US Dollar:
1. Traders boycotted the New York Fed's lending facilities, hindering the Fed's efforts to ease pressure in the repo market.
2. Fed Governor Milan: The Fed may "possibly" shrink its balance sheet again in the future.
3. White House National Economic Council Director Hassett: The unemployment rate is "slightly above" the equilibrium level.
4. Federal Reserve—① The US authorities canceled the October non-farm payroll report, and the November report was rescheduled for December 16, meaning the Fed will lack up-to-date non-farm payroll data for its December policy meeting. ② Milan: It is "possible" to shrink its balance sheet again in the future. ③ Trump's joke to the Treasury Secretary, threatening to fire Bessant if interest rates don't fall, alludes to Powell. ④ The minutes of the Fed's October meeting showed serious disagreements among officials. Several believed that interest rates should be cut again in December, while many believed that rates should remain unchanged.
Euro:
1. Reuters poll: The European Central Bank will keep its deposit rate at 2% in 2026. The Eurozone economy is projected to grow at 1.4%, 1.1%, and 1.4% in 2025, 2026, and 2027 respectively (compared to 1.2%, 1.1%, and 1.4% in the October survey).
Pound Sterling:
1. UK inflation fell for the first time in seven months, with markets increasing bets on a December rate cut by the Bank of England.
2. The UK Prime Minister declined to comment on tax thresholds, stating there would be no austerity measures.
3. The UK Labour Party's left wing is poised to challenge the Starmer government, with Deputy Leader Lucy Powell, Culture Secretary Lisa Nandy, and former Transport Secretary Louise Hay potentially among the candidates.
Yen Yen:
1. Japanese Finance Minister Satsuki Katayama: Will not directly comment on Japanese government bond yields, as their level is determined by various factors.
2. Bank of Japan board member Junko Koeda stated that a rate hike is possible as early as next month, emphasizing the necessity of normalizing interest rates.
3. Chief Cabinet Secretary Minoru Kihara: Be wary of sharp, one-sided fluctuations in the yen.
4. Reuters poll: 53% of economists surveyed expect the Bank of Japan to raise interest rates to 0.75% in December.
Other:
1. Indonesia's central bank kept interest rates unchanged for the second consecutive month, stating it will seek room for further rate cuts.
2. Reserve Bank of Australia Assistant Governor Hunt signaled a hawkish stance, suggesting current interest rates may remain in place until 2026.
