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地缘政治紧张局势导致美联储利率波动

活动下降——叙事失去相关性。

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五月 09, 2026
Another Fed official signals strong warning on rate path Bearish
五月 07, 2026
Fed's Hammack looks to hold rates for 'quite some time' amid Iran … Neutral
五月 04, 2026
Williams says Fed policy well positioned for economic risks, uncertainty Neutral
五月 03, 2026
Kashkari says Iran war limits Fed's ability to provide rate guidance Neutral
五月 01, 2026
Fed Holds Interest Rates Steady As Iran War Stokes Inflation And Clouds … Neutral
四月 30, 2026
Fed's favored inflation gauge shows rising prices as war heated up Neutral
四月 29, 2026
Fed meeting today: Central bank 'firmly parked' on interest rate pause Neutral
四月 28, 2026
Here's everything to expect when the Fed issues its latest interest rate … Neutral
四月 24, 2026
President Donald Trump's Right-Hand Man at the Federal Reserve Is Reconsidering His … Neutral
四月 18, 2026
Top Fed officials rethink rate cuts as peace talks begin Neutral
四月 17, 2026
Fed Governor Waller says Iran war and labor market risks are keeping … Neutral
四月 16, 2026
A Voting Member of the FOMC Just Said the Quiet Part Out … Bearish
四月 15, 2026
Cleveland Fed President Hammack expects interest rates to stay on hold 'for … Neutral
四月 14, 2026
Treasury Secretary Bessent now says it's OK for the Fed to wait … Neutral
四月 13, 2026
Fed Shifting Focus? Job Market Risks May Be Outweighing Inflation Fears, Highlights … Neutral
四月 10, 2026
'We might need to raise rates': Fed official put a rate hike … Neutral
四月 08, 2026
FOMC Minutes Signal Fed Saw "Dual Sided" Risks From Iran War Neutral
四月 04, 2026
Buy SGOV if You Think the Federal Reserve Is Set to Hike … Neutral
四月 03, 2026
Federal Reserve Chairman Jerome Powell Just Delivered Fantastic News for Stock Market … Neutral
四月 02, 2026
Exclusive: Treasury Sell-Off Mounts—Expert Says Scott Bessent Can Hold Off 'Bond Vigilantes' Neutral
四月 01, 2026
The Kohn Solution For An Uncertain Fed Neutral
三月 30, 2026
Fed Governor Miran still backs cuts, says interest rates could be 'about … Neutral
三月 29, 2026
Only 1 of These Top 2 REITs Is Built to Pay You … Neutral
三月 28, 2026
Fed's Miran lays out path to shrink central bank balance sheet further Neutral
三月 27, 2026
Schiff: "Real Rates Are Going To Collapse"; Dollar Confidence Crisis Neutral
三月 26, 2026
Global forecasting group sees U.S. inflation at 4.2% this year, much higher … Neutral
三月 25, 2026
High Oil Prices Could Force Fed To Raise Rates Neutral
三月 24, 2026
UK mortgage interest rates expected to rise despite Trump’s Iran pause Neutral
三月 23, 2026
Global central banks signal shocking shift on interest-rate bets Neutral
三月 22, 2026
How Many Fed Rate Cuts Can We Now Expect in 2026? Neutral

相关文章

Fed's Hammack looks to hold rates for 'quite some time' amid Iran conflict and uncertainty

Yahoo Finance · 五月 07, 2026
Bearish

Fed Holds Interest Rates Steady As Iran War Stokes Inflation And Clouds Outlook

Yahoo Finance · 五月 01, 2026
Mixed

Here's everything to expect when the Fed issues its latest interest rate decision Wednesday

CNBC · 四月 28, 2026
Bearish

President Donald Trump's Right-Hand Man at the Federal Reserve Is Reconsidering His Interest-Rate Outlook. Are …

Yahoo Finance · 四月 25, 2026
Bearish

Fed Governor Waller says Iran war and labor market risks are keeping central bank on …

CNBC · 四月 17, 2026
Bearish

New York Fed President Williams worries war will slow growth, aggravate inflation

CNBC · 四月 16, 2026
Mixed

A Voting Member of the FOMC Just Said the Quiet Part Out Loud -- and …

Nasdaq · 四月 16, 2026
Mixed

'We might need to raise rates': Fed official put a rate hike back on the …

Yahoo Finance · 四月 10, 2026
Bearish

Fed's Miran lays out path to shrink central bank balance sheet further

Yahoo Finance · 三月 28, 2026
Mixed

NY Fed official said central bank bill buying should moderate soon

Yahoo Finance · 三月 28, 2026
Mixed

Bank of Canada Speech Takes on Heightened Importance Amid Rapid Turn in Rate Expectations

Yahoo Finance · 三月 25, 2026
Mixed

High Oil Prices Could Force Fed To Raise Rates

Yahoo Finance · 三月 25, 2026
Mixed

UK mortgage interest rates expected to rise despite Trump’s Iran pause

The Guardian · 三月 24, 2026
Bearish

Here's When the Fed Might Cut Interest Rates Again, and What It Means for the …

Nasdaq · 三月 23, 2026
Mixed

Interest Rate Cut Hopes Are Over: Buy These Safe 5% High Yield Kings Now

Yahoo Finance · 三月 23, 2026
Mixed

Global central banks signal shocking shift on interest-rate bets

Yahoo Finance · 三月 23, 2026
Mixed
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AI概览

事件：地缘政治紧张局势，特别是 2026 年 2 月下旬的伊朗冲突，将原油价格推高至每桶 100 美元以上，从而推高了进口价格和通胀预期。能源价格的飙升引发了美联储 (Fed) 内部关于可能加息的辩论。美联储理事 Stephen Miran 仍支持降息，但其他人则因通胀影响而考虑加息。美联储购买国库券的步伐将放缓，央行正在探索进一步缩减资产负债表的方法。全球预测机构目前预测美国今年的通胀率为 4.2%，远高于美联储的估计，这可能需要采取政策行动。

市场影响：石油驱动的通胀冲击正迫使人们重新思考美国货币政策，交易员正从降息预期转向消化潜在加息的可能性。这种波动性影响着抵押贷款支持证券和债券等利率敏感型行业。iShares 0-3 Month Treasury Bond ETF (SGOV) 可能会因其提供稳健收益且无风险而需求增加。相反，如上一篇文章中提到的 REITs 可能会面临逆风，因为降息的可能性可能降低。

下一步关注：2026 年 4 月 27 日的美联储下次会议对于了解央行对利率的立场至关重要。2026 年 4 月 14 日发布的美国消费者价格指数 (CPI) 将为通胀趋势提供见解。此外，地缘政治紧张局势的任何更新或变化，特别是围绕伊朗的紧张局势，都可能对石油价格产生重大影响，进而影响美联储的货币政策。
AI概览（截至） 五月 07, 2026

时间线

首次发现三月 22, 2026
最后更新三月 22, 2026