Market news: Germany is negotiating a €720 million climate loan to South Africa.

The Bank of Japan stated that it will implement monetary policy as appropriate from the perspective of achieving its 2% inflation target sustainably and stably.

US Dollar: 1. Greenland's pension fund is reportedly considering whether to continue investing in US stocks. 2. White House National Economic Council Director Hassett: We may see growth exceeding 5% for two consecutive quarters. 3. Goldman Sachs CEO Solomon: "Quite optimistic" about the US economic growth outlook for 2026. 4. According to Axios: Forecast market traders are betting that BlackRock executive Rick Rieder is a leading candidate for Federal Reserve Chairman. 5. India's holdings of US Treasury bonds have fallen to a five-year low. 6. Ontario Teachers' Pension Plan (OTP) has reduced its exposure to the US dollar and US Treasury bonds. Euro: 1. ECB meeting minutes: The inflation outlook remains positive, and Eurozone economic activity is more resilient than previously expected. Maintaining stable interest rates for an extended period may be appropriate. Some participants believed further rate cuts may be necessary. Pound Sterling: 1. Vanguard adjusted the allocation of its £52 billion funds, reducing its exposure to UK assets. Japanese Yen: 1. Japanese Minister of Economy, Trade and Industry, Minoru Jonouchi: We are closely monitoring domestic and international market developments with a high sense of urgency. 2. Market news: Japan's latest forecast shows an 800 billion yen deficit in its primary budget for fiscal year 2026, compared to a previous forecast of a 3.6 trillion yen surplus. The forecast indicates that Japan's plan to restore a primary budget surplus has been delayed by one year. 3. The Bank of Japan maintained its short-term interest rate at 0.75% by a vote of 8 to 1, with Hajime Takada supporting a rate hike. 4. The Bank of Japan raised its economic growth and inflation forecasts. Other: 1. The Central Bank of Malaysia maintained its policy rate at 2.75%, in line with market expectations. 2. The Central Bank of Norway: We are in no hurry to further lower the policy rate. 3. According to a Reuters survey: Investors are bullish on the Malaysian ringgit and Thai baht, betting on a stronger move. Short positions in the South Korean won and Philippine peso have remained stable since early October 2025. 4. The Chairman of the Turkish Exporters Association stated that discussions have been held with the central bank regarding potential improvements to foreign exchange support measures. He emphasized that authorities should increase support for foreign exchange transactions and that conditions for exporters should be improved. 5. S&P upgraded Ukraine's rating from Selective Default (SD) to CCC+. 6. Reserve Bank of New Zealand Governor Brehman declined to refute market expectations of an interest rate hike.