巴西雷亚尔在美方发布关税简报后短暂下跌。 ...

美国总统特朗普：今天与许多领导人就关税问题进行谈判。 ...

FOMC Statement - The Federal Open Market Committee (FOMC) is expected to pass the interest rate decision with a voting ratio of 9-2, with Governors Bowman and Waller likely voting against it [1] - There is an anticipation of minimal substantive changes in the wording, possibly simplifying the expression of economic uncertainty and acknowledging the slowdown in economic growth during the first half of the year [1] - The balance sheet reduction is likely to remain unchanged, with monthly reductions of $50 billion in U.S. Treasuries and $35 billion in MBS [1] Interest Rate Outlook - There is a focus on how to interpret the "two rate cuts" implied by the June dot plot and whether there will be any clues regarding a potential rate cut in September [1] - The emphasis on economic data is expected to continue, maintaining a data-dependent and meeting-by-meeting decision-making communication style [1] - The stance on inflation and tariffs may remain cautious, reiterating the commitment to price stability; if tariffs are highlighted as an upward risk to inflation, it could indicate a more hawkish tone than anticipated [1] Term and Independence - In response to frequent pressures from Trump, it is likely that there will be no substantial response, with a reaffirmation of maintaining independence and professionalism during the term [1]

空客首席执行官：我们对关税仍持谨慎态度。 ...

加拿大央行行长麦克勒姆：由于关税，经济将永久性地处于较低水平。 ...

加拿大央行行长麦克勒姆：关税的现实是经济效率会降低，收入会减少。 ...

市场消息：随着关税期限临近，美国铜库存达到21年高位。 ...

美国白宫国家经济委员会主任哈塞特：（谈印度贸易）特朗普认为关税将有助于局势。 ...

道指期货跌0.02%，标普500指数期货涨0.04%，纳指期货涨0.11%。 | 标普500期货小型 | 6408.75 d | 2.75 0.04% | | --- | --- | --- | | 纳斯达克100期货小型 23477.00d 25.00 0.11% | | | | 纳斯达克100期货微型 23477.25 d 25.25 | | | | 道琼斯期货小型 | 44808d | -8 -0.02% | 21:16 欧洲主要股指涨跌不一 21:20 美股三大期指涨跌不一 21:30 美股盘前丨三大指数小幅高开新东方跌逾10% 德国DAX指数涨0.09%，法国CAC40指数涨0.46%，英国富时100指数跌0.17%。 美股三大指数小幅高开，道指涨0.05%，纳指涨0.19%，标普500指数涨0.11%。美国FDA出现重大人事 变动，生物制药公司REPLIMUNE涨逾70%，CAPRICOR THERAPEUTICS涨逾15%，萨雷普塔涨逾 10%。星巴克涨逾5%，2025财年第三季度营收超预期。新东方跌逾10%，2025财年第四季度净利润同比 大幅减少。 | 名称 | 现价 | 涨跌 | 涨跌幅 ...

加拿大央行预计，如果当前关税水平持续，第二季度GDP将下降1.5%，第三季度将增长1%。 ...