an additional buffer, is currently at its highest level since 2014 [1] - Jack McIntyre, who manages $63 billion in assets at Brandywine, suggests that even if there are concessions on tariffs from Trump, the level of uncertainty will continue to rise [1] - This rising uncertainty implies that the term premium will remain high [1]

欧洲央行首席经济学家连恩：不确定性可能导致政策规模偏向于缩小或扩大。 ...