US Dollar:
1. US initial jobless claims rose more than expected due to severe weather.
2. Planned layoffs in the US surged in January, reaching the highest monthly level in 17 years.
3. US Senator Warren demanded that Bessant terminate the $20 billion US-Arab States swap agreement.
4. US JOLTs job openings in December totaled 6.542 million, the lowest since September 2020.
Euro:
1. Reports indicate that France plans to discuss the risks of euro appreciation at the EU summit.
2. ECB Governing Council member Eskres: There is always room for adjustment in monetary policy.
3. ECB Governing Council member Villeroy: The ECB has no foreign exchange target, but it is important to market activity.
4. Sources: The ECB will announce a new repurchase agreement framework next week, aimed at enhancing the euro's global influence.
5. The ECB kept its three key interest rates unchanged, in line with market expectations. ECB President Lagarde: The euro exchange rate remains within its average range. The impact of euro appreciation has been incorporated into our baseline scenario. A stronger euro could push inflation further below target.
Pound Sterling:
1. The Bank of England held interest rates steady by a narrow margin and lowered its economic growth forecast.
2. Bank of England Governor Bailey: If all goes well, there should be room for further interest rate cuts this year. A 50/50 bet on a March rate cut is "not too bad."
Yen Yen:
1. Bank of Japan board member Yi Yuan: No specific pace of rate hikes considered.
2. Bank of Japan board member Kazuyuki Masu: It is necessary to further raise the benchmark interest rate to complete the policy normalization process.
Others:
1. Moody's downgraded Indonesia's rating outlook to negative.
2. The Reserve Bank of India kept its benchmark interest rate unchanged at 5.25%, in line with market expectations.
3. Polish central bank official Wnorowski: The possibility of a March rate cut seems "quite high."
4. The People's Bank of China's reverse repurchase operations resulted in a net withdrawal of 146 billion yuan on the day, and a net withdrawal of 756 billion yuan this week.
5. The Bank of Mexico kept its benchmark interest rate unchanged at 7.00%, in line with market expectations. The bank expects overall inflation to converge to its target level in the second quarter of 2027.
6. A Reuters poll predicts the Canadian dollar will rise 1.3% to 1.35 against the US dollar over the next 12 months and fall 0.9% to 1.38 over the next three months (both unchanged from the January survey).
7. Bank of Canada Governor Macklem stated: "If we believe the weakness is entirely cyclical, we are likely capable of providing more monetary policy stimulus. Part of the weakness is structural, meaning that if we cut rates too much, it will fuel inflation in the future."
