Federal Reserve policy under U.S. growth and inflation data

US Savings Rate Drops to 4.1% for First Time Since 2022

• US Savings Average Hits Lowest Level Since 201220 days ago

S&P 500 Ends September Down 0.45% for Third Loss in 4 Months

• Nasdaq Gains 0.35% after Inflation Data Cools Fed Hike Odds20 days ago

US September Layoffs Hit Lowest Level Since 2022

• US Loses 200k Creative Jobs in Worst Decline Outside Major Recessions23 days ago

Fed's Kashkari Says Monetary Policy Lacks Restraint Despite Cooler Price Data

Fed's Kashkari Admits Peak Interest Rate Is Unknown to Tame Inflation

• Fed's Kashkari Says October Rate Hike Possible After US Economy Outperforms19 days ago
• Fed's Kashkari Sees No Wage Price Spiral in Resilient US Economy20 days ago

September Jobs Report Shows Hiring Slowdown

US Factory Orders Miss August Forecast

US Manufacturing Prices Hit 77.9 Highest Level Since May

• US ISM Service Prices Hit 50 Month High of 74.015 days ago
• US Manufacturing PMI Hits 55.9 in Best Reading Since May 202219 days ago

US Real Wages Fall 5th Month on Slowest Pay Growth Since May 2021

US Trade Deficit Hits $105.6B Record Excluding Liberation Day

• Australia August Trade Balance Misses A$2B Estimate at A$495 Million20 days ago
• US Goods Trade Deficit Widens to $132.6B in August21 days ago

AI and Oil Imports Push US Trade Deficit to $105.6B Record

Fed's Daly Warns AI and Tariffs May Force More Tightening

NY Fed Finds Tariffs Added 2.9 pp to Goods Price Inflation

October Fed Hike Odds Drop to 20% Before Policy Minutes

• S&P 500 Hits New Record Before Fed Rate Guidance14 days ago

Most Fed Officials Expect Another Rate Hike by Year End in September Minutes

• Goolsbee Leaves Rate Hike or Pause Open for Next Fed Meeting18 days ago

Fed's Musalem Urges Higher Rates

US Consumer Sentiment Misses Forecast at 46.3 on Record Low Conditions

Cleveland Fed Hammack Calls for More Rate Hikes to Reach 2% Target

US 1 Year Inflation Expectations Jump to 3.9% Highest Since May 2023

• Wall Street Median Forecasts 3.6% September Inflation7 days ago

Fed's Collins Forecasts More Rate Hikes by Year End to Hit 2% Target

September Inflation Tops Forecasts

Dollar Rises to 18-Month High After Hot Inflation Report

• US Dollar Index Hits 18 Month High8 days ago
• US Dollar Index Hits 18 Month High of 102.756 days ago
• US Dollar Index Nears First 4 Week Gain Streak Since Jan 202512 days ago

Fed Beige Book Shows Muted Growth

Nick Timiraos: After Hot CPI, All Eyes on Warsh's Talk in Bangkok

• October Fed Rate Hike Odds Top 50% as Broad Core Inflation Drives Yields Above 5.3%6 days ago
• October Fed Rate Hike Odds Fade Back to 35% Ahead of Warsh's Final Pre-Blackout Speech6 days ago

US Inflation Accelerates On Gasoline Prices

Fed Musalem Calls for Rate Hikes to Reach 2% Inflation Target

• Fed Goolsbee Calls More Bad Inflation Months Unacceptable6 days ago
• JPMorgan CEO Jamie Dimon Warns Sticky Inflation Risks Higher Rates14 days ago

Philly Fed Manufacturing Index Falls to 20.9 From September 37.8

• NY Fed Manufacturing Index Hits 25.5 to Beat 12 Forecast5 days ago

US Continuing Jobless Claims Drop to 1.71M for October 3 Week

• US Jobless Claims Fall to 197K Lowest Since July12 days ago

Fed's Mary Daly Predicts Further Rate Hikes After October Meeting

• UBS Forecasts 3 Fed Rate Hikes Through March 20275 days ago
• Citigroup Forecasts 25 bp Fed Rate Hike in December 20266 days ago

US Producer Prices Hit Four-Year High

• US September PPI Hits 6.3% for 4 Year High6 days ago
• US Producer Goods Prices Jump 2.6%, Most Since 2009, as Energy Surge Lifts PPI to 6.3%5 days ago

Nasdaq 100 Falls 2% to hit 7% Loss in 10 Days

• S&P 500 Ends 6 Year Stability Record in $1.1 Trillion Selloff6 days ago
• Nasdaq 100 Sinks 5.5% in Worst Weekly Drop Since April 20254 days ago
• Nasdaq 100 Sinks 3% for Worst Weekly Loss Since April 20254 days ago
• Nasdaq 100 Drops 6% in 10 Days on AI Rout4 days ago
• Nasdaq 100 Falls Over 2% Following Inflation Shock6 days ago
• Nasdaq's 1.29% Slide Pushes Fear and Greed Index to Extreme 235 days ago

US Retail Sales Revisions Cloud September Gain

• US Retail Sales Rise 0.8% in September to Beat Estimates5 days ago
• US Cuts Years of Retail Sales Data in Downward Revision2 days ago

White House Flags September CPI Spike

Fed Warns AI Boom Fuels Inflation and Hits Small Business

US Weekly Private Hiring Average Falls to 18.5K