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26 Aug 2022

Market Wire: US Consumer Spending and Inflation Measures Decelerate On Dropping Gas Prices, Dollar Ticks Lower

American households slowed spending last month as falling gasoline prices helped offset an increase in services outlays – and the Federal Reserve’s preferred inflation measure rose by less than expected. Data released by the Bureau of Economic Analysis this morning showed inflation-adjusted household outlays climbing 0.2 percent in July – roughly corresponding with a previously-reported flatlining in retail sales. A $33.3 billion increase in spending on services was partly offset by a $9.6 billion drop in spending on goods, with energy costs dragging the number down. In unadjusted terms, personal income rose 0.2 percent month-over-month, led by a solid 0.8...

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Market Briefing: Dollar Slips as Traders Prepare for One Last Summer Squall

Across the financial markets, traders are battening down the hatches in preparation for a stormy reaction to Federal Reserve Chair Jerome Powell’s speech in Jackson Hole later this morning. Ten-year Treasury yields are up, equity indices are returning some of yesterday’s gains. The dollar is trading on a slightly weaker footing – up against the pound and the Mexican peso, down against the euro, yen, yuan, and loonie. Traders think Powell will reiterate a data-dependent policy stance, leaving expectations for the September meeting essentially unmoved. Although the Fed chair’s thoughts on current economic conditions will be carefully analyzed, there will...

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