4 Dec 2023

USD falls on dovish remarks by Fed's Powell

The USD weakened against major currencies due to Federal Reserve concerns about interest rates. Inflation cooled, with the US core PCE at 3.5% in October. India's INR remained strong amid accelerated factory growth.

author dp
Team INRBonds
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USD falls on dovish remarks by Fed's Powell

 

Synopsis: The USD weakened against major currencies due to Federal Reserve concerns about interest rates. Inflation cooled, with the US core PCE at 3.5% in October. India's INR remained strong amid accelerated factory growth.

 

         The USD closed the week lower against major world currencies as Federal Reserve Chair Jerome Powell struck a cautious tone on further interest rate moves, stating that the risk of under- or over-tightening is now more balanced.

         The USD found support during the week as inflation cooled, aligning with predictions.

         In October, the U.S. core PCE, the Federal Reserve�s preferred gauge for inflation, decreased in line with expectations to 3.5% annually, down from 3.7% in September.

         The US Consumer Price Index, another key inflation indicator, cooled more than expected, dropping to 3.2% in October.

         Alongside this, personal spending growth slowed, indicating that the US economy is on a trajectory towards cooling inflation and a soft landing.

         Federal Reserve Governor Christopher Waller suggested a dovish pivot, stating that if inflation continues to cool, the Fed could consider cutting rates.

         Meanwhile, the INR held its ground as data revealed an acceleration in factory growth in November after a recent dip, supported by robust demand.

         India�s manufacturing PMI rose to 56 in November, up from 55.5 in October, marking almost 2 1/2 years above the 50 level, which separates expansion from contraction.

 

 

 

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