下周外盘看点丨 美联储领衔央行超级周,英伟达GTC会带来什么惊喜
NvidiaNvidia(US:NVDA) 第一财经·2026-03-15 06:50

Market Overview - The international market is experiencing volatility due to the blockage of the Strait of Hormuz, leading to a surge in oil prices and concerns over inflation and economic outlook [2] - Major US stock indices fell, with the Dow Jones down 1.99%, Nasdaq down 1.26%, and S&P 500 down 1.60% for the week [2] - European indices also declined, with the FTSE 100 down 0.23%, DAX 30 down 0.61%, and CAC 40 down 1.03% [2] Federal Reserve Outlook - The Federal Reserve is expected to maintain the federal funds target rate at 3.50%–3.75% during the upcoming policy decision, marking the second consecutive meeting without a change [3] - Investors are particularly focused on how the Fed will signal its approach to potential interest rate cuts in light of rising energy prices due to Middle East conflicts [4] - HSBC economists predict a cautious assessment from Fed Chair Powell, highlighting the dual risks of inflation and economic slowdown from the conflict [4] Oil and Gold Market - Oil prices have risen for the fourth consecutive week, with WTI crude up 8.59% to $98.57 per barrel and Brent crude up 11.27% to $103.14 per barrel [6] - The International Energy Agency (IEA) agreed to release 400 million barrels from emergency reserves, but market concerns remain high due to ongoing threats in the Strait of Hormuz [6] - Precious metals are under pressure, with COMEX gold futures down 2.65% to $5022.11 per ounce and silver futures down 3.46% to $80.914 per ounce [6] European Central Bank (ECB) and Other Central Banks - The ECB meeting is a key event next week, with expectations of a shift from a neutral stance due to rising energy prices from the Middle East conflict [8] - The market anticipates that the ECB will raise rates before July, with a focus on the conditions that would trigger such adjustments [8] - The Bank of England is also expected to maintain its rate at 3.75% amid inflation concerns, with a 70% probability of a rate hike by the end of the year [8] Upcoming Economic Data - Key US economic data to watch includes February industrial output, producer price index (PPI), and initial jobless claims [4] - In Europe, important data includes the ZEW economic sentiment index and harmonized CPI for February [8]

下周外盘看点丨 美联储领衔央行超级周,英伟达GTC会带来什么惊喜 - Reportify