US Dollar:
1. US President Trump: (When asked whether Fed Chairman Warsh should avoid raising interest rates before the midterm elections) It depends to some extent on him, but not entirely; it's the committee's decision.
2. White House National Economic Council Director Hassett: After excluding government employees and the World Cup factor, job growth was 100,000; I focus almost solely on the unemployment rate, and it has already declined. I believe Trump will not advise Warsh on interest rates.
3. Fed Chair Barkin: The job market is in a weak equilibrium, characterized by low hiring and low layoffs. If inflation faces headwinds, policy must be tightened.
Japanese Yen:
1. The Bank of Japan's July meeting minutes mentioned upside risks to prices, suggesting a possible faster pace of interest rate hikes.
2. Japanese Finance Minister Katayama Satsuki: Japan and the US have been communicating closely and will not hesitate to intervene if necessary.
3. Following intervention in the US-Japan foreign exchange market, hedge funds are rapidly closing their short yen positions. Other:
1. The Swiss National Bank's interest rate hike expectations have been delayed; economists surveyed now predict a rate hike as early as June next year.
2. As of July 31, Thailand's foreign exchange reserves stood at US$275.45 billion (compared to US$272.59 billion as of July 24).
3. The Reserve Bank of India may intervene to support the rupee, consolidating its rebound from near record lows in late July.
