Federal Reserve Governor Waller: We do not expect to see any more significant tariff increases.

Federal Reserve's Bostic: Given the complexity of the current situation, it would be surprising if there were a consensus within the Federal Reserve.

US Dollar: 1. Ken Griffin, founder of Citadel Investments: It's important for the White House to maintain distance from the Federal Reserve. 2. Hassett, Director of the White House National Economic Council: Trump is disappointed with the partisan stance shown by the Federal Reserve. 3. US Treasury Secretary Bessant: Speculation suggests the Federal Reserve Chair nominee will be announced in early January. 4. US seasonally adjusted non-farm payrolls rose 64,000 in November, higher than expected. October's non-farm payrolls fell by 105,000 month-on-month, compared to market expectations of a 25,000 decline. The US unemployment rate reached 4.6% in November, a four-year high. 5. ADP Weekly Employment Report: In the four weeks ending November 29, private sector employers added an average of 16,250 jobs per week. 6. Federal Reserve – ① Bessant: Speculation suggests the Federal Reserve Chair nominee will be announced in early January. ② US media: Waller will be interviewed by Trump on Wednesday. Following the report, the market's prediction that Waller's probability of becoming a Federal Reserve Chair candidate rose to 15%. ③ Bostic (near retirement): He hoped to keep interest rates unchanged in December and did not include any rate cuts in his forecasts for next year. Euro: 1. Germany's preliminary December manufacturing PMI came in at 47.7, a 10-month low. 2. The Eurozone's preliminary December manufacturing PMI came in at 49.2, an 8-month low. Pound Sterling: 1. The UK unemployment rate climbed to a near 5-year high, clearing the way for a Bank of England rate cut. 2. The UK's preliminary December manufacturing PMI came in at 51.2, a 15-month high. Yen: 1. According to Kyodo News, Japan's draft budget for fiscal year 2026 is expected to exceed 120 trillion yen in total spending. 2. The head of the Japan Auto Workers' Union is concerned that a Bank of Japan rate hike could hinder wage growth. Other: 1. The Central Bank of Brazil: Economic activity continues to slow gradually, current inflation levels are declining, and the downward trend in inflation expectations continues. 2. The Central Bank of Chile lowered its benchmark interest rate from 4.75% to 4.5%. 3. The Governor of the Reserve Bank of India stated that interest rates will remain low for an extended period. 4. The South Korean won fell to its lowest level in more than eight months amid foreign capital selling off South Korean stocks and stable demand for the US dollar. 5. The Reserve Bank of India intervened in the foreign exchange market by selling US dollars, causing the rupee to rise by about 1%, its largest gain in seven months. 6. The Bank of Korea stated that if the won continues to weaken against the US dollar, inflation in 2026 may exceed expectations.