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26 May 2023

Hot inflation and spending numbers put a summer rate hike firmly on the Fed’s table

The Federal Reserve’s preferred inflation measure accelerated last month, helping lift the likelihood of another rate hike at one of the central bank’s next two meetings, while helping put a floor under Treasury yields and the dollar. According to the Bureau of Economic Analysis, the core consumer expenditures price index rose a faster-than-anticipated 0.4 percent in April from the month prior, up 4.4 percent on a year-over-year basis, beating market expectations for a 0.3-percent gain. Consumer spending climbed 0.5-percent and personal income inched 0.4 percent higher month-over-month, with pandemic-era savings and higher asset values continuing to fuel extraordinarily-strong levels of consumption...

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