1. Fed's Williams: One more rate hike is possible this year, no further hikes needed next year. 2. Dalio: The US Treasury bear market is far from over; supply and demand imbalances will continue to push up yields. 3. Fed's Collins: Another rate hik

2026-10-14

1. Fed's Williams: One more rate hike is possible this year, no further hikes needed next year. 2. Dalio: The US Treasury bear market is far from over; supply and demand imbalances will continue to push up yields. 3. Fed's Collins: Another rate hike may be needed this year; attention should be paid to whether inflation spreads. 4. Fed Governor Waller: The surge in US Treasury yields is playing a part in tightening monetary policy. 5. BlackRock upgrades US Treasury ratings, ending a nearly six-year underweight stance, and downgrades US equities to neutral. 6. Sources: The Bank of Japan is inclined not to raise interest rates consecutively in October. 7. High interest rates have not deterred borrowing demand; the net interest income of the three major US banks hit a new record high. 8. IMF warns: US economic growth cannot quickly resolve debt and deficit problems; additional measures are still needed. 9. IMF raises warning about global debt risks: Fiscal consolidation is "imminent." 10. European Central Bank President Christine Lagarde stated that France should address its bond market difficulties through fiscal policy, downplaying expectations of central bank intervention. 11. PICC Property & Casualty issued the first "sidecar" insurance-linked security in the Hong Kong market.