1. Warsh declined to provide clear guidance on the December interest rate path, but the market remains highly betting on a rate hike. 2. 800 billion yuan of new policy-based financial instruments have been deployed. 3. The People's Bank of China: A

2026-10-29

1. Warsh declined to provide clear guidance on the December interest rate path, but the market remains highly betting on a rate hike. 2. 800 billion yuan of new policy-based financial instruments have been deployed. 3. The People's Bank of China: At the end of the third quarter, the outstanding balance of RMB loans from financial institutions increased by 4.8% year-on-year. 4. CICC received approval for an 80 billion yuan bond registration quota in August, with the eighth issuance not exceeding 6 billion yuan. 5. The Federal Reserve kept interest rates unchanged, but two officials advocated for another rate hike. 6. Warsh: Credit conditions have tightened somewhat, but he declined to call it a tightening. 7. The Federal Reserve kept interest rates unchanged, and bond traders expect a 90% probability of a rate hike in December. 8. "New Bond King" Gundlach urged the Federal Reserve: What are you waiting for? It's time to raise rates. 9. JPMorgan Chase: The US Treasury is expected to become increasingly reliant on short-term borrowing. 10. The UK Debt Management Office lowered its forecast for the issuance of long-term UK government bonds in the 2026-2027 fiscal year. 11. Banks have reportedly shelved the issuance of U.S. Texas data center bonds related to Anthropic.