1. Federal Reserve's Goolsby: There may be a need to raise interest rates.
2. Federal Reserve Governor Milan: If a second round of inflation and wage increases occur, interest rate hikes may be necessary, but he does not currently believe it is necessary to consider raising rates. He still expects four rate cuts in 2026. In my summary of economic projections, I have raised the year-end inflation dot plot to 2.7%, expecting overall inflation to rise.
3. Goldman Sachs has raised the probability of a US recession to 30%, and still expects the Federal Reserve to cut interest rates in September and December.
4. ECB Governing Council member Kazmir: If there is a risk that the inflation rate will remain above the target level for an extended period, we will not hesitate to take action.
5. European Commission: The trade agreement reached with Australia will eliminate tariffs on more than 99% of EU goods exports, saving EU companies €1 billion in tariffs annually.
6. ECB Governing Council member Vujicic: The ECB must remain vigilant in the face of the risk of stagflation.
7. Interest rate futures indicate the market is pricing in two 25-basis-point rate hikes by the Bank of England by the end of 2026, compared to Monday's expectation of four.
8. Rengo: Preliminary data from annual labor negotiations show Japanese companies have agreed to wage increases of over 5% for the third consecutive year.
9. Demand at the Japanese 40-year government bond auction was in line with the 12-month average.
10. Bank of Japan Governor Kazuo Ueda: Core inflation is expected to accelerate moderately.
11. Sources: South Korean pension funds are conducting strategic foreign exchange hedging operations.
