US Dollar:
1. US labor costs rose moderately in the third quarter, but wage inflation pressures remain manageable.
2. The US Treasury raised a record $839 billion in Treasury bond auctions last week.
3. Federal Reserve's Barkin: Gradual interest rate adjustments are a viable approach.
4. JPMorgan Chase: Expects the US Treasury to maintain its guidance on Treasury bond auction size.
Pound Sterling:
1. The Bank of England is considering easing mortgage restrictions, opening the floodgates for high-risk lending.
2. Goldman Sachs: Expects the Bank of England to raise interest rates by 25 basis points in February 2027, bringing the terminal rate to 4.25%.
Euro:
1. A European Central Bank survey shows rising inflation expectations in the coming quarters.
2. ECB Governing Council members: ① Zigman: Interest rate hikes are possible as early as the next meeting. ② Nagel: The ECB will take decisive action to curb inflation if necessary. ③ Panetta: Further interest rate hikes may be necessary.
3. The ECB has asked EU leaders to begin searching for a successor to Chief Economist Lane. Japanese Yen:
1. Japanese Finance Minister Satsuki Katayama: Japan is prepared to take measures to stabilize the foreign exchange market and will act in accordance with existing agreements between the US and Japan.
2. Japanese Minister of Economy, Trade and Industry Minoru Jonouchi: Overcoming deflation requires "cautious judgment," and the supply-demand gap will be closely monitored.
3. Japan's manufacturing PMI shows steady economic expansion, but cost pressures persist.
4. Bank of Japan: Japan's real interest rates have recently risen.
Korean Won:
1. The settlement cycle in the South Korean securities market is expected to be shortened from three days to two days by 2028.
2. South Korean President Lee Jae-myung: Investment in AI will be expanded, with the budget for three major projects increasing to 21.3 trillion won.
Others:
1. The central banks of China and South Africa renewed their bilateral currency swap agreement.
2. With inflation remaining high, Australia is expected to raise interest rates for the fifth time this year.
3. People's Bank of China: China will continue to implement a moderately loose monetary policy and maintain ample liquidity.
