US Dollar: 1. Danske Bank: Still expects the Fed to raise interest rates once in December and once in March next year. 2. US Treasury Secretary Bessant: If the Democrats win the midterm elections, the government may accelerate its deficit reduction

2026-09-09

US Dollar: 1. Danske Bank: Still expects the Fed to raise interest rates once in December and once in March next year. 2. US Treasury Secretary Bessant: If the Democrats win the midterm elections, the government may accelerate its deficit reduction plan. South Korean Won: 1. Former Bank of Korea Governor Lee Chang-yong: There is no need to panic about short-term fluctuations in the won. 2. The Korea Exchange will launch after-hours trading on September 14. 3. SK Group Chairman Chey Tae-won accepted the court-ordered 700 billion won divorce settlement and plans to appeal the 244 billion won ruling. Pound Sterling: 1. The yield on 30-year UK government bonds hit a new high since 1998. 2. Bank of England Deputy Governor Ramsden: Increased frequency of supply shocks could lead to higher prices. 3. Bank of England Governor Bailey: I hope to dispel the perception that we have a secret plan to raise interest rates unconditionally. 4. BNP Paribas: Expects the Bank of England to raise interest rates by 25 basis points in November, up from its previous forecast of a September hike. 5. Bank of England Monetary Policy Committee Member Taylor: I believe maintaining interest rates at a moderately tight level provides a safeguard against external risks. Japanese Yen: 1. Saxo Bank: The yen's strength appears sustainable. 2. US Treasury Secretary Bessant on the yen: I'm the big player, try and fight me. 3. Last week, Japanese retail investors held a net short position of approximately 3.61 trillion yen, an increase from August. Others: 1. RBA Deputy Governor Hauser: We haven't reached the stage where a significant rate hike is needed. 2. Goldman Sachs: Moved its expectation for the RBA rate hike forward to September, from its previous forecast of November. 3. The Central Bank of Chile kept its key interest rate unchanged at 4.5%. 4. Bank of Thailand meeting minutes: Monetary policy should remain accommodative. 5. The Central Bank of Bolivia will begin providing US dollars to financial institutions starting Wednesday to stabilize the country's currency.