US Dollar:
1. Fed's Goolsby: Inflation persisting above target is "playing with fire."
2. Fed's Williams: Another rate hike is possible this year, but there's no need to rush.
3. Fed Governor Barr: Further rate hikes may be necessary to control inflation.
4. Fed's Mussalim: The economy is currently very strong, but depends on continued growth.
5. Traders reduced their bets on an October rate hike by the Fed, with the probability falling from about 70% to about 50%.
6. The yield on the 30-year US Treasury note hit 5.612%, the highest level since June 2002.
7. The US Conference Board Consumer Confidence Index fell 6.7 points to 81.9 in September, the lowest level since 2014.
Euro:
1. ECB Governing Council member DeMarco: An October rate hike cannot be ruled out.
2. ECB Governing Council member Kazmir: The ECB has time to maintain policy flexibility.
3. European Central Bank: Will introduce a "second-highest rating" standard for private sector assets used as collateral in monetary policy operations.
4. ECB Governing Council member Eskeriva: Interest rates have not yet entered the restrictive zone. Rising energy costs and yields are worrying.
Pound Sterling:
1. A spokesperson for the British Prime Minister did not rule out the possibility of Britain returning to the EU.
2. Bank of England Monetary Policy Committee member Taylor: Monetary policy should not react mechanically. The current policy stance is already tight enough.
3. The average yield on UK 10-year government bonds at auction was 5.383%, the highest 10-year auction yield since 1999.
South Korean Won:
1. Semiconductor demand supports South Korean exports, with September exports expected to exceed $100 billion for the first time.
2. South Korean Finance Minister: Closely monitoring the bond market. If bond yields rise excessively, other stabilization measures, including government bond buybacks, will be taken.
3. South Korea's Ministry of Finance and Economy expects national tax revenue to reach a record high of 478.6 trillion won (approximately $353 billion) this year, a 28% increase over last year. Other:
1. The People's Bank of China adjusted and improved several monetary policy tools.
2. The Iranian riyal fell to a record low, to over 2.5 million riyals per US dollar.
3. The IMF: It predicts Ukraine will face a funding gap of $54 billion by 2029.
4. The Indonesian rupiah fell below the 18,000 mark against the US dollar, reaching 18,010, its lowest level since August 4.
5. The Governor of the Central Bank of Mexico: The Mexican central bank can independently formulate its monetary policy path and does not need to follow the Federal Reserve's adjustments.
6. Two banking sources said that the Reserve Bank of India recently absorbed approximately $20 billion of excess Indian rupee liquidity through foreign exchange operations.
7. The Kremlin released the text of a decree signed by Putin, prohibiting the removal of more than 1 million rubles in cash from Russia to neighboring countries.
8. The Deputy Governor of the Bank of Canada: Using the Standing Liquidity Facility (SLF) to meet overnight liquidity needs is not considered an unusual event or a stress signal. 9. According to relevant financial documents, Russia plans to cut funding for welfare, education, and healthcare in 2027. Russia's debt repayment costs are projected to increase by 21.6% in 2027, accounting for 9.4% of total government spending.
10. According to Nikkei: A draft of Japanese Prime Minister Sanae Takaichi's policy speech revolves around "responsible and proactive fiscal policy." The draft emphasizes that if economic and market trends deviate from expectations, the impact will be analyzed and flexible countermeasures will be taken. Takaichi will also explain that the government intends to determine the annual issuance size of government bonds based on trends such as interest rates.
