菲律宾央行行长：本周对外汇市场的干预没有超过正常水平。对外汇不太担忧，更关注经济增长和通 胀。 ...

美联储施密德：美联储在平衡通胀风险与经济增长和就业之间的可能性正在增加。 ...

智通财经4月10日电，第12届东盟财长和央行行长会议发表联合声明，强调东盟国家将共同致力于打造 一个韧性、包容和可持续的本地区经济未来。声明指出，在通胀放缓的背景下，强劲的国内需求、稳定 的投资活动、强劲的出口表现以及良好的就业条件继续支撑着东盟的经济表现。预计该地区将在持续的 外部逆风中保持韧性。声明说，征收关税和潜在报复措施带来的不确定性，可能会加剧资本流动和汇率 的波动。东盟正密切关注这一情况，并随时准备在必要时应对这种波动。 东盟国家召开财长和央行行长会议 讨论经济前景等问题 ...

据财经杂志报道，贸易战的升级正在使长和出售巴拿马运河等海外港口业务的复杂程度上升。巴拿马则在4月7日有所动 作。巴拿马审计长办公室表示，在审计长和旗下子公司于巴拿马运河港口特许经营合约时，发现存在多项违规行为，将 对授权续签港口特许经营权的官员提出诉讼。 贝莱德集团（资料图） 据媒体此前报道，长和发布公告，宣布与贝莱德-TiL财团达成原则性协议，拟向该财团出售旗下和记港口集团非中国资 产，其中涉及巴拿马港口公司90%股权。此外，交易还涉及长江和记在其附属公司与相关公司持有的80%有效控制权益， 包括位于23个国家的43个港口拥有、营运、发展的共199个泊位，连同所有和记港口集团的管理资源、营运业务、货柜码 头系统、资讯科技及其他系统，以及其他涉及用于控制和营运有关港口的资产。据公布，此次整体出售总企业价值为228 亿美元。 日前，美国国防部长赫格塞思在访问巴拿马时继续向这个中美洲国家施压，并宣称美国将从"中国影响力"下夺回巴拿马 运河。赫格塞思在与巴拿马政府官员会谈后，承诺深化与巴拿马部队的安全合作，声称不会允许中国利用商业关系通过 中企来将运河"武器化"。赫格塞思在巴拿马城一个由美国援助翻新的码头发表讲话时 ...

Core Viewpoint - The company, Panama Ports Company (PPC), has publicly responded to accusations from the Panamanian government regarding alleged violations during the renewal of its operating concession, asserting that it has complied with legal requirements and has made significant investments in the region [1][2]. Group 1: Company Response to Allegations - PPC refuted claims that it underpaid $300 million during its previous concession period and failed to share 10% of profits with the government, stating that it has invested a total of 1.695 billion Balboas, exceeding its initial commitment [1][2]. - The company highlighted that it signed an additional agreement with the Panamanian government in 2005, which required an investment of over 1 billion Balboas, and it has confirmed this investment through audits [1][2]. Group 2: Financial Contributions and Compliance - PPC has paid a total of 126 million Balboas in dividends to the Panamanian government, equivalent to 12.6 million USD, and noted that the government has not received dividends from other port operators [2]. - The company has contributed 668 million Balboas in taxes and has generated at least 5.9 billion Balboas for the local economy through its port operations [2]. - PPC emphasized that its renewal of the concession in 2021 was fully compliant with legal standards and requirements [2].

欧洲央行管委维勒鲁瓦：美国政治充满巨大不确定性，这种不确定性损害增长和信心。 ...

美联储会议纪要：部分参与者观察到，如果通胀证明更加持久，而经济增长和就业前景减弱，联邦公开 市场委员会可能面临困难的权衡选择。 ...

关税可能导致GDP增长和投资下降。 美国明尼阿波利斯联储主席卡什卡利（2026年FOMC票委）：比预期更严重的经济衰退可能会引发新的 前景。 ...

印度央行报告：通胀回落的进展为货币政策在平衡增长和通胀方面提供了空间。 ...

Core Viewpoint - The $22.765 billion port business transaction between BlackRock and CK Hutchison is facing multiple challenges, including potential legal issues in Panama and regulatory scrutiny from Chinese authorities [1][6]. Group 1: Transaction Details - CK Hutchison announced on March 4 that it plans to sell 43 port businesses, including the Panama Canal, to a buyer consortium led by BlackRock, which also includes Global Infrastructure Partners (GIP) and Terminal Investment Limited (TiL) [2]. - The transaction is expected to generate over $19 billion in cash for CK Hutchison, which is equivalent to the company's overall market value, making it the largest transaction in the company's history [2]. - CK Hutchison's port division operates 293 berths across 53 ports in 24 countries, handling a total throughput of 82.1 million standard containers in 2023 [2]. Group 2: BlackRock's Strategic Position - BlackRock, founded in 1988, is the world's largest asset management company, managing over $11.6 trillion in assets across various sectors, including equities, bonds, and real estate [4]. - Approximately 80% of BlackRock's managed assets come from institutional clients, including government and high-net-worth individuals [4]. - The acquisition of GIP, a company specializing in infrastructure, and TiL, which operates nearly 70 key ports globally, positions BlackRock to control about 10.4% of global container throughput if the transaction is completed [4]. Group 3: Regulatory Challenges - The transaction is under scrutiny from the Chinese National Market Supervision Administration, which is conducting a review to ensure fair competition and protect public interests [6]. - In Panama, the Office of the Comptroller General has identified multiple violations in the port concession agreements and plans to sue officials involved in the renewal of these agreements [7]. - The deal must also pass antitrust reviews in 12 jurisdictions, including the EU and the US, and requires approval from CK Hutchison's special shareholders' meeting [7].