三菱日联分析师：伊朗战争引发油价上涨或促部分央行加息，澳元受益明显

Federal Reserve Governor Bowman: May Only Cut Rates Three Times for Rest of Year

Federal Reserve Governor Michelle Bowman indicated that, given current conditions, the central bank might reduce interest rates only three times for the rest of the year.

Fed's Williams Signals Pause on Rate Changes, Says Monetary Policy in 'Good Position'

Federal Reserve official John Williams affirmed a steady monetary policy outlook, projecting 2% to 2.5% economic growth and stable unemployment around 4.25% to 4.5%. Inflation is expected to decrease from 2.75% to 3% in 2026 to 2% in 2027.

Bank of England governor warns: Global stablecoin standards are lagging, calls for a unified regulatory framework

Bank of England Governor Andrew Bailey said at an IIF event that the effective functioning of stablecoins depends on users’ confidence in full redemption mechanisms, calling for the development of international standards. The United States has meanwhile released the GENIUS Act, requiring stablecoin issuers to meet compliance requirements. In South Korea, Circle’s CEO said there are no plans to launch a won-pegged stablecoin, and that the company is currently watching local legislative debates.

Australian Dollar Hits 36-Year High Against Yen as US-Iran Ceasefire Hopes Boost Risk Appetite

The Australian dollar has reached a 30-year high against the Japanese yen, propelled by optimism over a US-Iran ceasefire and a global equity rally. The RBA's hawkish policy and positive links to equity markets enhance AUD's appeal, though risks remain due to potential volatility.

The central bank issues a digital currency report—does it directly refute Qu Bo? If Taiwan issues a CBDC, merchants generally cannot refuse to accept it

The central bank released a report stating that Taiwan’s CBDC development will follow a phased promotion strategy. In the short term, it is not urgent to issue retail CBDC; the focus is on wholesale CBDC and the infrastructure for asset tokenization. The central bank emphasized that CBDC will not increase the money supply and will have legal standing. As a rule, merchants may not refuse to accept it, in order to prevent the payment market from becoming overly dependent on the private sector.

U.S. Treasury Secretary Bessent: Fed Will Cut Rates Further; Oil Price Gains Not Translating to Inflation Expectations

U.S. Treasury Secretary Bessent indicated that the Federal Reserve may lower interest rates further, emphasizing that rising oil prices have not impacted inflation expectations, as they remain detached from broader economic price pressures.