US Dollar:
1. US September CPI rose 3.7% year-on-year, exceeding market expectations of 3.6%; core CPI rose 2.6% year-on-year, below the expected 2.5%.
2. White House National Economic Council Director Hassett: Overall inflation data was disappointing.
3. Fed's Goolsby: September inflation was disappointing, but more data is needed before raising rates.
4. Fed Governor Bowman: Currently, he does not believe the Fed needs to rush into further interest rate adjustments.
5. Fed's Daly: Rate hikes may be necessary, but not imminent.
6. US President Trump: The Fed is deliberately keeping rates too high.
7. "Fed mouthpiece": Higher-than-expected inflation further supports another Fed rate hike this year.
8. Citi: Expects a Fed rate hike in December; still expects a Fed rate cut in 2027.
9. Bank of America: Expects three Fed rate hikes by June 2027.
10. Federal Reserve Beige Book: High oil prices impact 12 districts across the US; businesses expect further price increases.
11. US Treasury to repurchase up to $6 billion in long-term bonds on Thursday.
Euro:
1. ECB Presidential candidate Knot: The central bank may need to adopt an appropriate hawkish stance.
2. ECB Governing Council member Pereira: If inflation begins to spread, the central bank will be forced to take action.
3. ECB Governing Council member Koch: The ECB is not yet at the stage of discussing bond market intervention tools.
4. ECB Governing Council member Simkus: More data will be available at the December meeting, but the possibility of action in October cannot be ruled out.
Pound Sterling:
1. UK Chancellor of the Exchequer Healy: The deficit reduction plan will be maintained in the budget on October 28.
2. UK GDP unexpectedly grew by 0.1% in August, better than market expectations, a positive development ahead of the fiscal budget.
Yen:
1. International Monetary Fund: Maintained its 2026 GDP growth forecast for Japan at 0.7%.
2. Bank of Japan board member Junko Koeda stated that there should be no excessive caution regarding interest rate hikes, hinting at a possible rate increase in the coming months.
3. Japanese Finance Minister Satsuki Katayama: If necessary, Japan will not hesitate to take action in the foreign exchange market.
South Korean Won:
1. International Monetary Fund: Raised its 2026 GDP growth forecast for South Korea from 1.9% to 3.3%.
Other:
1. The Philippine peso fell below 63 against the US dollar for the first time.
2. The Governor of the Central Bank of the UAE expects GDP growth of 10% in 2027.
3. A survey by the Central Bank of Russia: The average benchmark interest rate is expected to be 14.6% in 2026 (previously 14.5%).
4. The Chief Economist of the Reserve Bank of New Zealand: The next interest rate decision will be "fully open," with a rate increase being the most likely outcome.
5. The IMF raised its 2026 economic growth forecast for the Asia-Pacific region from 4.4% to 4.8%.
