美国总统特朗普：“欺诈”数字是如此之大，如果成功的话，我们实际上就能平衡我们的美国预算。洛杉矶的突袭行动已经开始。

【美联储戴利：美联储应关注就业率而非就业人数】美联储戴利表示，经济无需像以前那样创造大量就业机会就能维持相同比例的人口就业率。在这种环境下，每月的招聘数据已不再能最准确地反映劳动力市场的健康状况。失业率可能是一个更好的衡量指标。她表示：“诸如就业人口与人口比例、失业率、离职率或招聘率等比率和指标，能够反映劳动力队伍规模的变化，从而更清晰地反映劳动力市场的健康状况。”

Money managers are shifting defensive as the Iran war fuels sharp market swings, with the S&P 500 whipsawing on headlines and oil surging about 50% since late February. David Royal of Thrivent said, “There’s not a clear end game for market disruption,” while adding, “Markets bottom when uncertainty is at its maximum.” Florian Ielpo of Lombard Odier cut risk exposure, saying, “Sometimes there is a shock and you need to be disinvested.” Investors are rotating into value, bonds and hedges, while watching oil near $110 and assessing prolonged economic risks.