Euro:
1. ECB Vice President Vujicic: If inflation expectations decline over time, we may see bond repricing.
2. ECB Governing Council member Rehn: There are currently no signs of a second-round effect; so far, the inflationary impact of the shock has been far lower than expected. There is currently no need to use ECB policy tools such as the Transmission Protection Instrument (TPI).
Pound Sterling:
1. Barclays: Expects the Bank of England to raise interest rates again in November.
2. The Bank of England kept its policy rate unchanged at 3.75% for the sixth consecutive meeting, in line with market expectations.
3. Bank of England Governor Bailey: If the Middle East conflict continues for a long time and the risk of a second-round effect increases, policy may need to be tightened.
4. Bank of England Governor Bailey: The inflationary risk from the Iran war is still in its early stages, and the impact is currently relatively mild. (When asked about market expectations) We did not discuss the prospect of a fourth rate hike.
Yen:
1. Chief Cabinet Secretary Kihara Minoru: Japan will significantly increase its efforts related to budget reform.
2. The USD/JPY exchange rate broke through 157, reaching its highest level since September 3, up 0.68% on the day.
3. The Bank of Japan raised interest rates by 25 basis points, with policymakers Asada and Sato expressing dissent.
4. Japanese Prime Minister Sanae Takaichi stated that Japan will accelerate policy under an active fiscal policy to achieve strong economic growth. She declined to comment on interest rates, stating that they are determined by various factors.
Other:
1. Reserve Bank of Australia Governor Bullock: Inflation risks are skewed to the upside.
2. Reserve Bank of Australia Governor Bullock: The general consensus is that the neutral interest rate has risen.
3. Indonesian Finance Minister: The government plans to retain 200 trillion rupiah in cash deposits in state-owned banks until July 2027.
4. Standard Chartered Bank: Expects the Federal Reserve to raise interest rates by 25 basis points in December 2026, previously predicting that the policy rate would remain unchanged this year.
5. Pakistan's Finance Minister: The United States is expected to respond within the next two months to Pakistan's request for a $10 billion currency stabilization mechanism.
