ECB's Holzmann: Disinflation is faster than expected

• Comments from Holzmann

BOE's Greene: I tend to favor a gradualist approach to cutting rates

• Comments from Greene

ECB's Lagarde: Can't jump to conclusion that inflation target is a done deal

• Comments from the ECB President on Bloomberg

ECB's Nagel says a dot plot system is not desirable

• Comments from the Bundesbank President

ECB's Knot: Falling interest rates should ease debt burdens

• Comments from Knot

Helicopter money keeping NZDUSD downside muted

ECB's Centeno: Data will tell us if larger rate cuts are needed

• The ECB still not ready to go full-dovish

BOJ Executive Director Kato - not targeting FX levels

• USD/JPY has stopped its riose just under 151.00

Federal Reserve Bank of Philadelphia President Patrick Harker speaks on Tuesday

• Not sure this will have comments on the economy or policy

Risk sentiment sours as US-China tensions rise

European Central Bank President Lagarde speaks twice on Tuesday, Lane *2 also

• Lane is ECB Chief Economist

Bank of England Governor Andrew Bailey speaking Tuesday, Greene and Breeden also

• Listen for comments on the pace of cuts to come. Sooner rather than later seems likely.

Eurozone Rate Cuts Forecast: Franklin Templeton

• Franklin Templeton predicts additional ECB rate cuts in light of weak economic data and inflation below target, with European fixed income emerging as an attractive option in the face of anticipated easing measures.

Can we hold sentiment trades overnight?

PBOC sets USD/ CNY reference rate for today at 7.1223 (vs. estimate at 7.1229)

• PBOC CNY reference rate setting for the trading session ahead.

China's Loan Prime Rate (LPR) cuts on Monday - is the glass half full, or half empty?

• China lowers loan rates, signaling economic support. But will it solve weak demand issues? Fiscal moves may be needed.

PBOC is expected to set the USD/CNY reference rate at 7.1229 – Reuters estimate

• PBOC CNY reference rate setting for the trading session ahead.

How real interest rates impact gold prices

ECB Rate Cut Impact Analysis: Inflation Concerns Forward, Policy Tightening Ahead

• PIMCO's take on the recent ECB rate cut highlights inflation risks influencing future policy decisions, with expectations of another rate cut in December and a predicted terminal rate of 1.85% by 2024.

Fed's Daly says the recent rate cut was a 'close call'

• Really?

Fed's Schmid: Very strong commitment at the Fed for 2% inflation

• Federal Reserve Bank of Kansas City President Jeffrey Schmid

Bailey comments & stronger DXY weigh on GBPUSD

Fed's Schmid calls for cautious, gradual, deliberate approach to rate cuts

• Says current policy is not very restrictive

Apollo's Slok says increasing chance Fed rates hold in November - 10 tailwinds for economy

• "Bottom line is that the expansion continues" - no landing

Economic calendar in Asia Tuesday, October 22, 2024 - Fed's Schmidt and Daly both speaking

• Apart from Fed speakers, New Zealand trade data