-- 周三,由于市场担忧伊朗战争看不到尽头,原油期货和政府债券收益率上涨,美国股市涨跌互现。 联邦公开市场委员会在政策会议上维持目标利率不变,但据报道,会议结果公布后,反对票数量创下1992年以来的最高水平。此外,美联储主席杰罗姆·鲍威尔表示,他将“至少”留任至美联储面临的法律挑战得到解决。 道琼斯工业平均指数收盘下跌0.6%,报48,861.81点。标准普尔500指数下跌不到0.1%,报7,135.95点,而纳斯达克综合指数上涨不到0.1%,报24,673.24点。公用事业和原材料板块领跌,而能源板块领涨。 据《华尔街日报》报道,美国官员透露,唐纳德·特朗普总统已指示助手为长期封锁伊朗做好准备。据《华尔街日报》报道,在最近的几次会议上,包括周一在战情室的讨论,特朗普选择继续通过封锁伊朗港口来打压其经济和石油出口。 “封锁比轰炸更有效,”特朗普周三告诉Axios新闻网。“他们现在就像被塞满的猪一样喘不过气来。而且他们的处境还会更糟。他们不能拥有核武器。” 由于担心特朗普的政策将延长霍尔木兹海峡的封锁,西德克萨斯中质原油期货价格飙升8.3%至每桶108.19美元,布伦特原油期货价格上涨7.8%至每桶119.95美元。霍尔木兹海峡是全球20%原油运输的咽喉要道。 贵金属方面,由于原油价格上涨引发通胀担忧,黄金期货价格下跌1.1%至每盎司4557.9美元,白银期货价格下跌2.7%至每盎司71.24美元。 多数美国国债收益率上升,其中10年期国债收益率上涨7个基点至4.42%,2年期国债收益率飙升10.1个基点至3.95%。 联邦公开市场委员会(FOMC)维持目标利率在3.50%至3.75%不变,符合预期,但周三晚间发布的声明显示,有四位官员投了反对票。根据Stifel的一份报告,美联储在声明中保留了关于“进一步调整的幅度和时间”的措辞,这意味着美联储仍然倾向于进一步降息。 Stifel首席经济学家林赛·皮格扎在报告中表示:“至少,这些投反对票的官员向市场和新领导层发出一个信号,即许多人认为,目前的数据不支持任何进一步的宽松政策,任何试图实施此类政策的努力都可能面临强烈反对。” 美联储理事斯蒂芬·米兰再次寻求降息25个基点。据美联储称,克利夫兰联储主席贝丝·哈马克、明尼阿波利斯联储主席尼尔·卡什卡利和达拉斯联储主席洛里·洛根支持维持利率不变,但“目前不支持在声明中加入宽松倾向”。 美联储主席鲍威尔表示,他将在下个月主席任期结束后继续担任美联储理事。鲍威尔的理事任期将于2028年1月结束,但他可能会提前离任。“我会一直留任,直到我觉得合适的时候再离开。”
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