US Dollar:
1. US Treasury Secretary Bessant: The Fed's balance sheet reduction will be gradual.
2. The University of Michigan Consumer Sentiment Index hit a six-month high in February.
3. Fed Chair Daly: The labor market remains fragile, and there is still room for interest rate cuts.
4. Fed Chair Bostic: The Fed may need to rely more on unofficial data. A clear signal won't be available until April or May.
Euro:
1. ECB Governing Council member Mueller: The economy will remain balanced in the short term.
2. ECB Governing Council member Kazaks: A significant strengthening of the euro could trigger a policy response.
3. ECB Governing Council member Kochel: The euro exchange rate is not a good anchor for ECB policy decisions.
4. ECB Governing Council member Machrouf: Monetary policy is not overly tight; there is a slight upside risk to the December growth forecast.
5. ECB Governing Council member Rehn: There is indeed a risk of lower-than-expected inflation. Any adjustments to key interest rates cannot be ruled out if necessary.
6. ECB Survey: Inflation trend unchanged from three months ago; economic growth expected to reach higher levels this year.
7. Bank of America: The ECB will keep interest rates unchanged in 2026, compared to previous forecasts of a 25 basis point rate cut in March.
Pound Sterling:
1. Bank of England Chief Economist: There should be no excessive optimism about a short-term decline in inflation.
2. The UK Prime Minister's position is in jeopardy; Chief of Staff resigns due to the Epstein scandal.
3. REC/KPMG report shows that the decline in UK employment is slowing, and starting wages are rising.
Yen Yen:
1. Bank of Japan board member Yoichi Sumida: Interest rates should be raised in due course.
2. Chief Cabinet Secretary Minoru Kihara: Expresses concern about unilateral and rapid fluctuations in the foreign exchange market.
Others:
1. Turkish Vice President: Will maintain tight monetary policy and fiscal discipline.
2. Canadian employment fell by 24,800, but the unemployment rate fell to a 16-month low in January.
3. South African Reserve Bank Governor: Intends to utilize the European Central Bank's newly established repurchase liquidity facility; South Africa still has some room for interest rate cuts.
