波罗的海干散货 (BalticDry) 加自选

英镑：万神殿警告称，2026年英国央行不加息的风险正在增加。英镑保持相对稳定，英镑兑欧元汇率在1.154左右，英镑兑美元汇率在1.35附近，但Pantheon Macroeconomics认为，英国利率前景对英镑的支撑作用减弱。Pantheon修改了英格兰银行的预测，认为能源价格下跌大大降低了需求。

Pound Sterling: Pantheon Warns Risks Are Growing for No BoE Rate Hikes in 2026.The British Pound has remained relatively stable, with GBP/EUR trading around 1.154 and GBP/USD near 1.35, but Pantheon Macroeconomics believes the outlook for UK interest rates has become less supportive for Sterling. Pantheon has revised its Bank of England forecast, arguing that falling energy prices have significantly reduced the need.

预测下周：美元下跌，停火希望支撑风险情绪。预测下周：美元下跌，停火希望支撑风险情绪

Forecasting the upcoming week: The US Dollar fell as ceasefire hopes supported risk sentiment.Forecasting the upcoming week: The US Dollar fell as ceasefire hopes supported risk sentiment

美国贝森特就伊朗封锁问题表示，任何被取消的东西都会慢慢取消。美国财政部长斯科特·贝森特表示，政府仍致力于与伊朗达成外交解决方案，但警告称，如果谈判失败，其他选择仍然存在，同时也为美联储不断发展的政策框架和美元的长期强势提供了强有力的辩护。

US Bessent on Iran blockade says anything that is taken off will be taken off slowly.US Treasury Secretary Scott Bessent said the administration remains committed to pursuing a diplomatic resolution with Iran but warned that alternative options remain on the table if negotiations fail, while also offering a robust defense of the Federal Reserve's evolving policy framework and the long-term strength of the US dollar.

英镑反弹，美元因伊朗协议希望而走软。英镑反弹，美元因伊朗协议希望而走软

British Pound rebounds as US Dollar weakens on Iran deal hopes.British Pound rebounds as US Dollar weakens on Iran deal hopes