US Dollar:
1. According to CNBC: Sources familiar with the matter revealed that US President Trump may appoint a new Federal Reserve Chairman in the first week of January.
2. Fed Governor Milan: The need for a 50 basis point rate cut has diminished. Recent data should push people towards a dovish stance. I do not foresee a recession in the near future. If my seat is still unconfirmed by January 31, I will assume I will remain in office.
Euro:
1. ECB Governing Council member Vujicic: The next move in interest rates could go in any direction.
2. ECB Governing Council member Kazmir: The ECB remains flexible and ready to act if necessary.
3. French 10-year bond yields rose to their highest level since 2011; German 10-year bond yields hit a nine-month high.
4. ECB Executive Board member Schnabel clarified his position: He did not hint at a rate hike, emphasizing that interest rates will remain stable for a long time, and that rate hikes should not be expected now or in the foreseeable future.
Japanese Yen:
1. Former Bank of Japan official Makoto Sakurai: The Bank of Japan may still raise interest rates further, with a target of 1.50%.
2. Japanese Prime Minister Sanae Takaichi: The scale of new bond issuance in the 2026 fiscal year budget may be reduced.
3. Japanese Finance Minister strongly warned: The government has the "freedom" to take decisive foreign exchange intervention actions.
4. Sources say Japan is likely to assume a long-term interest rate of around 3% in the 2026 fiscal year budget, the highest level in 29 years.
Other:
1. The People's Bank of China's reverse repurchase operations resulted in a net withdrawal of 76 billion yuan.
2. The Central Bank of Ukraine: If foreign aid is approved, it will consider cutting interest rates next year.
3. Central Bank of Indonesia: Money supply (M2) grew by 8.3% year-on-year in November.
4. According to Sina's quote, the offshore yuan broke through 7.02 against the US dollar, the first time since October 2024.
5. Reserve Bank of Australia meeting minutes: Discussed whether an interest rate hike might be needed at some point in 2026.
