Gary Yeowell/DigitalVision via Getty Images Main Thesis & Background The purpose of this article is to evaluate the iShares MSCI Eurozone ETF ( EZU ) as an investment option at its current market price. This fund has an objective to track an index "composed of large and mid-cap equities from developed market countries that use the Euro as their official currency". I started a position in this ETF when 2026 got underway, primarily because it is a more diversified fund than my other European holdings, with 224 companies in its portfolio. As noted, I was a bull on Europe when the year began and via EZU in particular. This article was posted in early January for reference: Prior Review (EZU) (Seeking Alpha) While we have certainly seen our share of ups and downs thus far in 2026, readers may be surprised to learn that the major indices (and EZU) are pretty close to flat year-to-date. However, European shares have beaten out both the S&P 500 and the "world", which means we have gotten some slight "alpha" with this investment option: YTD Performance (EZU, S&P 500, VT) (Google Finance) In my view it is important to take a measured look at the market right now and try to tune out some of the noise that is rattling investors. Being aware of macro-events like the Iran war can be useful, but it can also distract from fundamentals and cause retail investors to make ill-timed decisions. For me, I see volatility and panic selling as a time to buy, not sell, but I want to be strategic when I do so. This leads me to EZU, as I continue to see this is a viable option for those wanting developed market, but non-US, exposure. In this light I will use this review to explain why I remain bullish on this ETF. Europe Has The Value Edge One of the key reasons I have considered European shares for a while now - and still do - has to do with valuation. While it is not realistic to call the current valuation "cheap", what really matters to me is relativity. Through this lens we can see that th...

(RTTNews) - A day after recording an impressive surge thanks to news about the U.S. and Iran agreeing to a two-week ceasefire, French stocks fell on Thursday as investors turned cautious amid uncertainty about the warring countries honoring the truce deal.

Mercedes Q1 sales down in tough 'transition year' for China business Reuters

Both of these leading digital assets have lost roughly half of their value since hitting their peaks in the back half of 2025.

Key PointsBitcoin’s key properties, such as decentralization and scarcity, position it as an entirely new monetary system.

核心要点 气象学家表示，今年晚些时候可能形成一次强度异常偏高的厄尔尼诺现象，加剧全球粮食安全担忧。 “超级厄尔尼诺” 出现的背景，是伊朗冲突已引发燃油与化肥价格飙升，引发广泛预警。 一位分析师向 CNBC 表示，厄尔尼诺可能推高可可、食用油、大米和食糖价格。 今年晚些时候可能出现的超强厄尔尼诺现象，将进一步加剧全球粮食安全担忧。与此同时，伊朗冲突造成的冲击已导致关键化肥产品供应紧张。 气候科学家警告称，未来数月出现全球变暖型厄尔尼诺现象的可能性越来越大。美国气象部门预计，10 月至 12 月形成 “强” 天气事件的概率为三分之一。 欧洲气候模型显示，出现极强或 “超级厄尔尼诺” 的概率更高，不过所谓的春季预报障碍意味着这些预测可能存在偏差。 厄尔尼诺（西班牙语意为 “小男孩”）是指太平洋海面温度异常升高的自然气候现象，每隔数年发生一次。当热带东太平洋海域气温较长期平均值高出 0.5 摄氏度时，即可判定为厄尔尼诺事件。 “超级厄尔尼诺” 目前尚无官方科学定义，一般指厄尔尼诺 - 南方涛动（ENSO）的极强阶段，此时东太平洋海面温度较正常水平偏高至少 2 摄氏度。 能源与气候情报部门粮食与农业高级分析师克里斯・贾卡里尼表示，2026 年可能再度成为冲突与气候风险叠加、造成高昂代价的一年。 “粮食价格正遭受双重挤压：一方面极端气候扰乱主产区生产，另一方面粮食体系仍高度依赖化石能源，因此极易受到天然气、化肥、运输和包装成本上涨的冲击。” 贾卡里尼在邮件中对 CNBC 表示。 “这就是强厄尔尼诺值得警惕的原因。在人类排放已导致气候不稳定的背景下，它会进一步放大天气风险，叠加化石能源高价带来的通胀压力。” 瑞银 首席经济学家保罗・多诺万指出：“2026 年可能出现超级厄尔尼诺天气形态。若果真如此，干旱和供水紧张带来的影响，可能比氮肥短缺更为严重。” 贾卡里尼称，部分大宗商品对这类天气事件尤为敏感，厄尔尼诺通常会推高可可、食用油、大米和食糖价格。他还提到，香蕉、茶叶、咖啡、巧克力以及豆粕肉类等热带相关产品也面临广泛风险。 厄尔尼诺再度来临之前，全球已持续多年拉尼娜现象，其影响通常是使全球气温较常年偏低。 “超级厄尔尼诺” 伊朗冲突严重扰乱了霍尔木兹海峡的物资供应，导致油气价格和化肥成本飙升。霍尔木兹海峡是连接波斯湾与阿曼湾的关键狭窄水道。 全球约三分之一的海运化肥贸易通常经由霍尔...

浙江大学医学院附属第二医院的专家团队开发出一种工程化免疫抑制与病灶靶向的树突状细胞干预策略，可对受损心脏精准免疫调节。该研究成果于北京时间4月8日发表于国际学术期刊《自然》。（新华社）

格隆汇4月9日｜财政部拟第一次续发行2026年记账式附息（七期）国债。本次续发行国债为7年期固定利率附息债。本次续发行国债竞争性招标面值总额1320亿元，进行甲类成员追加投标。本次续发行国债票面利率与之前发行的同期国债相同，为1.66%。本次续发行国债的起息日、兑付安排与之前发行的同期国债相同。自2026年3月25日开始计息，按年付息，每年3月25日（节假日顺延，下同）支付利息，2033年3月25日偿还本金并支付最后一次利息。招标时间为2026年4月10日上午10:35至11:35。

Source: Bloomberg, 7:21

财联社4月9日讯（编辑 史正丞） 面对近期快速飙升的原油价格，包括欧盟成员国以及巴西、印度等新兴市场国家纷纷推出普遍性能源补贴政策，例如下调燃油税、设定燃料价格上限、直接发放现金等。 面对这些意在减轻消费者受能源价格飙涨冲击的操作，经合组织（OECD）却给出反直觉的建议：最好快点取消。 本月刚刚履新的经合组织首席经济学家斯特法诺·斯卡佩塔（Stefano Scarpetta）解释称， 类似于减税的措施虽然易于实施，但长期维持的成本过高，会拖出财政问题。 （Stefano Scarpetta资料图） 斯卡佩塔进一步解释称， 2022年欧洲能源危机的经验表明，这类政策的成本“特别高” 。这些补贴推动了通胀，积累了财政问题，并削弱了减少化石燃料依赖的动力。 无独有偶，欧盟委员会也在近期警告成员国， 各国拟议的能源补贴、减税和价格上限都应在时间和范围上予以限制 。官员们担心，眼下的冲突可能使该地区在 短短6年内迎来第3次经济危机 ，此前两次危机均引发了大规模财政刺激并推高债务。 根据最新可得的数据，欧盟的一般性政府债务占GDP比例从2019年底的77.8%上升至去年三季度的82.1%。考虑到该地区还有大幅增加国防支出的需求，可供财政回旋的余地已经不多了。 经合组织同时表示，即便美伊达成短暂停火协议后霍尔木兹海峡的出口存在恢复潜力，但 中东冲突仍会在未来几个月内推高通胀并打击增长 。 斯卡佩塔表示，更高的能源价格以及海湾地区贸易受阻，也可能拖慢人工智能的推广进程，这将对全球经济增长前景构成打击。在2月底美国和以色列对伊朗发动打击之前，快速推进的AI工具应用原本是经合组织准备上调多数主要经济体增长预期的主要原因之一。 他进一步表示， 严重的不确定性使得各国政府更有必要为能源补贴措施设定时限，并聚焦于低收入家庭和高耗能企业。 斯卡佩塔也表示，由于补贴可能会被用来维持那些本该停止经营的“僵尸”企业，因此为企业设定所谓的“适当补贴力度”会是一件非常困难的事情。因此，他主张即便各国政府要为无法应对的企业提供支持，也应确保企业分担部分能源成本上升的负担。 经合组织首席经济学家也建议，为了防止个别企业从危机中牟利，例如英国曾推动的“燃料查找器”（fuel finder）之类的措施将很重要，确保任何补贴措施都能传递到消费者手中。 “燃料查找器”是一种推进价格信息透明的工具，公开不同加油站实时...

财联社4月9日讯（编辑 梓隆）， 近期，在2025年年报密集披露的同时，不少上市公司也陆续公布了2026年一季度的预告业绩数据。截至今日（4月9日）发稿时，累计共有近60股披露一季报预告，其中，多只业绩预喜股迎来上涨行情， 富春染织 、 东山精密 、黔源 电力 3股录得涨停，东山精密更是晋级连板。 注：2026年一季报预增概念股表现活跃（截至4月9日收盘） 千亿龙头业绩高增，股价连创 历史新高 4月7日晚间，AI板块热股东山精密披露一季报预告，归母净利润预计达10亿元至11.5亿元，较上年同期增长119.36%至152.27%。公司表示，业绩高增主要源于传统业务稳定增长、AI算力驱动光模块放量、子公司索尔思扩产等。受此提振，东山精密近日迎来连续涨停之旅，截至今日收盘，其目前已晋级2连板，股价也创历史新高。 注：东山精密近日连获涨停（截至4月9日收盘） 从量能数据上看，东山精密今日放量明显，全天成交额122.5亿元，创上市以来次高纪录，仅低于今年3月18日（146.0亿元），彼时，其当日收跌近2.1%。若以资金面角度统计，东山精密近期获融资客回流加仓，截至4月8日数据，其目前融资余额64.66亿元，较4月初时低点（55.57亿元）增长近9.1亿元，增幅接近16.4%。 注：东山精密近期融资余额变动情况（截至4月8日数据） 除东山精密外，今日同样录得涨停的富春染织、 黔源电力 也于近日发布一季报预告数据，其中，富春染织预计2026年一季度归母净利润同比增长1347.69%至1554.50%，主要源于染化料价格上涨等因素；黔源电力预计一季度归母净利润同比增长58.16%至87.09%，主要系发电量同比上升使发电收入及发电利润增加。 季报预告进程开启，预增方向盘点扫描 目前，市场累计已有近60股发布一季报预告数据，从业绩类型上看，业绩预喜（预增、略增、续盈）股共51股，占披露一季报预告股近85%。其中，预增股近40只。分行业板块统计，目前已披露一季报的个股主要集中在 电子 、 有色金属 、 机械设备 、基础 化工 、 医药生物 板块，其五者合计占比68.3%， 电力设备 、 汽车 、 环保 、 食品饮料 股也相对较多。 注：2026年一季报预告业绩类型分布情况（截至4月9日发稿时） 具体个股方面，目前已披露预告数据的标的中，累计共有27股2026年归母净利润（下限）预计同比...

格隆汇4月9日｜据中国互联网联合辟谣平台，近日，有网民反映收到“综合补贴申领认证通知”。该通知声称，“人社部针对生育津贴、医保补贴、住房补贴等综合补贴开展申领认证”，需“点击链接，登录官方网址办理领取补贴金”。点击链接后，跳转到的页面与人力资源社会保障部官方网站的界面非常相似，但实际为不法分子伪造的诈骗网站。对此，人力资源和社会保障部表示，从未发放过所谓的“2026年度综合补贴”。上述通知为不实信息且涉嫌诈骗。

Gary Yeowell/DigitalVision via Getty Images Brookfield Infrastructure Corporation ( BIPC ) ( BIPC:CA ) is almost 20% off its 52-week high, and it looks interesting now, with a 4.4% yield and a low valuation compared to its growth potential. The bull case is simple. Brookfield Infrastructure has a great track record of both FFO per share and dividend growth. Looking forward, the stock trades at just 11.3x forward FFO estimates, while management expects 5-9% dividend growth over the long term and 10%+ FFO per unit growth. It's well-diversified, with exposure to infrastructure for utilities, transportation, midstream, and data, all under long-term contracts. And now, with the recent ceasefire news sending oil prices lower, it's possible that inflation expectations can come down, which is good for Brookfield Infrastructure with its large debt position. I believe that BIPC's dividend yield and growth potential can lead investors to double-digit annualized returns, so I'm giving it a Buy rating. A quick note: I'm focusing specifically on BIPC rather than Brookfield Infrastructure Partners L.P. ( BIP ) ( BIP.UN:CA ) due to the tax structure for BIPC being more investor-friendly. But it's worth noting that BIPC shares are exchangeable on a 1:1 basis into BIP units and that the BIP units have a higher dividend yield of 5% due to them currently trading at a 12% discount to BIPC shares. BIPC vs. BIP (BIP's Q4 Investor Profile) A Diversified Infrastructure Play I'm assuming you already have an idea of what Brookfield Infrastructure does. But if you don't, the company basically acquires, operates, and makes money from essential infrastructure across a few sectors. Brookfield then charges fees for companies to use its assets. 85% of its FFO is contracted or regulated, and it often enters into long-term contracts (its contracted FFO has a 9-year weighted average duration ). As you can see below, 25% of its FFO last year came from utilities, while 37%, 22%, and 16% came from transp...

SlavkoSereda/iStock via Getty Images Oil prices rose on Thursday as it looked to regain its momentum after falling the most in six years on Wednesday as the U.S. and Iran had reached a two-week ceasefire agreement. The rise comes after U.S. President Donald Trump said Wednesday that American military forces will stay deployed in and around Iran until Tehran fully honors the “real agreement" ​and warned of a major escalation in fighting if it fails to comply, as oil prices rose on supply concerns. The remarks followed the largest coordinated strike of the war by Israel on Wednesday that killed more than 250 people in Lebanon, prompting a warning from Iran's lead negotiator that Israel's ramping up its parallel war and Washington's insistence ​on Tehran abandoning its nuclear ambitions could jeopardize talks to forge a permanent peace deal. Brent crude futures ( CO1:COM ) were up 3.2% to $97.78 a barrel at press time, while U.S. West Texas Intermediate crude ( CL1:COM ) rose 3.2 % to $97.43 a barrel. ETFs: ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ), ( UNG ), ( BOIL ), ( KOLD ), ( UNL ), ( FCG ), ( XLE ) Dear Readers: We recognize that politics often intersect with the financial news of the day, so we invite you to click here to join the separate political discussion. More on oil 14-Day Ceasefire With Iran: Sell Oil And Buy Oil Companies Clock Is Ticking On Iran's Oil Leverage The Iran War - Crisis Averted, But Inflationary Pressures Remain Trump vows U.S. troops will remain near Iran until 'real agreement' is met, warns of major escalation Goldman cuts Q2 oil forecasts on U.S.-Iran truce, warns of $115 Brent if ceasefire fails

格隆汇4月9日｜美银预计，在AI计算（英伟达、博通、迈威尔科技，前瞻估值在15x-20x之间）以及存储/逻辑板块加速增长的推动下，到2030年，半导体市场总规模将达到2万亿美元，年复合增长率为20%。

格隆汇4月9日｜肯尼亚央行行长：凭借我们现有的外汇储备规模，我们应该能够应对任何先令汇率波动。

Xin Hua Fund Management has been reprimanded by China’s central bank for submitting inaccurate financial data and failing to rectify the issue in a timely manner, in a rare public rebuke of a mutual fund firm over compliance lapses. The Chongqing branch of the People’s Bank of China summoned the firm for regulatory talks, according to a statement on its website, ordering it to strengthen oversight of raw data quality and improve its financial reporting practices. During the meeting, regulators...

Meteorologists Warn About Super El Nino Event Weather forecasters are sounding the alarm about what could become a "super" El Niño event, potentially one of the strongest on record. "Strongest El Niño on record this year?!" meteorologist Ben Noll wrote on X. Noll said the latest ECMWF outlook indicates a 75% chance of a super El Niño by October, with "some scenarios suggesting the most intense event in more than a century." Strongest El Niño on record this year?! New ECMWF guidance shows a *75% chance of a super El Niño* by October, with some scenarios suggesting the most intense event in more than a century. It will bring wide-reaching weather impacts that last into 2027 🧵 pic.twitter.com/cRZrxGCxAa — Ben Noll (@BenNollWeather) April 6, 2026 Noll said, "El Niño forming by May, potentially becoming strong by August — new ECMWF seasonal modeling." Latest El Niño odds: 22% chance of a super El Niño by August 80% chance of a strong event 98% chance of a moderate event El Niño forming by May, potentially becoming strong by August — new ECMWF seasonal modeling. By the numbers: • 22% chance of a super El Niño by August • 80% chance of a strong event • 98% chance of a moderate event That's according to data from 50 ensemble members. pic.twitter.com/LDOogrRcEC — Ben Noll (@BenNollWeather) March 6, 2026 Meteorologist Ryan Maue noted: New maps causing meteorologists to lose their minds in disbelief at massive heat build-up in the Equatorial Pacific The oceans will not literally be boiling red 🔴 in the early autumn, but the Super El Niño will drive unprecedented global extreme weather events. pic.twitter.com/cEAmGIHuFI — Ryan Maue (@RyanMaue) April 7, 2026 Impacts for agri traders: As we get into the middle/end of the growing season, the influence of a Super El Niño will need to be monitored going forward in all outlooks. Check out the SST Anomalies for August! Come chat with us about this as we continue to tweak summer outlooks: https://t.co/FOJHGVeXkc pic.twitter.com/GgTB4XX...

With oil prices reaching the highest level in years, these ETFs can offer outsized gains, although they come with a variety of risks.

格隆汇4月9日｜黎巴嫩军方：昨日(星期三)以色列空袭导致4名黎巴嫩士兵遇害。

财政部将进行2026年记账式附息国债第一次续发行，本次续发行国债为7年期固定利率附息债，发行数量为1320亿元。票面利率与之前发行的同期国债相同，为1.66%。竞争性招标将于2026年4月10日上午10:35至11:35进行，采用修正的多重价格招标方式，标的为价格。中标承销团成员需于2026年4月13日前将发行款缴入财政部指定账户。本次续发行国债发行手续费为各承销团成员承销面值的0.06%。（财政部）

格隆汇4月9日｜据凤凰网科技，职场社区平台脉脉发布80家“隐形大厂”名单，涵盖智谱、SHEIN、地平线、Momenta、月之暗面、摩尔线程、优必选、宇树科技等企业，涉及AI大模型、智能驾驶、机器人、芯片、跨境电商等赛道。此外，脉脉还从80家企业中进一步筛选出20家高速成长企业形成“隐形大厂20强”。 从薪酬水平来看，“隐形大厂”已展现出不输传统大厂的竞争力。脉脉平台数据显示，2025年，Momenta的新发岗位平均月薪达到69815元。某机器人企业在脉脉发布了一个岗位信息，年薪1亿元招聘“具身智能首席科学家”。此外，非技术岗位同样具备竞争力：智谱“大模型销售经理”最高月薪5万元，小马智行“增长及用户运营产品经理”最高月薪3.5万元。 从城市分布看，北京集中于AI、智能驾驶、芯片（智谱、月之暗面、Momenta、摩尔线程）；上海聚焦芯片制造与游戏（沐曦、燧原科技、叠纸游戏）；深圳以机器人、跨境电商、智能硬件为特色（优必选、SHEIN、拓竹科技）；杭州在机器人、脑机接口方向突出（宇树科技、强脑科技）。

Taxes on Social Security benefits have become a hot-button issue. Originally, Social Security benefits were not taxed. However, in the 1980s and 1990s, lawmakers imposed new taxes on up to 50% or up to 85% of benefits, depending on income. These taxes originally hit only high earners, but the thresholds when they kicked in were not indexed to inflation . The result is that a growing number of retirees owe taxes on their Social Security benefits. President Trump pledged to eliminate these taxes, and when the One Big Beautiful Bill Act passed with a new senior deduction included, he declared victory. The reality of the situation is different, though. Over 2.5 million Social Security retirement benefit recipients don't qualify for any tax relief from the president's plan -- and that's not including many retirees who aren't eligible because they have a high income. Continue reading