美国参议员科宁：特朗普可能撤回对布兰奇的提名，这或许是谈判策略，但相关磋商至少在本周末前已基本破裂。

据华尔街日报：多家银行正洽谈为一家与Anthropic合作的数据中心开发商提供150亿美元贷款，谷歌将提供财务担保和芯片支持。

Seema Shah, chief global strategist at Xinan Fund Management, said the Fed’s hold, coupled with three dissenting votes, looked like an internal debate rather than a consensus decision, confirming the market’s pre-meeting view of a delicate balance. The statement added little new information, but the dissents signal the Fed is not yet convinced the fight against inflation is won. While rate cuts remain unlikely in the near term, another hike before year-end cannot be ruled out. Xinan’s baseline remains no cuts through end-2026 as underlying inflation eases, though the firm says its confidence in that outlook is low.