Federal Reserve official Waller receives recognition from Buffett, U.S. June PPI growth slows. The European Central Bank focuses on energy prices and the situation in the Middle East, while the German Chancellor expresses concerns about the impact of U.S. tariffs. The resilience of the UK economy exceeds expectations, with the market betting on a new Chancellor of the Exchequer. Japanese households expect rising prices, and central bank officials warn of inflation risks. The Bank of Korea raises interest rates for the first time in three and a half years and considers using foreign exchange funds to support SK Hynix

US Dollar:

1. Buffett: Walsh is a "good candidate" for the position of Federal Reserve Chairman.

2. US June PPI growth slows, core indicators show a decline in growth rate.

3. Federal Reserve - Walsh: Recent inflation data does not perfectly reflect underlying inflation conditions. Unsatisfied with any current inflation indicators, looking for new monitoring tools. Williams: There are already signs that inflation may have peaked and could gradually decline over the next few quarters. Cook: It is wise to wait for inflation to slow down for a while, but if it does not slow down quickly, we are ready to take action. Beige Book: Economic activity grew at a slight to moderate pace in 11 out of 12 districts.

Euro:

1. European Central Bank - Nagel: Closely monitoring energy prices; the situation in the Middle East adds uncertainty to inflation. Panetta: Eurozone inflation is currently hovering around 3%.

2. German Chancellor Merz: US tariff policy is dragging down Germany's economic reform process. (Regarding the next European Central Bank President) There is no need to make a decision in the short term; ECB President Lagarde has performed excellently.

Pound Sterling:

1. The UK economy reversed its decline in May, showing resilience stronger than expected.

2. The market bets on Mahmoud becoming the UK Chancellor, pushing the pound index to a one-year high.

3. OECD: The UK economy is expected to grow by 0.9% in 2026 and by 1.1% in 2027. The risks to the UK economy remain tilted to the downside.

Yen:

1. Over 90% of Japanese households expect prices to rise in the coming year.

2. Japan's Finance Minister reiterated encouragement for the Japanese government pension investment fund to increase holdings in domestic assets.

3. Japanese Prime Minister Kishida Fumio: Committed to achieving strong economic growth while assessing fiscal sustainability. Exchange rates and interest rates are influenced by various factors.

4. Senior officials at the Bank of Japan: In the current environment of high inflation risks, delaying adjustments to stimulus measures may cause these risks to materialize and trigger future economic downturns.

Won:

1. South Korea's Ministry of Finance: The South Korean Finance Minister will hold a market meeting on Thursday afternoon.

2. South Korea is considering using its foreign exchange fund to absorb the US dollars raised by SK Hynix ADR.

3. The Financial Supervisory Service of South Korea assesses interest rate hike risks and calls for measures to ensure corporate financing.

4. The Bank of Korea raised interest rates for the first time in three and a half years. The Bank of Korea stated it will maintain its rate hike stance in the future. Bank of Korea Governor Lee Ju-yeol: May revise growth forecasts upward in August. Need to monitor the impact of the narrowing US-Korea interest rate differential on the foreign exchange market.

Others:

1. Poland's Ministry of Finance: As of the end of June, the foreign exchange account balance was €23.2 billion.

2. The Bank of Canada kept interest rates unchanged at 2.25%, maintaining its position for the sixth consecutive meeting, in line with market expectations.

3. Bank of Canada Governor Macklem: If oil prices rise again and drive inflation, consecutive rate hikes are expected to control inflation