1. 三年來首次加息25個基點，符合市場預期 2. 投票比例爲一致通過（7月爲9-3） 3. 點陣圖：2026年加息兩次，2027年不加息，較6月偏鷹，較市場預期偏鴿 （6月點陣圖預期2026年加息一次，2027年降息一次；決議前市場預期到2027年6月將累計加息4次） 4. 經濟預期：上調今明兩年經濟預期 5. 通脹預期：上調今年的通脹和核心通脹預期 6. 失業率預期：下調2026-2028年失業率預期 7. 聲明措辭：加息將支持通脹“更及時”迴歸2%的目標。

Market analyst Krishna Kumar says markets have largely priced in a 25 bps Fed hike and dollar upside is limited unless the Fed signals a more hawkish stance. The probability of a September hike has risen to 92%; markets even price three hikes before next March, but much of the recent rise in tightening odds stems from the oil-price spike. The Fed is likely to deliver the scheduled hike to defend anti-inflation credibility, but may avoid explicit forward guidance and is unlikely to validate markets' aggressive pricing of further hikes. Recent remarks from Waller and Williams likewise suggest that, amid high oil-price uncertainty, the Fed may be reluctant to commit to additional tightening. Meanwhile, hawkish shifts at other major central banks could cap dollar gains.

UK prime minister Burnham said on Wednesday he is prepared to take tough decisions after inflation rose to a five-month high of 3.1% in August, which he attributed to the Iran war. He said the increase was worrying but the broader economy remained resilient.