US Dollar: 1. Fed's Goolsby: The biggest problem facing the economy is inflation. 2. Fed's Collins: If inflation remains high, a September rate hike will be supported. 3. Wall Street Journal reporter Nick: The market will focus on the July CPI mon

2026-08-12

US Dollar: 1. Fed's Goolsby: The biggest problem facing the economy is inflation. 2. Fed's Collins: If inflation remains high, a September rate hike will be supported. 3. Wall Street Journal reporter Nick: The market will focus on the July CPI month-on-month change; Warsh is not optimistic about "data dependence," but the old system still dominates. South Korean Won: 1. Rising oil prices and weakening demand for insurance funds have pushed the yield on South Korean 30-year government bonds to a record high. 2. South Korea announced seven strategic technology projects covering nuclear energy, quantum computing, space, and biotechnology. Japanese Yen: 1. It is reported that the Japanese cabinet may be reshuffled in mid-September or later. 2. The yen is approaching the 160 mark again; yen options trading is heating up ahead of the US CPI. Others: 1. Westpac: Further rate hikes are not the Reserve Bank of Australia's baseline scenario. 2. UK Prime Minister Burnham: The government has limited room for maneuver. No measures will be proposed that I cannot raise funds for.