能源价格攀升与经济数据坚挺，正促使投资者迅速削减对今年降息的预期。
根据CME数据，利率期货显示投资者目前认为2026年降息两次及以上的概率已低于50%。这一概率较上周末的79%大幅下滑。
美以袭击伊朗引发油气价格飙升，是降息预期逆转的关键推手。投资者押注通胀走高将增加美联储放松货币政策的难度。
此外，一连串稳健经济数据亦强化了市场观点：美国制造业与服务业活动表现超预期，而周四公布的周度失业救济申请数据仍保持低位。
（本文为华尔街日报实时报道节选，完整内容可通过搜索P/WSJL获取）
（完）道琼斯通讯社
2026年3月5日09:58 ET（14:58 GMT）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.