US Dollar
1. US core PCE annual rate fell short of expectations, hitting a six-month low.
2. The US Dollar Index (DXY) rose to a three-month high.
3. Goldman Sachs revised its forecast for a Fed rate hike from October to December.
4. US companies added 90,000 jobs in September, with ADP data showing a hiring recovery.
5. The Atlanta Fed's GDPNow model lowered its forecast for US Q3 real GDP growth from 5.0% to 3.7%.
6. US Treasury: Will purchase up to $6 billion in 10- to 20-year Treasury bonds in its October 1 liquidity repurchase operation.
7. Fed: ① Kashkari: Inflation remains high; expects one more rate hike this year and one next year. ② Cook: Committed to bringing inflation back to the 2% target level.
Euro
1. German inflation rose to a near three-year high.
2. The cost of Eurozone credit default protection declined, improving market sentiment.
3. ECB President Christine Lagarde did not rule out the possibility of leaving her post a few months before the end of her term at the ECB.
4. British Pound:
5. Bank of England Financial Policy Committee: Government bonds will face new threats if artificial intelligence growth fails to boost the economy as expected.
6. Bank of England: The UK government bond market faces increasing spillover risks.
7. Japanese Yen:
8. Bank of Japan survey: Corporate inflation expectations for the next year have fallen to 2.6%.
9. Data from the Japanese Ministry of Finance shows that Japan did not intervene in the foreign exchange market between August 27 and September 28.
10. Bank of Japan September opinion summary: Policy focus shifts to preventing inflation overshooting; committee members discuss accelerating interest rate hikes.
Korean Won
1. South Korean exports grew strongly, with exports exceeding $800 billion for the first time in the first nine months.
2. The Bank of Korea net sold $9.6 billion in the second quarter, intervening for the seventh consecutive quarter to stabilize the won.
Others
1. Bank of Thailand: Monetary policy is loose to support economic development.
2. The Swiss National Bank continued selling Swiss francs in the second quarter to hedge against safe-haven inflows.
3. Swiss inflation rose to its highest level in two years, but remained within the central bank's target range.
4. Swedish central bank governor Töden stated that raising the policy rate as early as November would be reasonable. He added that full speed ahead is still possible, but a slowdown may be necessary by November.
