WTI原油周二平稳开盘，现报77.75美元/桶。

Goldman analysts say earnings growth is likely to remain the main driver of US equities even as a more hawkish Fed raises downside risk. Goldman expects the Fed to keep rates on hold this year but assigns a 25% probability of a rate hike. A Fed resumption of hikes would affect equities via three channels: higher rates weakening the growth outlook — and historically growth has mattered more for equity performance than rates themselves; the current AI-led investment cycle is unusually capital‑intensive, making firms more sensitive to higher financing costs; and past tightening cycles have coincided with weak equity returns. Goldman adds: "Whether or not the Fed hikes, uncertainty about the Fed's policy path will raise rate volatility risk and constitute a headwind for equities."

Italy's defense minister said Europe should build a broader continental security framework that includes partners such as Turkey, the UK, Ukraine, Norway, Switzerland, Moldova and the Western Balkans, arguing defense matters "should not be confined within EU borders".