US Dollar:
1. Fed's Williams: If inflation falls back to 2%, I think lowering interest rates would be appropriate, but we haven't reached that stage yet.
2. Democrats on the U.S. Banking Committee say Warsh's hearing should be postponed.
3. Fed Governor Milan: Inclines to cut rates three times this year, possibly four.
Euro:
1. ECB Governing Council member Kazax: Market pricing in two rate hikes this year is reasonable. No large-scale second-round inflationary impact has been seen yet.
2. ECB meeting minutes: The longer and wider the conflict lasts, the greater and longer the shock to global energy supplies, and the higher the medium-term inflation risk.
3. Sources say the German government has lowered its 2026 economic growth forecast from 1.0% to 0.5%; and its 2027 economic growth forecast from 1.3% to 0.9%.
4. JPMorgan Chase: Expects the ECB to raise interest rates by 25 basis points each in June and September 2026, down from previous forecasts of April and July. British Pound Sterling:
1. Bank of England Governor Bailey stated that a hasty decision to raise interest rates would not be made.
Other:
1. Russian Economy Minister: The ruble is expected to strengthen in the near term.
2. Russian Finance Minister Siluanov: The Russian Ministry of Finance is considering resuming foreign exchange operations in accordance with budget rules. The government does not seek to profit from the real ruble exchange rate.
3. Kremlin: (Regarding Putin's remarks on the economic contraction in the first two months of 2026) Good exchanges of opinions. Economic officials put forward several suggestions to revitalize the economy.
4. Polish Central Bank Governor: The possibility of further interest rate cuts has decreased due to the risk of energy shocks. The possibility of holding rates steady or raising rates is greater than a rate cut.
5. According to a Reuters poll: Investors have reduced their bearish expectations on the Thai baht, short bets on the South Korean won and Indian rupee have fallen from multi-month highs, and long bets on the Singapore dollar have reached their highest level since early March.
6. Swiss National Bank: The Swiss National Bank's willingness to intervene in the foreign exchange market should remain high to address the rapid and excessive appreciation of the franc. 7. Jansson, Deputy Governor of the Swedish Central Bank: We are prepared to adjust policy in any direction if necessary.
8. Central Bank of Argentina: Will reduce the daily minimum reserve requirement from 75% to 65%.
