美联储6月FOMC会议一致决定维持联邦基金利率在3.5%-3.75%不变，主因通胀仍高于2%目标且受中东冲突引发的能源供应冲击影响。点阵图显示9名委员预计2026年底前加息，6人预期两次25基点加息；核心PCE通胀预测为3.6%，失业率4.3%，GDP增速2.2%。该决议对原油构成直接上行催化，对美股指数形成利率路径收紧预期压力。

Johnson & Johnson said it will invest $55 billion in the United States over the coming years to expand manufacturing for medicines, medical technology and vision products, including more than $1 billion for a new facility in Jacksonville, Florida. CEO Joaquin Duato said the decision was supported by Trump-era tax policies, access to domestic talent and what he called an improved investment environment. He also said the company is focusing on science and innovation and sees a path to double-digit growth by the end of the decade, supported by 28 product platforms generating more than $1 billion each.

The Federal Reserve is expected to keep the federal funds rate unchanged at 3.5%-3.75% at this week’s FOMC meeting as May CPI inflation accelerated to 4.2% year over year, the highest since April 2023 and well above the 2% target. Newly appointed Chair Kevin Warsh is set to hold his first postmeeting press conference, with investors watching for clues on the path for rate cuts. CME FedWatch puts the probability of no change in June at 98.4%, with expectations for cuts later this year cooling sharply. The shift in the macro backdrop has reinforced higher-for-longer rate expectations, weighing on risk assets.