US Dollar:
1. White House trade advisor Navarro: The USMCA has major flaws.
2. US media: The US Treasury Secretary agreed to have the Senate, rather than the Justice Department, investigate Powell in exchange for the release of the new Fed Chair nominee.
3. An internal Russian memo mentions a return to the dollar system, aiming to gain Trump's support.
Euro:
1. ECB Governing Council member Machlouf: Inflation is currently largely in line with the target level. The possibility of interest rate cuts or hikes cannot be ruled out.
2. Reuters poll: The ECB's 2% interest rate is expected to remain throughout the year, marking the longest period of stable interest rates since the era of negative interest rates.
Japanese Yen:
1. According to Japan's Jiji Press: The Federal Reserve conducted a currency check in January at the request of Japan.
2. Bank of Japan policy board member Tamura Naoki: I have always believed that Japan's neutral interest rate is at least around 1%. It is expected that inflation will stabilize at around 2% around this spring.
Other:
1. Increased inflation risks in Russia may lead the central bank to postpone interest rate cuts.
2. Moody's: Affirmed South Korea's AA2 rating, with a stable outlook. 3. Polish Central Bank board member Kotecki: March is a good time for a 25 basis point rate cut.
4. Central Bank: Will conduct 1 trillion yuan of outright reverse repurchase operations on February 13.
5. Bank of Canada's second-in-command: Remaining committed to keeping inflation at the 2% target during this volatile period.
6. Bank of England Deputy Governor Brident: "There is reason to expect" a further 25 basis point rate cut before the end of April.
7. Central Bank of Malaysia: GDP growth of 6.3% in the fourth quarter of 2025, and 5.2% for the whole year.
