US Dollar:
1. Fed's Goolsby: Concerns about tariffs and oil could lead to stagflation.
2. Fed Governor Waller: Trump poses a threat to the Fed's independence, but so far he has not succeeded.
3. Fed's Collins: Expects the Fed to raise interest rates "further" before the end of the year; next year's path depends on the economy.
4. Fed's Williams: One more rate hike is possible this year; if the outlook meets expectations, further rate hikes may not be needed next year.
5. Bank of America Global Fund Manager Survey: A 5.9% 10-year US Treasury yield will prompt asset allocation to shift from stocks to bonds.
6. IMF warns: US economic growth cannot quickly resolve debt and deficit issues; additional measures are still needed.
7. Dalio: The US Treasury bear market is far from over; supply and demand imbalances will continue to push up yields.
Euro:
1. IMF urges France to pass its budget in a timely manner, warning that fiscal credibility faces market tests.
2. ECB President Lagarde says France should address its debt market difficulties through fiscal policy, downplaying expectations of central bank intervention.
3. ECB Chief Economist Lane: The rise in long-term interest rates constitutes a substantial tightening.
4. ECB Governing Council member Winsch: Another rate hike may be necessary.
Pound Sterling:
1. UK Chancellor of the Exchequer: Capital gains tax will not be raised to the same level as income tax.
2. IMF official: The UK does not need to accelerate fiscal consolidation and should "maintain its current course."
3. The UK Chancellor of the Exchequer is reportedly planning to raise funds for new budget measures through tax increases or spending cuts to avoid further borrowing.
Korean Won:
1. South Korea is reportedly considering cutting its government bond issuance by 5 trillion to 10 trillion won.
2. Bank of Korea Governor: Further appreciation of the won is beneficial to the economy; a restrictive monetary policy will be maintained.
3. Morgan Stanley: The Bank of Korea is expected to pause rate hikes in October, but may take action again in November and the first quarter of next year.
Others:
1. Sources: The Bank of Japan is inclined not to raise interest rates consecutively in October.
2. Bank of Thailand Deputy Governor: Further interest rate cuts are unlikely; future rates may rise to 1.5% to 2%.
3. Goldman Sachs: The Reserve Bank of Australia's September meeting minutes were clearly hawkish, lowering the threshold for a November rate hike.
4. Polish Central Bank Committee member Duda: The committee is prepared to further tighten monetary policy.
5. IMF raises warnings about global debt risks: Fiscal consolidation is "imminent."
6. IMF warns that global economic resilience should not be overestimated; the AI investment boom poses a new risk.
