US Dollar: 1. Federal Reserve Chair nominee Warsh has been implicated in the Epstein case. 2. Traders: The Reserve Bank of India may sell dollars before the market opens to support the rupee. 3. White House Economic Council Director Hassett: The W

2026-02-02

US Dollar: 1. Federal Reserve Chair nominee Warsh has been implicated in the Epstein case. 2. Traders: The Reserve Bank of India may sell dollars before the market opens to support the rupee. 3. White House Economic Council Director Hassett: The White House is confident that Warsh's nomination will be confirmed quickly. 4. Federal Reserve Chairman Bostic: The Fed does not need to cut interest rates now; we should be more patient on interest rate issues. 5. Federal Reserve Governor Waller: The current interest rate range is 3.50%-3.75%, while the neutral rate is likely around 3%. Japanese Yen: 1. Data from the Japanese Ministry of Finance confirms that Japan did not intervene in the yen in January. 2. Mizuho Securities: US-Japan policy coordination is showing results; bullish on the yen breaking through the 150 mark. 3. Japanese Prime Minister Sanae Takaichi clarified her comments on a weak yen, stating that the aim is to build an economic system capable of withstanding exchange rate fluctuations. Others: 1. Bank of Thailand: Thailand is unlikely to be classified as a currency manipulator. 2. As of January 23, India's foreign exchange reserves reached a record high of $709.41 billion. 3. India's budget includes an additional 400 billion rupees for the development of its semiconductor manufacturing industry. 4. South Korean Trade Minister Kim Jong-kwan: The US-South Korea talks clarified misunderstandings, and South Korea pledged to accelerate the investment legislation process. 5. Swiss National Bank: The Swiss National Bank has not participated in any manipulation of the Swiss franc. It remains in contact with the United States.