US Dollar:
1. New York Fed: Declining attractiveness of government bonds leads to a rise in the "natural rate of interest."
2. International Monetary Fund: The US debt burden is expected to continue increasing in the coming years.
3. US savings rate fell to 3.6% in December, the lowest since October 2022.
4. Federal Reserve – ① Schmid: Inflation remains a key issue for the Fed. ② Musalaim: In reality, current policy is neutral. ③ Barkin: It cannot be immediately concluded that artificial intelligence will replace workers. ④ Atlanta Fed President Bostic, in his farewell address, emphasized defending the Fed's independence.
Japanese Yen:
1. Bank of Japan policy board member Hajime Takada: The Bank of Japan must raise interest rates further in a gradual manner.
2. Japan's birth rate in 2025 will hit a new low, declining for the tenth consecutive year.
Other:
1. Foreign media survey: Most economists believe European Central Bank President Christine Lagarde will resign this year.
2. Bank of Korea maintains benchmark interest rate at 2.50%, in line with market expectations.
3. Bank of Korea's dot plot: Of the 21 board members' interest rate forecasts for the next six months, 16 predict 2.50%.
4. Due to issues with the calculation of certain elements in the January CPI report, the Australian Bureau of Statistics has decided to re-release the data on Friday.
