Domestic News:
1. Wang Yi will visit North Korea from April 9th to 10th.
2. The State-owned Assets Supervision and Administration Commission of the State Council (SASAC) has established an Overseas State-owned Assets Management Bureau.
3. Iran seeks security guarantees from China? Foreign Ministry responds.
4. Informal trilateral meeting between China, Afghanistan, and Pakistan was held in Urumqi, Xinjiang.
5. Spanish Prime Minister Sánchez will pay an official visit to China from April 11th to 15th.
6. Foreign Ministry discusses China-US economic and trade relations: Essentially mutually beneficial, both sides should provide more stability for China-US economic and trade cooperation.
International News:
1. World Gold Council: Gold ETFs saw record outflows in March.
2. US media: Trump considers partially withdrawing US troops from NATO allies.
3. Top US House Democrats hint at being open to impeaching Trump.
4. White House: Trump believes NATO has not passed the "test" and will discuss withdrawal with Rutte. 5. Indian government sources: The US is expected to extend the waiver for Russian oil purchases.
6. Fed March meeting minutes: More officials mentioned the possibility of interest rate hikes; Fed mouthpieces say the ceasefire makes the Fed's decision more difficult.
7. Various assets partially reversed their Asian session trends in overnight US trading. Gold surged 3% before briefly falling; US Treasury 2-year yields were essentially flat; US oil losses narrowed to 12%.
8. Iran situation—
① Iranian Parliament Speaker: Three points of the "Ten-Point Plan" have been violated; under these circumstances, a ceasefire or negotiations are meaningless.
② Trump: Imposes a 50% tariff on countries supplying weapons to Iran; proposes a joint venture with Iran to operate the Strait of Hormuz. Will discuss tariffs and sanctions with Iran; uranium enrichment will be banned.
③ Both the US and Israel say the two-week ceasefire does not include Lebanon.
④ Iranian media: The Strait of Hormuz is completely closed, forcing oil tankers to return.
⑤ Oman says it has signed an agreement not to charge ships passing through the Strait of Hormuz.
⑥ The White House: The first round of US-Iran talks will be held in Islamabad on the morning of the 11th local time.
⑦ The Israeli military launched its largest airstrike against Hezbollah since the start of this round of conflict. Iran is considering launching a counterattack against Israel and withdrawing from the ceasefire.
