US Dollar: 1. US initial jobless claims fell to a 57-year low last week. 2. Fed's Williams: Another rate hike before the end of the year is reasonable. 3. Fed's Paulson: The Fed may need to raise rates again to reduce inflation. 4. US Treasury yi

2026-09-25

US Dollar: 1. US initial jobless claims fell to a 57-year low last week. 2. Fed's Williams: Another rate hike before the end of the year is reasonable. 3. Fed's Paulson: The Fed may need to raise rates again to reduce inflation. 4. US Treasury yields rose across the board, with the 10-year yield hitting a new high since 2007 and the 30-year yield rising to a new high since 2004. Euro: 1. ECB Governing Council member Radev: Rate hikes do not mean we are on the predetermined path. 2. ECB Executive Board member Schnabel will step down early and join the IMF. 3. Eurozone bond sell-off intensifies, yields rise to multi-year highs. 4. Bank of America expects the ECB to raise rates in December 2026. 5. ING: The euro's decline below $1.14 may be excessive. Pound Sterling: 1. Bank of England's Dingella: Winter performance will be key to assessing UK inflation risks. 2. Bank of England Deputy Governor: The possibility of further interest rate hikes increases if energy prices remain high. 3. British MPs will review whether the Bank of England's mandate remains "appropriate." Japanese Yen: 1. Japanese cabinet officials say the "Abenomics era" is over. 2. Trump expressed concerns about a weaker yen to Sanae Takashi; Japan and the US will maintain communication on exchange rates. 3. Goldman Sachs turns bullish on the yen: Expects it to rise to 150 in the next 12 months, supported by capital inflows and the Bank of Japan's interest rate hike. Other: 1. The Norwegian central bank raised interest rates by 25 basis points, pushing the Norwegian krone to a one-week high. 2. Swiss National Bank President Schlegel: We do not provide forward guidance; we will assess the situation based on data in December.