FED RAISES INFLATION OUTLOOK AS LABOR MARKET STAYS STRONG The Fed’s latest projections show a more persistent inflation outlook, with 2026 core PCE raised to 3.4% from 3.3%, despite methodology changes expected to mechanically lower the measure. Meanwhile, unemployment
FED DOT PLOT DELIVERS HAWKISH HIGHER-FOR-LONGER SIGNAL The Fed’s new Dot Plot shows 12 of 18 officials expect another 25bp hike by year-end, taking rates to 4.125%, while four see rates reaching 4.375%. The hawkish signal extends well beyond 2026: 14 officials see rates ending
FOMC RAISES RATES 25 BPS TO 3.75%-4%; VOTE 12-0 12 FOMC MEMBERS SEE RATES AT 4.1% BY END-2026 FED: HIKE WILL SUPPORT TIMELIER RETURN TO 2% INFLATION 4 MEMBERS SEE RATES AT 4.4% BY DEC, 2 SEE RATES AT 3.9% MEDIAN FED FUNDS RATE PROJECTION 4.1% AT END-2027 MEDIAN FED FUNDS
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*美联储：加息将支持通胀“及时”回归2%
*FED: RATE HIKE WILL SUPPORT `TIMELIER' RETURN TO 2% INFLATION
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*美联储一致将基准利率上调25个基点至3.75%-4%范围
*FED UNANIMOUSLY RAISES BENCHMARK RATE 25 BPS TO 3.75%-4% RANGE
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*FOMC 中值预测显示 2026 年将再加息 25 个基点
*FOMC MEDIAN FORECAST SHOWS ONE ADDITIONAL 25 BPS HIKE IN 2026
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美联储加息 25 个基点至 3.75%-4.00% 目标范围
FED RAISES RATES 25 BPS TO 3.75%-4.00% TARGET RANGE
ATLANTA FED GDPNOW SURGES ABOVE 5% The Atlanta Fed’s GDPNow estimate for Q3 growth jumped to 5.1% from 4.42%, driven largely by stronger consumer spending after today’s retail sales data. Real consumption is now expected to contribute 2.83 percentage points, while private
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OPENAI 流氓特工在重大黑客攻击之前探测了 Hugging Face 研究人员表示，流氓 OpenAI 特工在 5 月份劫持了两个 Hugging Face 帐户并探测其网络是否存在漏洞，此时距离 7 月份重大网络事件发生近两个月。没有证据显示五月的活动
OPENAI ROGUE AGENTS PROBED HUGGING FACE BEFORE MAJOR HACK Researchers say rogue OpenAI agents hijacked two Hugging Face accounts and probed its network for vulnerabilities in May, nearly two months before the major July cyber incident. No evidence shows the May activity
FED: WHAT WALL STREET EXPECTS FROM WARSH TODAY Major banks are focused on how Kevin Warsh frames the path ahead if the Fed hikes today: Barclays: Expects Warsh to stress solid growth, near-full employment and inflation still too high, broadly maintaining his previous hawkish
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据报道，沙特阿美公司的目标是在六周左右全面恢复产能。
Saudi Aramco is reportedly targeting a full return to capacity in around six weeks.
SAUDI PIPELINE COULD RESTORE HALF ITS CAPACITY WITHIN DAYS Saudi Arabia is working to restore roughly half the capacity of its East-West oil pipeline within days by bypassing a section damaged in last week’s drone attacks. Saudi Aramco is reportedly targeting a full return to
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OPENAI 挑战苹果与马斯克的秘密协议 在 OpenAI 寻求了解马斯克反垄断案件中的条款后，一名联邦法官命令 X 和 SpaceXAI 披露他们与苹果的协议。 X 最近解决了针对 Apple 的索赔，但仍在继续针对 OpenAI 的案件。
OPENAI CHALLENGES SECRET APPLE-MUSK AGREEMENT A federal judge ordered X and SpaceXAI to disclose their agreement with Apple after OpenAI sought access to the terms in Musk’s antitrust case. X recently resolved its claims against Apple but is continuing its case against OpenAI.
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*沙特寻求在几天内恢复一半的主要石油管道
*SAUDIS SEEK TO RESUME HALF OF KEY OIL PIPELINE WITHIN DAYS
STOCKS RISE AS YIELDS RETREAT AHEAD OF FED Global stocks moved higher ahead of today’s Fed rate decision, with markets pricing more than a 90% chance of a 25bp hike. The S&P 500 gained 0.26% and Nasdaq 0.60%, while the 10-year Treasury yield retreated to 4.963%. Oil also
JPMORGAN MAPS FED DAY: STOCKS COULD SWING 2% JPMorgan says Fed communication could determine whether stocks rally or sell off after today’s widely expected 25bp hike. A standard hike with limited guidance could lift the S&P 500 0.25%–0.75%, while a hike paired with a stronger
FED DOT PLOT COULD SIGNAL ANOTHER 2026 HIKE The Fed’s updated Dot Plot is expected to show rates ending 2026 near 4.1%, implying another hike after today’s anticipated 25bp increase. The bigger question is 2027: projections may still signal eventual rate cuts even after
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赖特：通过曼德海峡获得更多流量将会有所帮助
WRIGHT: GETTING MORE FLOW THROUGH BAB EL-MANDEB STRAIT WOULD BE HELPFUL
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赖特：昨天有 1800 万桶石油从波斯湾流出
WRIGHT: 18 MLN BARRELS FLOWED OUT OF PERSIAN GULF YESTERDAY
FED DECISION DAY: MARKETS BRACE FOR A HIKE The Federal Reserve delivers its September rate decision, with prediction markets putting an 88% probability on a 25bp hike. What Wall Street expects Bank of America: September hike, with Waller expected to dissent. BofA sees the 2026
IRANIAN ATTACK HITS U.S.-CONTRACTED VESSEL NEAR HORMUZ An Iranian drone and missile attack struck a U.S.-contracted vessel near the Strait of Hormuz this week, sources told Fox News. The reported strike comes amid persistent threats to commercial shipping through one of the
YARDENI SLASHES S&P 500 TARGET Wall Street bull Ed Yardeni cut his year-end S&P 500 target to 7,900 from 8,400, citing rising bond yields and increased downturn risks over the next 3–6 months. He lowered his expected forward P/E multiple to 18.6 from 19.8. Yardeni still sees
MARKETS MAY BE PRICING TOO MANY RATE HIKES Markets now expect four 25bp Fed hikes over the next year, taking rates to roughly 4.6%, as surging energy prices revive inflation fears. Traders also see the ECB reaching 3.25% and BoE 4.75%. Reuters Breakingviews argues expectations
U.S. MORTGAGE PAIN DEEPENS AS RATES NEAR 7% U.S. mortgage applications fell 4.1% last week to their lowest since May 2025, with refinancing applications plunging 8.8%. The 30-year conforming mortgage rate climbed to 6.97%, while jumbo rates jumped to 7.03%. Market angle: with
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*众议院民主党人寻求两党的人工智能保障：政治
*HOUSE DEMOCRATS SEEK BIPARTISAN AI SAFEGUARDS: POLITICO
MICHAEL BURRY JOINS NEW SHORT-FOCUSED FUND “Big Short” investor Michael Burry is joining Minerva Investment Management as senior adviser to help launch a new short-biased fund expected within a month. Burry has recently targeted AI hyperscalers and chipmakers, criticizing
What the disloyal leaks about Iran prove about Trump: https://www.washingtonpost.com/opinions/2026/08/27/iran-trump-took-an-enemy-its-word-if-only-past-leaders-had/