US Dollar:
1. JPMorgan Chase CEO Jamie Dimon: The US economy is booming. US inflation has persisted for five years and shows no signs of abating.
2. The New York Stock Exchange launches extended trading hours for US stock options.
3. White House National Economic Council Director Hassett: Inflation appears to be resurfacing and measures are still needed to address it.
Pound Sterling:
1. The UK Chancellor of the Exchequer is reportedly abandoning a capital gains tax increase and plans to instead raise taxes on banks to fill the fiscal gap.
Euro:
1. UBS: Expects the European Central Bank to raise interest rates by 25 basis points in March 2027, following its December rate hike. Previous forecasts indicated the current rate hike cycle would end in December.
Japanese Yen:
1. Japanese Finance Minister Satsuki Katayama: While focusing on fiscal sustainability, measures will be considered to ensure stable funding sources.
2. Japanese Minister of Economy, Trade and Industry Minoru Jonouchi: If the schedule allows, he hopes to attend the Bank of Japan's policy meeting this month.
3. Japanese Prime Minister Sanae Takaichi stated that Japan will not fund the food sales tax cut by issuing deficit bonds.
Korean Won:
1. South Korean President Lee Jae-myung: Necessary measures will be taken to normalize the stock market. A correction is inevitable after a significant rise in the stock market. The South Korean stock market is undervalued.
Other:
1. Pan Gongsheng, Governor of the People's Bank of China: A liquidity support tool for large-scale redemptions by non-bank institutions will be launched. The People's Bank of China will study switching the maturity of its main open market operations to overnight at an opportune time.
2. China's October LPR quotes are released: 1-year and 5-year-plus rates remain unchanged.
3. People's Bank of China: The targets of repurchase operations by overseas central banks will be included in foreign RMB business clearing banks, and the operational elements will be implemented in accordance with the existing repurchase tools for overseas central banks.
4. According to a Reuters survey: 15 out of 29 economists expect the Indonesian central bank to maintain its 7-day reverse repurchase rate at 5.75% on October 21. 1. Of 22 economists surveyed, 15 predict that Indonesia's central bank's 7-day reverse repo rate will reach or exceed 6.00% by the end of 2026.
5. Swap market data shows that the probability of the Bank of Canada raising interest rates in October has fallen from 74% before the inflation data release to 68%.
6. According to a Reuters poll, all 20 analysts surveyed expect the Russian central bank to maintain its key interest rate at 14% at its monetary policy meeting on October 23.
7. The Reserve Bank of India is tightening its scrutiny of overseas investment as the Indian rupee weakens.
8. A Bank of Canada survey shows that 5-year inflation expectations have risen to 3.91% from 3.39% in the second quarter.
