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USD: 1 According to a Reuters survey, 30 out of 41 strategists stated that their US dollar holdings will remain stable or their net short positions will increase by the end of October. 2. Fitch Ratings: The US government shutdown will not have an impact on the US' AA+/Stable 'sovereign rating in the short term. 3. The US Senate has once again rejected the temporary funding bills proposed by both parties. 4. Trump: The Republican Party must take advantage of the Democratic Party's forced government shutdown to clean up redundancy, waste, and fraud. It can save billions of dollars. Main non US currencies: 1 Bank of England Monetary Policy Committee member Mann: More inclined to maintain interest rates unchanged for a longer period of time. Bank of England Governor Bailey: In the future, any stablecoin widely used in the UK should be able to be connected to the Bank of England account to consolidate its monetary position. According to a Reuters survey, the euro to dollar exchange rate is expected to be 1.20 in six months and 1.21 in one year (with September forecasts of 1.19 and 1.20, respectively). 4. Bank of Japan Deputy Governor Masaichi Uchida: If the economic and price trends meet expectations, the Bank of Japan is expected to continue raising interest rates. We need to closely monitor the impact of global trade policies on the economy, finance, and foreign exchange markets. Other: 1 The Bank of Spain has approved an increase in the proportion of countercyclical capital buffers to 1.0%. 2. Minutes of the Bank of Canada meeting: Benchmark forecasts for the economy and inflation are expected to be released in October. 3. The Central Bank of Kazakhstan plans to sell $600 million to $700 million from the national fund in October. 4. Deputy Finance Minister of Thailand: If the US government is shut down for a long time, the Bank of Thailand must be prepared to use tools at any time to maintain exchange rate stability. 5. Reuters survey: Short bets on Indonesian rupiah and Indian rupee reach highest levels since early 2025; Investors remain bullish on the Thai baht and have turned bearish on the Korean won and Philippine peso.

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