US Dollar:
1. US inflation accelerated in September, fueling expectations of a December rate hike by the Federal Reserve.
2. US third-quarter economic growth reached 3.4%, exceeding market expectations.
3. US President Trump: From a GDP perspective, this is a good morning.
4. White House National Economic Council Director Hassett: GDP growth is moving towards 4%. If October inflation is indeed high, the Federal Reserve may take action.
Euro:
1. The European Central Bank kept interest rates unchanged, and financing conditions have tightened somewhat.
2. ECB President Lagarde will step down early on February 7, 2027.
3. The Eurozone's October economic sentiment index was 96.9, below the expected 97.5 and the previous value of 97.9.
Other:
1. Reuters poll: Bullish positions on the South Korean won rose to a six-week high.
2. The Russia-Ukraine conflict impacted the economy, and the Central Bank of Ukraine raised interest rates by 50 basis points.
3. Reuters poll: Bearish bets on the Indonesian rupiah rise to their highest level since early July.
4. Reuters poll: Brief commentary on the Philippine peso's mid-September high.
5. Central Bank of Azerbaijan: Azerbaijan's strategic foreign exchange reserves increased by $4.3 billion to $89.4 billion (from $85.1 billion at the beginning of the year).
6. Bank of Japan Decision—① The Bank of Japan agreed by an 8-1 vote to maintain the interest rate at 1.25%. ② The Bank of Japan accelerated the sale of ETFs, increasing the annual sales volume to 860 billion yen. ③ The Bank of Japan raised its core CPI forecast for next year and its GDP growth forecast for this year. ④ Kazuo Ueda: Core CPI inflation is generally in line with the 2% price stability target, but the Bank of Japan has not yet declared that it has achieved its inflation target, as it is important that inflation remains stable and sustainable around 2%.
