US Dollar:
1. The White House is reportedly considering using the SVB report to dismiss Federal Reserve Governor Barr.
2. Trump: Expects a federal government shutdown in September.
3. Indonesian Central Bank Governor: Expects the Federal Reserve to raise interest rates earlier than planned in the fourth quarter of 2026.
Euro:
1. The European Central Bank will announce its interest rate decision tonight. The market widely expects no change at this meeting, with another rate hike in September.
Pound Sterling:
1. It is reported that Burnham has withdrawn his proposal to raise the UK personal income tax threshold.
Japanese Yen:
1. A weaker yen exacerbates inflation risks; the Bank of Japan remains open to accelerating the pace of interest rate hikes.
2. Deutsche Bank: Japan's policy focus may shift from "protecting the yen" to "controlling yields."
3. The yen's trade-weighted index has fallen, indicating a broad weakening.
4. Japanese Finance Minister Satsuki Katayama: Prepared to take decisive foreign exchange action if necessary.
5. Reuters poll: 86% of economists expect the Bank of Japan to raise interest rates by 25 basis points to 1.25% by the end of the fourth quarter, slightly higher than the 79% in the June survey.
6. Reuters poll: 70% of economists expect the Bank of Japan to raise interest rates to at least 1.50% in the second quarter of 2027; 51% of respondents believe 1.50% is the terminal rate.
Korean Won:
1. South Korean Presidential Office: Believes the US may impose additional tariffs under Section 301.
Other:
1. Indonesian Central Bank Governor: Expects global economic growth to remain at 3.0% in 2026.
2. Indonesian Central Bank maintains interest rate at 5.75% and will continue to take measures to ensure the stability of the Indonesian Rupiah.
3. Ghana's benchmark interest rate remains unchanged at 14%.
4. World Bank warns that continued conflict between the US and Iran could reduce global economic growth to 1.3%.
5. Australia's employment surged by 76,300 in June, far exceeding market expectations, while the unemployment rate remained stable at 4.4%.
