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30 Sep 2022

Market Wire: US Inflation Pressures Strengthen, Supporting Fed’s Hawkish Stance

American households kept spending last month and the Federal Reserve’s preferred inflation measure climbed by more than expected, lifting odds on more aggressive tightening from the world’s most powerful central bank. Data released by the Bureau of Economic Analysis this morning showed inflation-adjusted household outlays climbing 0.1 percent in August. A -0.489-percent drop in spending on goods was offset by a 0.849-percent increase on the services side, suggesting that falling gas prices are helping boost spending in other areas of the economy. In unadjusted terms, personal income rose 0.3 percent month-over-month, led by another solid 0.3 percent increase in private-sector...

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Market Briefing: Dollar Remains Strong Amid Quarter-End Rebalancing

The dollar is holding steady and Treasury yields are moving sideways as month- and quarter-end flows dominate price action in the foreign exchange markets. After an extraordinarily-tumultuous September, traders are betting the greenback’s safe haven attributes will remain in demand through early October, with other areas of the global economy suffering the repercussions of a rapid ramp in interest rates. The pound is trading above levels that prevailed before chancellor Kwasi Kwarteng unveiled his government’s tax and spending plans a week ago. The currency rallied this morning as the Bank of England bought long-term gilts and investors bet the government...

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