白宫新闻秘书莱维特：所谓特朗普总统做出打击伊朗决定是受到他人甚至外国影响的荒谬指控，既是对他的侮辱，也是可笑的。特朗普总统的立场始终如一，几十年来他一直表示伊朗永远不可能拥有核武器。

1. Goldman Sachs - FOMC expected to leave funds rate unchanged at 3.50–3.75%. - Three dissents expected in favor of a 25bp cut: Governors Bowman, Miran, and Waller. - Two additional rate cuts now forecast for September and December. - Terminal rate forecast at 3–3.25%, with probability-weighted Fed outlook more dovish than baseline. 2. Standard Chartered - FOMC likely to defer action until output vs. price effects are clearer. - Hawkish risks: core PCE, fed funds projections, and potential dissents. 3. J.P. Morgan - Unchanged funds rate of 3.50–3.75% widely expected. - Median dot from December forecast one 25bp cut this year. - Close call between no cuts or one cut for 2026; lean slightly toward one cut. - Subsequent years projected to gradually drift down toward neutral. - J.P. Morgan’s own forecast: no cuts this year. 4. Deutsche Bank - Average probability of no change: 89%. Confidence varies: fixed income 96%, research 94%, traders 93%, portfolio managers 85%. - Dot plot expected to show unchanged median projection: 3.4% for 2026, 3.0% long-run. - Notable hawkish skew: 36% expect 2026 median >3.4%, 25% expect long-run dot higher. 5. BofA - Powell likely to adopt "wait & see" approach in response to oil shock. - US rates & USD likely little impacted by March FOMC. - Rates view: receive M8, steeper 5s30s, long 5Y real. 6. ANZ - FOMC expected to leave funds rate unchanged at 3.50–3.75%. - Decision likely non-unanimous, with some members dissenting in favor of a cut due to monetary policy pressures on the labor market.

BRUSSELS’ PLAN IS TO INTRODUCE A TEMPORARY MULTIPLIER THAT NEGATES THE INCREASE FOR BANKS’ TRADING ACTIVITIES FOR UP TO THREE YEARS- FT