美国和以色列对伊朗的打击使油价升, 推动市场预计由于通胀风险, 美联储在2026年将减少降息. U.S.-Israel strikes on Iran spiked oil prices, pushing markets to expect fewer Fed rate cuts in 2026 due to inflation risks.

美国-以色列袭击伊朗后,地缘政治紧张导致全球油价和汽油价格急剧上涨,促使金融市场大幅降低2026年美联储削减利率的预期。 Geopolitical tensions following U.S.-Israeli strikes on Iran triggered a sharp rise in global oil prices and gasoline costs, prompting financial markets to sharply reduce expectations for Federal Reserve rate cuts in 2026. 美联储官员,包括明尼阿波利斯的内尔·卡什卡里和纽约的约翰·威廉姆斯(John Williams)都承认不确定性日益增加,他们列举了能源冲击和关税带来的通胀风险,同时保持了依赖数据的立场。 Fed officials, including Minneapolis’ Neel Kashkari and New York’s John Williams, acknowledged growing uncertainty, citing inflation risks from energy shocks and tariffs, while maintaining a data-dependent stance. 虽然经济仍然具有复原力,但官员们强调,通货膨胀仍然高于目标,能源成本的上升可能推迟放松措施。 Though the economy remains resilient, officials stressed that inflation is still above target and that rising energy costs could delay easing. 美联储的三月会议预计将包括最新的预测,现在市场定价的削减可能性较低,反映了外部风险中向更强硬的姿态的转变。 The Fed’s March meeting is expected to include updated projections, with markets now pricing in a lower likelihood of cuts, reflecting a shift toward a more hawkish posture amid external risks.