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全球风暴再起！亚太股市集体回调！贝森特释放关键信号_我的网站

A |     Ever since Deepika Padukone exited Prabhas-starrer Spirit reportedly citing work shifts, the debate regarding professional work hours became the hottest topic in the film industry. The discussion about standardizing working hours – pushing for an 8-hour workday – has been ongoing. While actresses like Rashmika Mandanna have also weighed in supporting the need for healthier and regulated work hours, Keerthy Suresh is the latest actress to voice her opinion.               Keerthy gives a work shift breakdown     As part of promotions for her upcoming film Revolver Rita, Keerthy addressed the debated subject about an 8-hour workday in a press conference. She has made it clear and underlined that the thought of a “fixed shift” rarely reflects the reality of an actor’s life. “I do all kinds of shifts; 9 to 6, 9 to 9 and 9 to 2,” she commented. “While shooting for Mahanati, I have also shot for five other films. But I have also worked for films where the shooting was from 9 to 6.” The actress stated that while everyone discusses the 9–6 shift work hours, very few understand what actually happens behind the camera, and even the regular shifts are more demanding than it appears. Keerthy literally gives a breakdown on how work happens behind the camera. For me, I work both ways. In a 9-6 shift, I have to be ready with make-up on the set by 9; so I have to be on the sets by 7:30…means I have to leave at 6:30 for which I need to wake up at 5:30.          ‘Hardly get six hours of sleep’     Keerthy's statements underscore the persistent hierarchy of labour in the film industry. According to her, by the time actors complete work and return home, it’s already 10 PM. While everyone needs eight hours of sleep daily, Keerthy points out that it’s actually hard for actors to get that privilege during shoots. “What time do I have to wake up in the morning? At 5.30, we hardly get six hours of sleep, even when it's a 9-6 regular shift,” said Keerthy, who recently got married to boyfriend.     Also Read: Samantha Ruth Prabhu and Keerthy Suresh’s Meet Up Surprises Fans。    　　风暴将至！　　亚太时段，美国国债收益率虽然走弱，但股市整体表现较差。

B | 日股、韩股、A股集体走弱，大宗商品多数表现乏力。美股期指亦全线走弱。值得注意的是，HALO交易在盘中崛起。那么，究竟发生了什么？　　美国财政部长斯科特·贝森特于周一的新闻发布会前夕，在《金融时报》发表的一篇评论文章中警告说，伊朗“经济末日即将到来”。他表示，黎明时分，一场经济上的D日行动即将开始——这是有史以来针对对手发起的最大规模的金融攻势。

C | 预计他将于北京时间25日2:00举行新闻发布会。

D | 　　市场再起风暴　　近期，贝森特对市场的影响显著加大。

E | 上周，他宣布扩大国债回购规模，引发债市和汇市剧烈波动。今天亚太时段，他发出的警告再度让亚太市场走向低迷。　　贝森特发文警告，针对伊朗的“经济诺曼底登陆日”（ECONOMIC D-DAY）即将到来，美国将发动前所未有的金融攻势，并向持续与德黑兰进行商业往来的国家发出警告，但并未透露具体措施。

F | 　　“黎明时分，一场经济上的D日行动即将开始——这是有史以来针对对手发起的最大规模的金融攻势。”他在《金融时报》的一篇评论文章中写道。贝森特定于当地时间周一下午2点举行新闻发布会。

G | 　　特朗普上周也威胁要对伊朗发动“经济打击”，誓言要对与德黑兰有贸易往来的国家施加“巨大的经济后果”。美国正试图加大经济压力，迫使德黑兰重返谈判桌。

H | 　　伊朗强硬回应称，若美方持续发动经济战，霍尔木兹海峡乃至波斯湾地区恐将不再有石油出口。伊朗也将把任何国家参与或支持美国对伊朗人民发动的经济战，视为战争行为。　　伊朗伊斯兰革命卫队发言人穆赫比同日表示，伊朗已针对美国各种敌对行动制定应对方案，包括经济施压。他指出，美国日前宣称将对伊朗发动“最严厉的经济战”，反映美方未能在军事领域实现目标；美国对伊朗实施经济制裁已有47年，目前相关说法意在对伊朗民众施加心理压力。伊朗已制定方案降低“经济战”带来的不利影响，并将继续与其他国家进行经济往来、绕过美国限制。他称伊朗在经济领域“没有担忧”，相关措施效果将在不久后显现。　　美元信心危机也在显现　　中东局势导致通胀居高不下，而通胀又是美债收益率持续大涨的主要原因。在贝森特上周发布扩大国债回购计划之后，市场对于美元的担心也明显加剧。彼时，美元应声创下近三周最大单日跌幅纪录，现货市场涌现抛售潮。　　巴克莱银行G10货币交易联席主管Torsten Schneborn指出，避险基金在线性外汇交易上反应尤为剧烈，延续8月以来的美元卖压。投资人担忧，美国财政部以激进手段压长端利率，等于用行政力量扭曲定价，最终将侵蚀市场对美元的信心。

I | 　　与此同时，选择权市场也释出悲观信号：防范美元未来一个月下跌的溢价已攀升至2月以来最高。花旗亚太区外汇选择权主管Akshay Saxena表示，自长债回购计划公布后，对冲美元下行风险的需求明显扩散，贝森特的“收益率管理”正把财政部推向美联储的角色，而代价可能是美元储备货币的光环进一步褪色。　　美股市场预期也在发生变化。市场研究机构MRB Partners全球策略合伙人Phillip Colmar警告，若10年期美债收益率持续走高，标普500指数甚至可能回落15%至20%。　　值得注意的是，有迹象表明，在国际金价重回4600美元/盎司，美债收益率持续高涨，股市波动加剧，美元指数大跌之际，资金也开始再度转向低淘汰率、难复制的HALO资产如油气、电力、矿产、地铁、机场、高速和核心地段不动产。（文章来源：券商中国）。

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Published on:02:17:26