US Dollar:
1. White House National Economic Council Director Hassett: Some October data may be lost forever.
2. ADP weekly data shows companies are laying off an average of over 10,000 jobs per week, increasing bets on a December Fed rate cut.
3. It is reported that US bank regulators are working on finalizing bank capital plans linked to Treasury bonds.
4. "Fed mouthpiece" Nick Timiraos: The Fed is increasingly divided on the issue of a December rate cut.
5. Goldman Sachs: The US may have lost 50,000 jobs in October, the largest drop since 2020.
Euro:
1. ECB Governing Council member Vujicic: European consumers remain very cautious, and it's hard to understand why.
2. ECB Executive Board member Eldersen: Inflation risks are balanced, and current interest rates are appropriate.
3. The German central bank released a new debt brake reform plan, proposing a three-phase plan to stabilize German debt.
British Pound Sterling:
1. The Bank of England reduced the maximum mandate for its Asset Purchase Facility (APF) from £619.7 billion to £555 billion.
2. JPMorgan Chase: Expects the Bank of England to cut interest rates three times in December, March, and June next year, each time by 25 basis points (previously forecasting two cuts each in February and April 2026).
3. The UK's three-month ILO unemployment rate hit a new high since February 2021 in September, and the number of unemployment benefit claims in October saw the largest increase since July 2024. Traders increased their bets on a Bank of England rate cut.
Other:
1. The People's Bank of China's Q3 Monetary Policy Report: Implement a moderately loose monetary policy and strengthen its implementation and transmission.
2. Japanese Prime Minister Sanae Takaichi: Recent inflation, driven by food prices, may harm the economy. It cannot yet be said that Japan has escaped deflation.
3. Bank of Korea Governor Lee Chang-yong: Adjustments to monetary policy, including policy direction, will depend on data performance. 4. RBA Deputy Governor Hauser: Whether Australian monetary policy is restrictive is debatable.
5. Central Bank of Brazil: Core CPI and overall CPI data show inflation has cooled. Vigilance will be maintained. The local labor market remains vibrant.
6. Central Bank of Indonesia Governor: GDP growth is projected at 5.33% in 2026, with an average annual core inflation rate of 2.62%, and an average exchange rate of USD/IDR of 16,430.
