FINWIRES · TerminalLIVE
FINWIRES

鲍威尔称,美联储维持利率不变,油价飙升推动通胀升至3.5%。

By

-- 美联储主席杰罗姆·鲍威尔周三表示,中东紧张局势导致油价上涨,推动通胀率升至3.5%,并加剧了美国经济前景的不确定性。 鲍威尔在新闻发布会上表示:“通胀已经上升并处于高位,部分原因是近期全球能源价格上涨。” 鲍威尔表示,地缘政治紧张局势,包括涉及伊朗和关键石油运输路线的风险,导致全球能源市场趋紧,并推高了整体价格。 鲍威尔说:“中东局势的发展加剧了经济前景的高度不确定性。”他补充说,美联储将继续密切关注通胀和增长方面的风险。 鲍威尔表示,联邦公开市场委员会将基准利率维持在3.5%至3.75%不变,政策制定者正在评估能源成本上涨对通胀和需求的影响。 鲍威尔说:“短期内,能源价格上涨将推高整体通胀。”他补充说,随着冲突的演变,其经济影响的范围和持续时间仍不明朗。 鲍威尔表示,与地缘政治风险相关的石油市场波动可能扰乱供应,包括通过霍尔木兹海峡等关键咽喉要道的供应,从而加剧全球油价压力。 鲍威尔说:“我们将继续密切关注我们双重使命所面临的风险。”他指出,随着能源驱动的通胀和不确定性改变经济前景,美联储将做出相应调整。 鲍威尔表示,数据显示,个人消费支出总额同比上涨3.5%,剔除食品和能源价格的核心通胀率上涨3.2%,反映出价格压力持续存在。 鲍威尔说:“货币政策并非一成不变。”他补充说,美联储将根据最新数据以及与能源市场和地缘政治紧张局势相关的不断变化的风险来调整利率。

Related Articles

Research

Research Alert: Canadian Pacific Prints Q1 Beat, 2026 Guidance Reiterated

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CP reported Q1 adjusted EPS of $1.04, beating consensus by $0.26. Total revenues declined 2% to $3.7B despite 2% RTM growth, as pricing pressure drove freight revenue per RTM down 4%. Operating income decreased 4% to $1.3B, and the operating ratio expanded 70 bps to 66.0%, reflecting continued KCS integration costs, including $91M in purchase accounting amortization. The company's 20,000-mile transcontinental network provides competitive advantages despite near-term volume constraints from broader economic conditions.Operationally, CP demonstrated improved network fluidity: average train speed increased 4% to 19.9 mph, terminal dwell improved 8% to 9.5 hours, and locomotive productivity advanced 5%. Business line performance was mixed. Grain revenues advanced 11% to $871M on robust Canadian production, while industrial segments faced headwinds reflecting market softness: energy, chemicals, and plastics declined 8% to $700M, and coal fell 12% to $226M.

$CP
Research

Research Alert: Mgm Q1 2026: Company Posts Strong Top-line Growth But Profitability Falls

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:MGM posted mixed Q1 results. Revenues were $4.5B (+4% Y/Y), but adjusted EPS declined 29% to $0.49, $0.04 below consensus, and consolidated adjusted EBITDA fell 9% to $580M. The Las Vegas Strip posted its first Y/Y growth in over a year at 0.2% to $2.2B, though adjusted EBITDAR declined 8% to $749M. Meanwhile, MGM China revenues increased 9% to $1.1B, but its EBITDAR fell 4% to $273M due to higher intercompany fees. BetMGM achieved a milestone, reporting $7.4M in operating income versus a $15.2M loss in the prior year. Management noted that monthly revenues strengthened into March and highlighted solid convention bookings and the new all-inclusive promotion as positive drivers for Q2. MGM completed the Northfield Park sale for $546M in April. The company also repurchased $90M of shares in Q1, with $1.5B remaining under authorization. We are not surprised by the muted market reaction as the profitability miss was offset by the company's low valuation at 8.5x NTM consensus EBITDA estimates.

$MGM
Research

Research Alert: Tyl Posts Q1 Beats As Saas Revenues Accelerate

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TYL reported Q1 non-GAAP EPS of $3.09 (+11.2% Y/Y), beating consensus by $0.08, while total revenue of $613.5M grew 8.6% Y/Y, exceeding expectations by $4.4M. Subscription revenue of $429.8M rose 14.6% Y/Y, with exceptional SaaS growth of 23.5% reaching $222.4M, reflecting accelerating public sector demand momentum. We view the strong SaaS performance and expanding recurring revenue mix (87.8% of total) as supportive of the investment thesis. Operating margins expanded to 27.2% from 26.8% prior year, due to favorable revenue mix and cloud efficiencies. FCF more than doubled to $102.8M (16.8% margin vs. 8.5% prior year), demonstrating strong operational leverage. We believe the significant capital deployment, including $250M Q1 share buybacks and $600M debt repayment, underscores management's confidence in the business trajectory. Management raised 2026 guidance to $2.535B-2.575B revenue (from $2.50B-2.55B) and EPS of $12.50-12.75 (from $12.40-12.65), both above Street estimates.

$TYL