美联储决定维持基准利率在3.6%不变，这是连续第五次保持不变[1]。然而决议引发内部分歧，三名委员反对按兵不动，赞成加息0.25个百分点，投票结果为9:3[1]。美联储主席凯文·沃什表示："我要求进行一场良好的家庭争论，我得到了"[1]。
中东局势升级成为推动市场的另一重要因素。伊朗向美国军队发射导弹，美军与沙特合作对伊朗支持的伊拉克民兵发动打击[1]。这一事态导致全球油价大幅上涨，布伦特原油上升至每桶90美元上方，其中一份报道称上涨7.5%至90.38美元[1]，另一份报道称上涨8.0%至90.77美元[2]；WTI原油期货上涨7.0%至84.78美元/桶[2]。同时，10年期美国国债收益率从4.61%上升到4.64%[1]。
全球股市对这些因素的反应不一。美国股市出现波动，标普500指数在不同报道中分别下跌1.5%[2]和上升0.2%[1]，道琼斯指数下跌1.3%至2.2%[1][2]，纳斯达克综合指数在上升0.2%[1]和下跌2.1%[2]之间存在差异。科技股普遍承压，NVIDIA下跌2.1%，AMD下跌3.3%，美光科技下跌6.8%[1]；SK Hynix股票下跌9.6%，尽管其报告创纪录的收入和利润[1]。苹果股价上升0.9%，总市值超过5万亿美元[1]。亚太地区方面，首尔KOSPI指数周三下跌6%，此前一天下跌10.8%[1]。澳洲股市期货预期下跌，ASX 200期货下跌0.7%至8933点[2]，澳元下跌0.4%至69.44美分[2]。
The Federal Reserve maintained its benchmark interest rate at 3.6% following a contentious policy meeting, marking the fifth consecutive pause in rate adjustments [1]. However, the decision revealed significant internal disagreement, with three committee members voting in favor of a 0.25 percentage point rate increase [1]. Fed Chair Kevin Walsh characterized the deliberations as "a good family fight," having explicitly requested robust debate among policymakers [1].
Global financial markets responded sharply to the mixed monetary policy signals and escalating geopolitical tensions. Brent crude oil surged 7.5% to $90.38 per barrel [1], while WTI crude advanced 7.0% to $84.78 per barrel [2], driven by Iran's missile strikes against U.S. military forces and subsequent American military operations in partnership with Saudi Arabia targeting Iranian-backed Iraqi militias [1]. Wall Street equities declined significantly, with the S&P 500 falling 1.5%, the Dow Jones dropping 2.2%, and the Nasdaq declining 2.1% [2]. The 10-year U.S. Treasury yield climbed from 4.61% to 4.64% [1].
The selloff extended to Asia-Pacific markets, where semiconductor stocks bore the brunt of losses despite strong underlying business results. South Korea's KOSPI index fell 6% following a 10.8% decline the previous day [1]. In the technology sector, SK Hynix shares dropped 9.6% despite reporting record revenue and profits, while NVIDIA slid 2.1% and AMD fell 3.3% [1]. Looking ahead, Australian markets faced headwinds as the ASX 200 futures contract declined 0.7% to 8,933 points [2], with the Australian dollar depreciating 0.4% to 69.44 cents [2].