US Dollar:
1. Three Federal Reserve officials support rate hikes, increasing internal hawkish pressure.
2. According to the New York Times: Fed Chairman Warsh is considering reducing the frequency of Fed policy meetings.
3. According to the Financial Times: Fed Chair Mossallem stated that the bond sell-off is a warning sign for the Fed's credibility.
4. Fed Chair Barkin: Whether interest rates are high enough is an "open question."
Euro:
1. European Central Bank: In June, the composite borrowing cost index for new corporate loans rose 15 basis points to 3.79%; the composite interest rate index for new household home loans remained largely unchanged at 3.51%. The composite interest rate for new corporate time deposits rose 17 basis points to 2.21%; the overnight corporate deposit rate rose 6 basis points to 0.59%. The composite interest rate for new household time deposits rose 13 basis points to 2.09%; the overnight household deposit rate remained largely unchanged at 0.28%.
2. French CPI growth exceeded expectations, supporting a rate hike by the European Central Bank.
3. Eurozone inflation rebounded in July, further strengthening expectations of a European Central Bank rate hike.
Pound Sterling:
1. Bank of England Chief Economist Peale: Energy price volatility may continue until 2027.
2. Bank of England Chief Economist Peale: Bank of England Deputy Governor Lombardelli has clarified that the decision to keep interest rates unchanged was not a difficult one.
3. The Bank of England's July market participant survey showed that the median market expectation for quantitative tightening between October 2026 and September 2027 is £50 billion (June survey: £50 billion).
Yen Yen:
1. The Bank of Japan's bond-buying program remained unchanged in August from July.
2. Bank of Japan Governor Ueda Kazuo: If we judge that financial conditions are too loose, we may accelerate the pace of interest rate hikes.
3. Bank of Japan data shows that Japan may have sold $58.97 billion to support the yen's exchange rate during Thursday's New York trading session.
4. Japan's top foreign exchange official, Jun Mimura: No comment on yen volatility.
5. Japanese Finance Minister Satsuki Katayama: No comment on Friday's intervention speculation.
6. US and Japan jointly bought yen for the first time in nearly 30 years; US Treasury Secretary's memo reportedly plans to buy $5-10 billion.
7. Bessant: We will not hesitate to participate in further joint yen intervention. The FIMA repurchase facility (Foreign and International Monetary Authority Repurchase Facility) is an important backing. We encourage expanding its scale in the coming months.
8. Japanese Ministry of Finance: Will not hesitate to conduct further foreign exchange intervention with the US; plans to use the Federal Reserve's Foreign and International Monetary Authority Repurchase Facility in the future.
9. Trump: "The US intervenes because of good relations with Japan. We have always supported Japan, and the US has gained economic benefits from the relevant arrangements."
Others:
1. Vietnam recorded a trade deficit for the eighth consecutive month.
2. Reserve Bank of India: India attracted over $40 billion in foreign capital.
3. US Treasury Secretary says it is tracking Iranian assets globally.
