US Dollar
1. Trump: We deserve the lowest interest rates in the world, and the Fed should cut rates significantly now! Rates should be 2 to 3 percentage points lower.
2. US Treasury releases report: No economy has been added to the list of currency manipulators.
3. US President Trump: The Fed Chair will be announced tomorrow morning (tonight Beijing time), and the next Fed Chair will "not be too surprising."
4. Market news: The Trump administration is preparing to confirm Kevin Warsh as Fed Chair. According to sources, Warsh met with Trump at the White House on Thursday.
5. US Republican Senator Graham: The Senate will not vote on the spending agreement tonight (local time).
6. Nomura Securities: The dollar and US Treasury yields face upward pressure as former Fed Governor Kevin Warsh's policy stance is considered less dovish.
7. According to the Financial Times: Due to a cooling job market, large US companies plan to lay off at least 52,000 employees.
Others:
1. FTSE Russell: Has noted recent market developments related to Indonesia and is closely monitoring the situation. 2. Indonesia's Senior Economy Minister: A fiscal stimulus package worth approximately 13 trillion rupiah is being prepared to cope with the Eid al-Fitr holiday.
3. MSCI: Will closely monitor the Indonesian market and communicate with relevant parties, providing timely updates on subsequent actions.
4. US Treasury: The recent depreciation of the South Korean won is inconsistent with South Korean economic fundamentals.
5. Reuters survey: The Reserve Bank of Australia is expected to raise the cash rate to 3.85% on February 3 and maintain it at 3.85% until the end of 2026.
6. Central Bank of Malaysia: Will ensure the orderly operation of the foreign exchange market amid external risks; the ringgit is not a tool for export competitiveness.
7. Traders say the Reserve Bank of India may sell dollars to prevent the rupee from falling below 92 against the dollar.
8. Citi: Believes Turkish lira carry trades will become "more complicated."
9. South Korea's KOSPI index rose 24% in January, the largest monthly gain since December 1998.
10. Bank of Thailand: The baht's strength stems from a weaker US dollar, gold trading, and capital inflows.
11. The CEO of the Indonesian Stock Exchange announced his resignation due to the market crash. Indonesian financial regulators: A director of the Indonesian Stock Exchange will be appointed as interim CEO next Monday.
12. Indonesia's Chief Economic Minister: The President is closely monitoring the stock market situation. More open measures and improved governance will be implemented to make the stock exchange market more stable and in line with international standards.
