US Dollar:
1. US media: Concerns about private lending prompt the Federal Reserve to scrutinize large banks.
2. Bridgewater Associates founder: Chinese and Japanese funds may no longer buy US Treasuries; the US may face a debt crisis in the next three years.
3. US Treasury Secretary Bessant predicts third-quarter economic growth will exceed 3%; mortgage rates will fall after the Iran war ends.
Euro:
1. Euro falls to a 17-month low against the dollar.
2. Bundesbank President: Rising government debt risks increase the necessity of gold allocation.
3. ECB Chief Economist Lane: Demand destruction caused by high energy costs may limit the need for interest rate hikes.
4. ECB Governing Council member Nagel: Inflation outlook faces upside risks; uncertainty requires flexible responses, not inaction. There are currently no clear signs that inflation has transmitted to price and wage settings.
Pound Sterling:
1. French fiscal concerns drag down the euro; Amundi turns bullish on the pound.
Japanese Yen:
1. Japanese pension giants have not discussed portfolio adjustments; expectations for increased holdings of Japanese bonds are temporarily suspended.
2. Japanese 10-year government bond coupon rate hits 30-year high.
3. Citigroup: Japanese bond yields may be nearing their peak, increasing investment attractiveness.
4. Bank of Japan Governor Kazuo Ueda: Policy interest rates will continue to be raised based on changes in economic, price, and financial conditions.
5. Sources: The Bank of Japan may hint that core inflation has reached its 2% target; many central bank officials are cautious about another rate hike this month.
Korean Won:
1. South Korean Finance Minister: Economic growth is expected to reach 3% this year. Further reductions in bond issuance will be considered depending on market conditions.
Other:
1. Indonesia plans to allow commodity exchanges to use the US dollar.
2. Market news: The Brazilian central bank will adjust its foreign exchange intervention disclosure methods.
3. Reuters poll: The Polish central bank is expected to keep its benchmark interest rate unchanged at 3.75% on Wednesday.
4. The Ukrainian central bank: Set the official hryvnia exchange rate at a record low of 45.05 hryvnia to the US dollar on Tuesday.
5. Philippine Statistics Authority: The Philippine inflation rate rose 7.2% year-on-year in September. (Reuters expected a 6.6% increase)
6. The World Bank raised its forecast for India's economic growth in fiscal year 2026/27 to 7.1%, up from 6.6% in June; it also raised its forecast for South Asian economic growth, predicting 6.9% growth in 2026 and 6.7% growth in 2027.
