美联储的Musalem：持续的关税通胀可能会推迟削减或迫使加息。圣路易斯联邦储备银行行长阿尔贝托·穆萨勒姆警告称，虽然进口关税的最初影响可能是短暂的，但其更广泛的通胀影响可能会持续存在。他强调，人们担心潜在通胀可能比预期更持久地受到影响，如果是这样，美联储可能不得不考虑采取更紧缩的政策立场。

Fed's Musalem: Persistent tariff inflation could delay cuts or force hikes.St. Louis Fed President Alberto Musalem warned that while the initial effects of import tariffs may be short-lived, their broader inflationary impact could linger. He stressed concern that underlying inflation may be influenced more persistently than expected, and if so, Fed might have to consider a tighter policy stance.

ICYMI-达拉斯联邦能源调查不确定性指数五年来最高。达拉斯联邦能源调查是由达拉斯联邦储备银行进行的季度调查，提供了对石油和天然气行业的见解，特别是在第十一联邦储备区，其中包括德克萨斯州、路易斯安那州北部和新墨西哥州南部，这是美国能源生产的关键地区。

ICYMI - Dallas Fed Energy Survey uncertainty index highest in five years.The Dallas Fed Energy Survey is a quarterly survey conducted by the Federal Reserve Bank of Dallas that provides insights into the oil and gas sector, particularly in the Eleventh Federal Reserve District, which includes Texas, northern Louisiana, and southern New Mexico — a key region for U.S. energy production.

Forexlive美洲外汇新闻摘要3月26日：关税、通胀担忧扰乱市场。美元上涨。。关税和通胀担忧导致美国整体股指下跌，收益率上升。标普和纳斯达克综合指数结束了3天的积极收盘。

Forexlive Americas FX news wrap 26 Mar: Tariffs, inflation concerns rattle markets.USD up..Tariff and inflation fears sent the broader US stock indices lower and yields higher. The broader S&P and Nasdaq indices snapped 3 day's of positive closes.

美国股市周三大幅下跌，科技股领跌，因对美国即将征收关税的担忧日益加剧。标准普尔500指数下跌1.1%，纳斯达克100指数下跌2%，结束了为期三天的反弹，而道琼斯指数下跌134点。英伟达和特斯拉股价暴跌5.5%以上，而Meta、亚马逊和Alphabet等主要科技公司股价下跌2%以上。在有报道称特朗普总统将于美国东部时间下午4点对汽车进口征收新关税后，汽车股也走弱，通用汽车股价下跌3%。围绕这些关税的范围和影响的不确定性加剧了市场波动，引发了人们对报复和更广泛经济影响的担忧。与此同时，随着美国威胁对购买委内瑞拉原油的国家征收关税，油价攀升，能源股上涨。投资者现在等待周五的个人消费支出通胀报告，这是美联储下一个政策决定的关键因素。

US stocks fell sharply on Wednesday, as tech stocks led a broad selloff amid mounting concerns over impending US tariffs. The S&P 500 declined 1.1% and the Nasdaq 100 dropped 2%, ending a three-day rally, while the Dow Jones lost 134 points. Nvidia and Tesla plunged more than 5.5%, while major tech firms like Meta, Amazon, and Alphabet slid over 2%. Auto stocks also weakened after reports that President Trump would introduce new tariffs on vehicle imports at 4 p.m. ET, with General Motors slipping 3%. Uncertainty surrounding the scope and impact of these tariffs has fueled market volatility, raising fears of retaliation and broader economic fallout. Meanwhile, energy stocks gained as oil prices climbed following US threats of tariffs on nations buying Venezuelan crude. Investors now await Friday’s PCE inflation report, a key factor in the Federal Reserve’s next policy decision.