Bank of Japan Governor Kazuo Ueda said that real interest rates are expected to remain significantly low, and loose monetary conditions will support the economy.
Yuxuan Tang, global market strategist at JPMorgan Private Bank, said all eyes now turn to the press conference of Kazuo Ueda, governor of the Bank of Japan. We will be closely watching his remarks on real interest rates, which are still deeply negative, and what this means for the future policy path. His outlook for the upcoming "Chun Doo" wage negotiations is also crucial. The outcome of Chun Doo will largely determine the timing of the next rate hike move. The Bank of Japan is taking a cautiou...
The U.S. interest rate futures market pricing shows that the Federal Reserve is expected to cut interest rates by 62 basis points next year after the release of CPI data.
Charu Chanana, chief investment strategist at Saxo Group, said that the market will see this week as a small "reset" of the US macro narrative, with employment and inflation data to be released in a narrow window that could quickly reprice interest rates. The Federal Reserve cut interest rates last week and expects another cut in 2026, but the market expects at least two more cuts next year. "If the data is mixed or slightly weaker than expected, then the narrative of a soft landing will hold...
President Trump: A new chairperson of the Federal Reserve will be selected soon, and the new Fed chairperson may be inclined to push interest rates down. Inflation is completely contained, and we don't want deflation. Deflation is worse than inflation in many ways.
Mr. Goolsbee of the Federal Reserve signalled that he remained uneasy about cutting interest rates again at the Fed's December meeting. Mr. Goolsbee said on Thursday that the fall in inflation "seems to have stalled, and even warns that it is going in the wrong direction. So that makes me a little uneasy." A growing number of policymakers are expressing concern about cutting interest rates too much while inflation remains high....
With UK government bonds leading the way, US Treasuries recovered some of last week's losses. Despite an early setback in the corporate bond market at the start of the week, Amazon issued $12 billion in dollar-denominated bonds (its first dollar bond offering since 2022)...
The US economy may be experiencing a slowdown in demand while tariff-related inflationary pressures remain under control, San Francisco Federal Reserve President Daly said, warning that the Fed could hurt the economy if it keeps interest rates too high for too long.
The Reserve Bank of Australia will announce its interest rate decision in ten minutes.
On November 1st, according to the Wall Street Journal, on Friday local time, four Federal Reserve officials expressed their concerns about the possibility of interest rate cuts this week and again in December in different forms, which explains why Federal Reserve Chairperson Powell said in the post-decision conference that the December interest rate cut is not "DingTalk on the board". In Wednesday's meeting, only Kansas City Federal Reserve President Schmid voted against the decision to cut inte...