Bank of America Global Research: Expect the Bank of Japan to raise interest rates by 25 basis points in April

European Central Bank: The digital euro goes live in July 2029, with strong legislative momentum

The European Central Bank plans to officially issue a digital euro in July 2029, and has already reached consensus on legislation. The digital euro is intended to strengthen financial sovereignty and reduce reliance on the U.S. payment system. Completing legislation by the end of 2026 will drive a 12-month pilot in 2027.

Chicago Fed Chair: Oil price shocks are pushing up inflation expectations, and the timing is concerning

Goolsbee said that with the economy impacted by the shock from oil prices and inflation not yet having eased, rising oil prices could further worsen inflation expectations, bringing greater difficulties and slowing hiring. Companies are facing uncertainty.

Federal Reserve Logan: Supports keeping interest rates unchanged at the most recent FOMC meeting

Gate News, April 2, the Federal Reserve’s Logan said she supports the Federal Reserve maintaining interest rates unchanged at its recent FOMC meeting. She noted that the labor market has been moving toward stability from the second half of 2025 to this year.

Federal Reserve Logan: The balance sheet can be further reduced by adjusting regulatory requirements

Dallas Fed Chair Logan outlined several paths for the Federal Reserve to reduce its balance sheet, emphasized the effectiveness of the current liquidity management framework, and noted that regulatory adjustments can encourage banks to lower their reserve levels. She criticized that some liquidity rules have failed to improve safety and said that reserves could be used more efficiently.

IMF: The Federal Reserve has limited room to cut rates in 2026 and is expected to have only one rate-cut opportunity during the year

The International Monetary Fund said in its annual assessment report that although U.S. inflation is expected to fall to the 2% target in the second half of 2026, the room for rate cuts this year is extremely limited—at most there may be one opportunity for a rate cut by the end of 2026. This will need to take into account changes in the labor market and the impact of commodity prices.

Should Bitcoin and stablecoins be included in foreign exchange reserves? Yang Chin-lung: The central bank’s stance will not change, but time and circumstances will.

Legislator Ko Ru-jun proposed including Bitcoin and stablecoins in Taiwan’s foreign exchange reserves, believing their advantages are especially evident in extreme situations. Central Bank Governor Yang Chin-lung responded that, although his stance remains unchanged, he will continuously evaluate new developments. Globally, central banks generally adopt a conservative approach, believing that Bitcoin is not suitable as a reserve asset, and Taiwan’s progress in this area is unlikely to be realized in the short term.