Indian government report: Stock market correction risks and geopolitical developments may have a potential impact on investment sentiment in the second half of fiscal 2024.

Morgan Stanley: The Bank of England is expected to start cutting interest rates in May 2024, with interest rates expected to be 4% by the end of 2024.

Morgan Stanley expects the Bank of England to keep interest rates unchanged at 5.25% for the rest of the year.

Source: A second cargo ship has left the Ukrainian Black Sea port of Chornomorsk after loading grain.

Barclays: Lowered its Bank of England terminal interest rate forecast to 5.25% from 5.5% previously; it expects the Bank of England interest rate to remain at 5.25% until mid-2024.

The Deputy Prime Minister of Malaysia will visit India from September 24 to 28.

BNP Paribas: The Bank of England is expected to cut interest rates one less time in the second quarter of 2024, but it still expects interest rates to reach 4.00% in 2024.

BNP Paribas lowered its Bank of England terminal interest rate forecast to 5.25% from 5.50%.

Market news: Thailand’s tourist arrivals in August were 2.47 million.

TD Securities: Japanese intervention will push the USD/JPY exchange rate down to the support level of 146.5.

Market news: India will start construction of a microchip factory in Gujarat on Saturday.

The U.S. dollar fell 0.3% against the Indian rupee USD/INR.

The yield on 20-year Japanese government bonds fell 2 basis points to 1.435%; the yield on 30-year Japanese government bonds fell 0.5 basis points to 1.680%.

The yield on the 5-year Japanese government bond remained unchanged at 0.305%.

The yield on 2-year Japanese government bonds rose 0.5 basis points to 0.035%.

US hedge fund manager Bill Ackman: We believe long-term interest rates will rise further; we continue to short bonds by holding swaptions.

US hedge fund manager Bill Ackman: The long-term inflation rate in the United States will not return to 2%.

Bank of Japan: After the core consumer price index slowed, it is expected to accelerate to some extent.

Bank of Japan: Inflation expectations show signs of accelerating again.

Bank of Japan: Need to pay attention to developments in the foreign exchange market.