Dollar Supported by Fed Yellen, BoE Super Thursday Watched

Published 11/05/2015, 03:53 AM
Updated 03/09/2019, 08:30 AM

Dollar was supported by job data and Fed chair Yellen's comment and remains firm today. As Yellen testified before the House Committee, she expressed confidence over US economic developments. According to her, "at the moment what we see is a domestic economy that is pretty strong and growing at a solid pace, offset by some weakening spilling over to us from the global economy". The Fed has been expecting that the "economy will continue to grow at a pace that is sufficient to generate further improvements in the labor market and to return inflation to our 2% target over the medium term". On the monetary policy, "if the incoming information supports that expectation then our statement indicates that December would be a live possibility". Rate hike "moving in a timely fashion - if the data and the outlook justify such a move - is a prudent thing to do because we will be able to move in a more gradual and measured pace".

The minutes for BOJ's meeting in early October unveiled that domestic demand remained firm despite stagnant growth in exports and the economy in general. Policymakers agreed that the underlying trend in inflation would continue to improve and they pledged to continue implementation of QQE until the target inflation rate of 2% is stable. On global economic developments, the central bank, however, noted concerns over slowdown in China and other emerging market would eventually affect Japan's exports and economic activities. The members again voted 8-1 to continue the asset purchase program aiming to increase the monetary base at an annual pace of about 80 trillion yen. More in Dated BOJ Minutes Unveiled Concerns Over China's Slowdown.

BoE will have another "Super Thursday today featuring BoE rate decision, MPC minutes and the quarterly Inflation Report. No change in policy is expected and Ian McCafferty is also expected to maintain his vote for a rate hike. Nonetheless, the inflation report could contain downward revision in near term inflation forecast, and possibly growth forecast to next year too. No news would be good news for the pound and would give it a lift in particular against Euro.

Elsewhere, European Commission will release updated economic forecasts today while Eurozone will release retail sales and retail PMI. ECB will release monthly bulletin. Swiss will also release CPI in European session. Later in the day, US will release jobless claims and non-farm productivity. Canada will release Ivey PMI.

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