US Dollar:
1. IMF: Maintains US inflation forecast at 3.6% for 2026.
2. Fed voting member Hamak: Small, frequent interest rate adjustments are preferable; inflation risks should not be delayed.
3. Macquarie: Accelerated US CPI in September is unlikely to prompt a Fed rate hike in October.
Euro:
1. ECB Governing Council member Stournaras: The ECB is likely to continue gradually raising interest rates.
2. IMF: French economic growth has been particularly hard hit, with projected growth of only 0.4% this year.
3. Blackstone President Gray: European fiscal pressures are more pressing than in the US; AI investment temporarily alleviates US debt risks.
4. ECB Governing Council member Christodoulos Patsalides: Monetary policy cannot solve the inflationary shock caused by war.
Pound Sterling:
1. Fuel spending surged; UK retail sales growth remained weak in September.
2. IMF warns the UK government to be cautious about introducing cost-of-living subsidies to avoid pushing up inflation again.
3. Bank of England MPC member Green: Strong economic growth indicates insufficient monetary policy力度 and higher interest rates should be maintained.
4. Bank of England Monetary Policy Committee member Mann: Conditions are forming for wages and prices to potentially drive each other upwards.
Japanese Yen:
1. Japanese wholesale inflation remains high, maintaining expectations of a Bank of Japan interest rate hike.
2. IMF: The Bank of Japan is expected to gradually raise interest rates to a neutral level, with economic growth of 0.7% for both this year and next.
3. Japanese Prime Minister Sanae Takaichi: Japan will continue to communicate with the US to ensure the stability of the foreign exchange market.
4. Bank of Japan Governor Kazuo Ueda: Stabilizing inflation at 2% is now crucial; the bond market will be closely monitored.
Others:
1. South Korean President Lee Jae-myung: South Korea cannot avoid interest rate hikes.
2. Reserve Bank of India expands the scope of foreign exchange risk reserves, the rupee continues its rebound.
3. Reserve Bank of Australia meeting minutes: Inflation still faces upside risks, a fifth interest rate hike this year cannot be ruled out.
4. Deputy Governor of the Central Bank of Russia: Budget data is consistent with July forecasts, allowing for further easing of monetary policy. 5. The IMF/World Bank Annual Meetings are being held, with central bank governors from multiple countries gathering in Bangkok this week.
6. The IMF has raised its forecast for India's economic growth, projecting 7% growth for the next two fiscal years.
7. The IMF: AI investment will boost global growth next year, but the resilience of the world economy is nearing its limit.
8. The IMF World Economic Outlook report projects global inflation to rise to 4.7% in 2026 and fall to 4.1% in 2027. Global real GDP growth is projected at 3.1% in 2026 and 3.4% in 2027. Commodity prices and bond markets pose an "imminent threat."
