US Dollar:
1. Barclays: Expects the Federal Reserve to raise interest rates by 25 basis points each in December and January, up from the previous forecast of a December hike.
2. Prices in several sectors in the US, including airfares, delivery services, and trucking, surged last month due to rising oil prices driven by overseas wars.
3. US Treasury Secretary Bessant: The US energy crisis continues; inflation will slow after the war ends.
Euro:
1. ECB President Lagarde: Bond sell-offs are dragging down economic growth and will suppress inflation.
2. ECB President Lagarde emphasized the importance of maintaining sound public finances.
3. ECB Governing Council member Nagel: The fight against inflation is not yet complete; it feels like we need to do more.
4. ECB Governing Council member Rehn: Be wary of a second round of inflation triggered by rising energy prices.
5. Demonstrations erupt in several European countries; more than 2,000 people arrested in France.
Pound Sterling:
1. Real estate website Rightmove stated that the UK housing market is showing signs of being affected by mortgage rates.
Japanese Yen:
1. Bank of Japan Governor: Underlying inflation is "very close" to the price target.
2. Bank of Japan Governor Kazuo Ueda: If the Bank of Japan fails to adjust policy rates in a timely manner, market concerns about the risk of inflation overshooting could push up long-term interest rates.
3. Japanese Prime Minister Sanae Takaichi denies that the yen's weakness and high interest rates are the cause.
4. The government led by Prime Minister Sanae Takaichi is attempting to alleviate persistent market concerns about its fiscal policy management by providing more information to foreign investors in English.
Korean Won:
1. South Korean Finance Minister: South Korean economic growth may exceed IMF expectations.
Others:
1. China's National Bureau of Statistics: GDP grew by 4.6% year-on-year in the first three quarters of 2026. The overall price level showed a moderate upward trend this year.
2. Reserve Bank of Australia Assistant Governor Kent: It is difficult to determine the neutral interest rate level; there is too much uncertainty.
3. Bank of Canada Governor Macklem: High oil prices have boosted investment in Canada. The risk of widespread inflation triggered by rising oil prices has increased.
4. International Monetary and Financial Committee statement: War and conflict continue to incur humanitarian and economic costs, as well as negative spillover effects. Central banks remain firmly committed to ensuring price stability.
5. The Bank of Italy raised its economic growth forecast, aligning with the Meloni government's expectations.
6. Swiss National Bank Governing Council member Chuding: Widening interest rate differentials contributed to the decline of the Swiss franc.
