BMO raises PT on Visa (V.N) to $405 from $387.

據伊朗媒體Fars News：一位軍事知情人士表示，霍爾木茲海峽仍然完全封閉，任何船隻都沒有權利通過這一戰略水道。任何試圖通過的船隻，特別是那些不理會警告的船隻，將會面臨果斷和迅速的反應。

Mitsubishi UFJ: If the Fed holds rates with a hawkish tilt, US Treasury yields and the dollar should be supported. COMMERZBANK: Cut year-end gold and silver forecasts to $4,500/oz and $67/oz, citing persistent inflation that keeps the Fed biased to tightening. TD Securities: A unanimous decision would be surprising and would imply Waller has consolidated internal consensus, risking a sharp dollar sell-off. SIA Wealth Management: No major Fed adjustment expected before September; expect gold to trade rangebound into autumn and, in an extreme scenario, into early 2027. Saxo Bank: A Fed rate hike would likely lift the forward rates curve further unless markets interpret it as a defensive move. Goldman Sachs: Even if the Fed holds rates all year, downside pressure on the dollar is limited; EUR/USD remains structurally pressured. ING: If US yields remain subdued, gold should find support around current levels, though any hawkish Fed surprise could limit near-term upside. DBS Group: Even minor tweaks to the statement or press conference wording could materially drive short-end rate volatility. HSBC: Unless the Fed delivers an unexpected hike, this week's decision is unlikely to provide a fresh catalyst for dollar gains. Sumitomo Mitsui: The Fed decision and Waller's press conference could push USD/JPY toward the 164 level.