英镑/美元 (GBPUSD) 加自选

美国股市周二收跌，标准普尔500指数下跌0.4%，结束了六天的连胜。纳斯达克指数也下跌0.4%，道琼斯指数下跌114点。在贸易紧张局势缓解和对特朗普总统拟议的税收和关税政策的乐观情绪推动下，股市强劲反弹，随后出现回落。然而，由于贸易谈判的不确定性和税收计划的政治阻力再次出现，市场情绪变得谨慎。科技股的广泛抛售给市场带来了压力，Alphabet在谷歌I/O事件中下跌，Nvidia、Meta、苹果和微软也下跌。特斯拉逆势上涨0.5%，此前埃隆·马斯克证实他计划在未来五年继续担任首席执行官。额外的压力来自家得宝的混合收益以及摩根大通和美联储官员的新警告，包括圣路易斯联邦储备银行行长阿尔贝托·穆萨勒姆，他表示关税可能会阻碍经济增长并抑制通胀预期。

US stocks closed lower on Tuesday, with the S&P 500 down 0.4%, snapping a six-day winning streak. The Nasdaq slipped 0.4% as well, while the Dow Jones lost 114 points. The pullback followed a strong rebound driven by easing trade tensions and optimism over President Trump’s proposed tax and tariff policies. However, sentiment turned cautious amid renewed uncertainty around trade negotiations and political resistance to the tax plan. A broad tech selloff weighed on markets, with Alphabet falling during its Google I/O event and declines in Nvidia, Meta, Apple, and Microsoft. Tesla bucked the trend, gaining 0.5% after Elon Musk confirmed he plans to remain CEO for the next five years. Additional pressure came from mixed earnings at Home Depot and fresh warnings from JPMorgan and Fed officials, including St. Louis Fed President Alberto Musalem, who said tariffs could hinder economic growth and dampen inflation expectations.

美联储的Bostic：越来越多的企业表示他们不能再推迟关税回应。亚特兰大联邦储备银行行长拉斐尔·博斯蒂克周二在新闻通讯中警告称，随着美国关税开始在美国经济中发挥作用，越来越多的企业准备开始调整价格和就业人数。随着贸易政策对国内消费和生产的粗暴对待，美联储越来越必然会坐下来等待影响，然后再对政策利率做出任何改变。

Fed's Bostic: More businesses say they can't delay tariff response any longer.Federal Reserve (Fed) Bank of Atlanta President Raphael Bostic hit newswires on Tuesday, warning that more businesses are geared to begin adjusting their prices and employment numbers as US tariffs begin to work their way through the US economy. With trade policies set to run roughshod over domestic consumption and production, the Fed is increasingly bound to sit back and wait to see the fallout before making any changes to policy rates.

美国股市在下午交易中下跌，标准普尔500指数下跌0.8%，有望结束其六天的连胜。纳斯达克指数下跌0.9%，道琼斯指数下跌250点。在最近的反弹之后，贸易紧张局势有所缓解，投资者对特朗普总统提出的税收和关税政策持乐观态度。然而，投资者对通胀降温和贸易进展的担忧可能为时过早，这对市场情绪造成了压力。大型科技股的抛售拖累了市场走低，Alphabet在谷歌I/O事件中下滑，Nvidia、Meta、苹果和微软也出现了额外亏损。特斯拉作为一家罕见的大型企业脱颖而出，在马斯克重申他将在未来五年担任首席执行官的承诺后，股价上涨了2%。在家得宝（Home Depot）喜忧参半的收益以及摩根大通和美联储官员（包括圣路易斯联邦储备银行行长阿尔贝托·穆萨勒姆（Alberto Musalem））再次发出警告的情况下，谨慎情绪也有所上升。穆萨勒姆指出，关税可能会对经济和通胀前景造成压力。

US equities were lower in afternoon trading, with the S&P 500 falling 0.8% and on track to snap its six-day winning streak. The Nasdaq slipped 0.9%, while the Dow Jones lost 250 points. The pullback followed a recent rally driven by easing trade tensions and investor optimism surrounding President Trump’s proposed tax and tariff policies. However, growing concerns that investor relief over cooling inflation and trade progress may be premature weighed on sentiment. A selloff in big tech dragged the market lower, with Alphabet slipping during its Google I/O event and additional losses in Nvidia, Meta, Apple, and Microsoft. Tesla stood out as a rare megacap gainer, rising 2% after Musk reaffirmed his commitment to remain CEO for the next five years. Caution also grew amid mixed earnings from Home Depot and renewed warnings from JPMorgan and Fed officials, including St. Louis Fed President Alberto Musalem, who noted that tariffs could pressure the economy and inflation outlook.

美联储的Musalem：美联储政策应优先考虑价格稳定。圣路易斯联邦储备银行行长阿尔贝托·穆萨勒姆（Alberto Musalem）也加入了美联储发言人的行列，警告称，在特朗普政府的指导下，美国的贸易政策不仅会拖累经济增长，还可能加剧价格波动，这是美联储最喜欢的通胀术语之一。

Fed's Musalem: Fed policy should prioritize price stability.Federal Reserve (Fed) Bank of St Louis President Alberto Musalem added his voice to the chorus of Fedspeakers warning that US trade policy under the guidance of the Trump administration is poised to not only weigh on growth, but could also exacerbate price volatility, one of the Fed's favorite stand-in phrases for inflation.