韩国金融委员会（FSC）委员长Lee Eog-weon接受电视采访时表示，韩国已准备好在必要时随时采取先 发制人的措施来稳定金融市场。Lee表示，对债券收益率上升和汇率波动保持警惕，并称韩国金融体系 的稳健性及其应对危机的能力没有重大问题。由于韩元持续疲软引发对通胀的担忧，韩国央行 周五 宣 布旨在增加在岸外汇市场美元供应的 临时措施 。 责任编辑：王永生 韩国金融委员会（FSC）委员长Lee Eog-weon接受电视采访时表示，韩国已准备好在必要时随时采取先 发制人的措施来稳定金融市场。Lee表示，对债券收益率上升和汇率波动保持警惕，并称韩国金融体系 的稳健性及其应对危机的能力没有重大问题。由于韩元持续疲软引发对通胀的担忧，韩国央行 周五 宣 布旨在增加在岸外汇市场美元供应的 临时措施 。 责任编辑：王永生 ...

美国《纽约时报》发表了特约评论员杰森·弗曼的文章，他曾于2013年至2017年担任白宫经济顾问委员 会主席。在文章里，弗曼对美联储近期降息决议出现三票反对，创 2019年以来新高，近半年反对票均 值为1990年以来四倍，理事会反对票更是打破2005—2024年零反对纪录等等现象做分析，阐释了美联储 决策的多元化、民主化趋势更加显著，决策模式更加健康，主席"一家独大"的引领模式即将成为过去 式，表明美联储机构发展的新动向。 凤凰网"天下事"编译《纽约时报》专栏文章如下： 在美联储工作绝非博取头条的良策。主席——任期将于2026年五月届满的杰罗姆·鲍威尔——虽备受瞩 目，但投票委员会其余11名成员却常被忽视。然而近期，他们开始显露不满。上周美联储决定降息时， 投票出现三票反对，创下2019年以来最高纪录。 从许多方面来看，这是个积极的发展，但它将要求重新思考美联储的运作方式及其对经济的影响机制。 美联储在技术分析领域造诣深厚，其履职过程远比华盛顿其他经济政策制定机构缺少政治化色彩。与最 高法院大法官不同，美联储官员往往频繁更新观点，其决策依据更多基于经济周期而非选举周期。 美国经济如同一个庞大复杂、充满活力又矛盾 ...

新闻速递 惠誉维持匈牙利BBB信用评级，但将展望由稳定下调至负面。此次展望调整源于公共财政状况显著恶化，反映出该国为2026年议会选举采取的 财政措施。该机构预测赤字率将从今年的5%扩大至2026年的5.6%，远超6月预期，且不排除"2026年初采取临时性财政宽松措施"的可能性。债 务占GDP比重将从2024年的73.5%攀升至2027年末的74.6%。惠誉指出，匈牙利相较同类国家（包括人均GDP）的强劲结构性指标支撑其BBB 评级，但需权衡高公共债务、非常规经济政策、以及对外部冲击（包括俄罗斯能源供应中断风险）的高暴露度等因素。预计2023-2025年经济 增长将基本持平，明年有望回升至2.3%。通胀率在4.5%-3.5%-4.4%的波动区间暗示央行存在超调风险。惠誉预计政策利率将从当前6.5%降至 2026年底的6%。 标普全球英国11月就业报告显示招聘活动持续萎缩。永久性职位空缺连续第五个月下降，但降幅有所收窄。临时工薪酬小幅下降。永久职位薪 资虽有所增长，但因劳动力供应激增且岗位竞争激烈，涨幅处于历史低位。受访者指出当前环境仍复杂多变，并补充称预算案公布前的紧张情 绪导致临时招聘在10月增长后再度回落 ...

Core Points - The scale of the Federal Reserve's overnight reverse repurchase agreement (RRP) usage on Monday, November 24, was $10.77 billion, with only seven counterparties participating [1] - This represents a decrease from the previous trading day's RRP usage of $25.03 billion [1]

Core Points - The scale of the Federal Reserve's overnight reverse repurchase agreement (RRP) usage reached $71.52 billion on November 10, compared to $49.03 billion in the previous trading day [1] Summary by Category Federal Reserve Operations - The overnight RRP usage indicates a significant increase, rising by approximately $22.49 billion from the previous day [1]

Core Viewpoint - The Bank of Japan (BOJ) plans to sell approximately 3.3 trillion yen worth of ETFs annually, indicating a commitment to tightening monetary policy despite not raising interest rates at the recent meeting. The current pace suggests it would take 113 years to completely divest its holdings [1] Group 1: Bank of Japan's Actions - The BOJ has held 37 trillion yen in ETFs, which represents 3.5% of the total market capitalization of the Tokyo Stock Exchange [1] - The BOJ began purchasing Japanese stocks significantly in 2013 to support Abenomics and ceased these purchases only at the beginning of the interest rate hike cycle in early 2024 [1] - At its peak in 2020, the BOJ's holdings accounted for nearly 6% of the total market capitalization of Japanese stocks, with the recent decline in share percentage attributed to the rise in Japanese stock prices over the past two years [1] Group 2: Market Impact - The BOJ is now one of the top shareholders in over 200 companies within the Nikkei 225 index, highlighting its significant influence on the Japanese stock market [1]

Group 1 - The Bank of England decided to maintain the interest rate at 4%, aligning with market expectations, amid growing concerns over inflation rebound [1] - The Monetary Policy Committee voted 7 to 2 to keep rates unchanged, with some members advocating for a 25 basis point cut [1] - The Bank of England announced a slowdown in quantitative tightening to £700 billion, which also met market expectations [1] Group 2 - The Bank of England's stance contrasts sharply with the Federal Reserve, which recently cut rates and is expected to continue doing so [1] - Following the interest rate announcement, traders maintained their bets on a further 6 basis point cut this year [1] - The Bank of England warned that future rate cuts will be "gradual and cautious," depending on the persistence of potential inflationary pressures [1] Group 3 - Recent official data showed that the August inflation rate was nearly double the Bank of England's 2% target, with signs of stabilization in the labor market [2] - There is a deep division within the Bank of England regarding how to respond to the new wave of inflation driven by energy and food costs [2] - Rising household inflation expectations are concerning some officials, as they fear it may lead to increased wage demands and further price hikes, creating a feedback loop [2]

Core Viewpoint - The Bank of Japan's report indicates that due to slowing economic growth, core inflation may stagnate but is expected to gradually accelerate thereafter [1] Economic Growth - Economic growth in Japan is currently experiencing a slowdown, which is impacting inflation trends [1] Inflation Trends - The report suggests that while core inflation may stagnate in the short term, there is an expectation for a gradual increase in inflation rates in the future [1]

Core Viewpoint - The Deputy Governor of the Bank of Japan, Shinichi Uchida, indicated that there will always be both upside and downside risks to the economic outlook [1] Group 1 - The Bank of Japan is closely monitoring the economic situation and potential risks that could impact its monetary policy [1] - Uchida emphasized the importance of being prepared for various scenarios in the economic landscape [1] - The statement reflects the central bank's cautious approach amid ongoing global economic uncertainties [1]

Group 1 - The core viewpoint is that the Bank of Japan's Deputy Governor Shinichi Uchida emphasizes the adoption of risk management approaches in policy decision-making [1]