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28 Jun 2024

US Inflation Pressures Ease, Making Rate Cuts More Likely

The Federal Reserve’s preferred inflation measure slowed as expected in May, bolstering odds on a rate cut before the November presidential election. Data released by the Bureau of Economic Analysis this morning showed the core personal consumption expenditures index rising just 0.1 percent in May from the prior month, matching market forecasts. On a year over year basis, core price growth fell to 2.6 percent, down from 2.8 percent in April, aligning with economist estimates. The overall personal consumption expenditures index flatlined relative to the prior month, rising 2.6 percent from a year ago. Personal income rose 0.5 percent month-over-month,...

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Markets Stabilise Ahead of Inflation Print

The dollar is slipping from a six-week high reached last night, ahead of US inflation data that is seen bolstering the case for lower interest rates. Equity futures are edging higher, Treasury yields are moving sideways, and currencies are back to trading in tight ranges as participants keep their powder dry. The latest in a series of market-moving political upsets came last night when President Biden turned in a disastrous performance in a televised debate, inviting questions from Democratic officials as to whether he should remain in the race. Struggling to counter a confident and falsehood-spewing Donald Trump, Biden’s weak...

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