1. US ADP employment report for April exceeded expectations, showing an increase of 109,000 jobs.
2. Federal Reserve's Goolsby: The impact of the Iran war is more like an inflationary shock.
3. Bank of Thailand Governor: Inflation will rise in the third quarter due to stimulus programs.
4. European Central Bank: Wage growth is expected to reach 2.6% in the third and fourth quarters of 2026.
5. ECB Executive Board member Cipollone: We are watching for signs of a potential de-anchoring of inflation expectations.
6. ECB Governing Council member Kochel: If the inflation situation does not improve, the ECB will consider raising interest rates in the coming months.
7. Federal Reserve's Mussalim: There are reasonable scenarios suggesting that interest rates need to remain stable for some time. Risks are shifting towards inflation.
8. Bank of Japan meeting minutes: One member stated that given that the policy rate is still far from neutral, falling behind on inflation risks would force the Bank of Japan to take rapid and significant monetary tightening measures.
