US Dollar:
1. US PPI and retail sales data both exceeded market expectations.
2. Fed's Goolsby: Inflation data was disappointing, but hope remains.
3. Fed's Hamak: Worsening inflation expectations may force the Fed to take more forceful action.
4. Fed Chairman Warsh: He stated he would not predict future interest rate decisions and did not reveal whether there would be another rate hike in October.
5. Fed Chairman Warsh: A special task force will hold hearings in November, focusing on the economic impact of AI.
Euro:
1. Lagarde's continued uncertainty about whether she will step down early has sparked discontent within the ECB.
2. Foreign media reports that the World Economic Forum may appoint Lagarde as its new president as early as November.
3. ECB Governing Council member Moulin: France could reduce its deficit to 3% within three years.
4. ECB Governing Council member Nagel: The possibility of another rate hike cannot be ruled out.
5. ECB Governing Council member Rehn: The current policy stance is working; more economic information will be available in December.
6. French Finance Minister: Bond market turmoil is forcing parties to accept fiscal consolidation; optimistic about the passage of the 2027 budget.
Pound Sterling:
1. Bank of England Deputy Governor Brident: Economic activity has not declined sharply; the labor market remains stable.
2. Reuters poll: UK GDP is expected to grow by 1.3% in 2026 and 1.2% in 2027 (compared to 1.1% and 1.2% in the September survey).
3. Reuters poll: Most economists expect the Bank of England to raise its benchmark interest rate to 4.00% on November 5th.
4. Bank of England Governor Bailey: The inflationary spillover effects of soaring energy prices are currently limited, but it is too early to draw conclusions.
Japanese Yen:
1. IMF predicts Japan's GDP may fall to 6th globally next year.
2. South Korea and Japan extend their $10 billion currency swap agreement to 2029.
3. Japanese Minister of Economy, Trade and Industry, Minoru Shirou: Short-term sharp fluctuations in the foreign exchange market should be avoided.
4. Japanese Finance Minister Satsuki Katayama: Unable to comment on whether additional budget is needed.
Other:
1. The Swedish central bank calls for a legislative framework for a digital krona.
2. The Reserve Bank of India clarifies the scope of restrictions on foreign exchange derivatives; market-making transactions are not subject to the new regulations.
3. MSCI assesses Indonesia's market classification and may remove it from emerging markets.
