美国众议院议长约翰逊：昨晚与美国总统特朗普讨论了人工智能风险。

European stocks opened broadly lower, led by heavy selling in Italy as risk-off sentiment intensified. Brent crude traded above $107/bl after this week’s attacks on Saudi energy infrastructure revived supply worries, while the 10-year US Treasury yield climbed above 5.02%, its highest since 2007. One day ahead of the Fed decision, those moves heightened inf concerns and pushed Italy’s benchmark lower, with banks under renewed pressure after yesterday’s heavy sell-off. Yesterday’s selling also hit tech names including Prysmian and STMicroelectronics. US futures pointed down: S&P 500 futures about -0.4%, Nasdaq futures -0.3%, reflecting yesterday’s tech-led losses. Markets are contending with oil >$100, 10-year UST >5%, a potentially hawkish Fed outlook and lingering AI uncertainty.

凯雷集团CEO：感觉我们并未接近加息。