美联储将于十分钟后公布货币政策会议纪要。

Temasek International CIO Rohit Sipahimalani says two principal market risks for 2027 are a reversal of the AI investment boom and inflation pushing bond yields higher, which could end the equity rally. He called an unwinding of AI investment the single biggest risk — not imminent but likely to cause disruptions in 2027 — and warned that inflation, combined with a changing interest-rate backdrop, raises the risk that equities could reach a critical tipping point.

Two people familiar with the transfer said Iran sent $200 mln in cash to Hezbollah last month to assist Lebanese displaced by this year’s war with Israel, the first large-scale aid to the group’s most-affected supporters since the conflict began. They said intermediaries charged a 20% fee—about four times normal—reflecting heightened US economic pressure and increasing difficulty for Tehran in moving funds.