金十数据
金十数据|11月 13, 2025 07:32
USD: 1 Trump signs bill to end longest government shutdown in US history. 2. Trump: The government shutdown has caused $1.5 trillion in losses, and it will take weeks or even months to truly calculate the overall impact of the losses. 3. White House: October non farm payroll and inflation data may never be released. The data from the Bureau of Labor Statistics for September will be released after the government reopens. 4. The US Treasury Secretary hinted that the issuance structure of treasury bond would be changed "gradually". 5. Reuters survey: 84 out of 105 economists believe that the Federal Reserve will cut interest rates by 25 basis points in December, and 52 believe that the Fed will lower the funds rate to 3.25% -3.50% in the first quarter of 2026. Out of 52 economists, 36 stated that employment growth in the United States is expected to remain largely unchanged since the government shutdown, while 16 believe it will be worse. 6. Federal Reserve: ① The US Supreme Court will hold an oral argument on January 21 next year regarding Trump's request to dismiss Federal Reserve Governor Cook. ② Atlanta Fed President Bostic unexpectedly announced his retirement in February next year, reiterating his hawkish stance hours later. The market is optimistic that he will be replaced by dovish candidates under Trump's leadership. ③ White House official Hassett: Hope the Federal Reserve will cut interest rates by 50BP, but it is expected to only cut by 25BP. If necessary, he will accept the position of Federal Reserve Chairman. ④ Williams: The time to restart bond purchases is getting closer and closer (SOMA manager also holds the same view), but this is only a technical measure. ⑤ Collins: The Federal Reserve is likely to maintain interest rates at current levels for a period of time. The labor market has not deteriorated, and before cutting interest rates, it is necessary to ensure that inflation can sustainably return to 2%. ⑥ Milan stated that the current policy is too tight and once again called for a rate cut. ⑦ Waller: The Federal Reserve will accelerate the launch of a risk customized payment account system. Euro: 1 European Central Bank: Rising interest rates may exacerbate perceived inequality. The increase in key interest rates has a greater impact on impoverished households. 2. ECB Managing Director Kocher: Given recent data, it is not impossible for the economic growth outlook to slightly improve. 3. European Central Bank Executive Schnabel: Interest rates are "absolutely" in a good state. The inflation risk is slightly inclined to rise. 4. French Central Bank Governor Villeroy: Due to the sustained resilience of the economy in dealing with political turmoil, the French Central Bank is likely to raise its economic growth forecast for the next two years. Japanese Yen: 1 Bank of Japan Governor Kazuo Ueda: Long term interest rates are determined by the market, and their trend reflects the market's expectations for short-term interest rates and term premiums. If there is an abnormally rapid increase in yield, market operations will be carried out. 2. Japanese Finance Minister Takayuki Katayama: Japanese government bonds are mainly held by domestic investors, so it is difficult to foresee Japan defaulting. 3. Japanese Prime Minister Hayao Takashi: The government will consider changing the primary balance target from being measured annually to being measured periodically over several years. Other: 1 The Zambian central bank has lowered the benchmark loan interest rate to 14.25%. The South African Finance Minister has lowered the inflation target to 3%. The South African Central Bank: While lowering its CPI target, it will also lower its CPI expectations. 3. With the accelerated withdrawal of global funds, the inflow of foreign capital into the Indonesian treasury bond market this year has been close to full repatriation. 4. Minutes of the Bank of Canada meeting: Members believe that potential inflation indicators will provide signals for overall inflation trends; The help of interest rate policy to the economy is approaching its limit. Mexican Central Bank Deputy Governor Mexia: The restrictive monetary policies of the past few years will continue to help reduce inflation.
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