US Dollar:
1. Goldman Sachs: Now expects the Fed to raise interest rates by 25 basis points in September.
2. Barclays: The dollar may come under pressure if the Fed holds rates steady or adopts a dovish stance.
3. TD Securities: Changed its September rate forecast for the Fed from "unchanged" to "rate hike".
4. JPMorgan Chase: Expects the Fed to raise interest rates by 25 basis points each in September and December 2026, down from its previous forecast of a December hike.
Euro:
1. HSBC: Expects the ECB to raise interest rates by another 25 basis points in December 2026.
2. ECB President Lagarde: We will hold meetings gradually, using data to guide our decisions.
3. ECB President Lagarde: Will step down as ECB President in 2027; I am not considering returning to French politics.
4. ECB Governing Council Member Kazaks: The possibility of further policy tightening is increasing; we can act gradually, without rushing.
Japanese Yen:
1. Market News: The Bank of Japan offered spot government bond lending operations in the morning.
2. Chief Cabinet Secretary Minoru Kihara: The budget will be prepared while appropriately controlling the scale of bond issuance.
3. As of the 8th, open interest in yen long contracts held by non-commercial sectors such as hedge funds reached 178,791 contracts, a nine-month high since December 2025.
Other:
1. Soaring oil prices will prompt the Bank of England to re-debate whether to raise interest rates before the end of the year.
2. Indonesian Central Bank Governor: GDP growth in 2026 is still expected to reach the upper limit of the target range of 5.2% to 6%.
3. Swiss National Bank President Schlegel: The Swiss franc exchange rate poses a challenge to the Swiss economy, but the real franc has remained stable since 2020.
