美国股票期货在周四的6月1日假期进一步下跌，因为中东地缘政治冲突加剧，削减了风险较高的头寸，同时市场继续评估美联储SEP的滞胀风险。周三收盘后，三个主要平均指数下跌近1%。美联储保持利率稳定，主席杰罗姆·鲍威尔在地缘政治和经济不确定性上升的情况下采取了谨慎的语气。鲍威尔重申了一种依赖数据的方法，指出特朗普总统的关税对通胀的影响尚不清楚，还有滞胀的风险。美联储目前的预测包括2025年的两次降息，以及下调的增长预期和更高的通胀预测。中东紧张局势升级进一步抑制了投资者情绪，持续的以色列-以色列冲突引发了对美国进一步介入的担忧。标准普尔500指数11个板块中有7个周三收盘下跌，能源板块领跌，科技板块表现优于大盘。

US stock futures fell further during Thursday’s Juneteenth holiday as heightening geopolitical conflict in the Middle East trimmed riskier positions, while markets continued to assess stagflationary risks from the Fed's SEP. The three main averages were nearly 1% lower following Wednesday's flat close. The Federal Reserve held interest rates steady, with Chair Jerome Powell striking a cautious tone amid rising geopolitical and economic uncertainty. Powell reaffirmed a data-dependent approach, pointing to unclear inflation impacts from President Trump’s tariffs and the risk of stagflation. Fed projections now include two rate cuts in 2025, alongside downgraded growth expectations and higher inflation forecasts. Investor sentiment was further dampened by escalating tensions in the Middle East, as the ongoing Israel-Iran conflict stoked fears of deeper US involvement. Seven of the 11 S&P 500 sectors ended Wednesday day in the red, led by declines in energy, while technology outperformed.

美元预测：美联储持有美元和中东紧张局势提振DXY，美元小幅走高。美联储保持利率稳定后，美元小幅走高。交易员关注50天移动平均线，因为地缘政治紧张局势导致避险需求上升。

US Dollar Forecast: Edges Higher as Fed Hold and Middle East Tensions Boost DXY.US Dollar edges higher after Fed holds rates steady. Traders eye 50-day moving average as safe-haven demand rises on geopolitical tension.

据报道，欧盟官员在与美国的任何协议中越来越多地接受10%的基准关税。消息人士称，欧盟官员越来越接受必须接受10%的关税作为与美国任何贸易协议的基线。据说欧盟官员正试图推动关税低于10%，但这可能不会实现。

EU officials reportedly increasingly resigned to 10% baseline tariffs in any deal with US.The sources say that EU officials are increasingly resigned to having to swallow 10% tariffs as being the baseline in any trade deal with the US. EU officials are said to be trying to press for tariffs to be lower than 10% but it might not materialise.

联邦公开市场委员会按预期维持利率不变，鲍威尔施压后美元走高。联邦公开市场委员会连续第四次会议将基准利率维持在4.25-4.50%，同时下调了经济增长预测，上调了通胀预测。

FOMC Kept Rates On Hold As Expected, USD Higher After Powell's Presser.The FOMC maintained its benchmark interest rate at 4.25-4.50% for the fourth consecutive meeting while revising economic projections lower for growth and higher for inflation.