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Dollar gains, yields ease after Powell inflation comments

Published 06/28/2022, 10:59 PM
Updated 06/29/2022, 05:51 PM
© Reuters. FILE PHOTO: A man wearing a protective mask, amid the coronavirus disease (COVID-19) outbreak, looks at an electronic board displaying Japan's Nikkei index outside a brokerage in Tokyo, Japan, March 7, 2022. REUTERS/Kim Kyung-Hoon
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By Caroline Valetkevitch

NEW YORK (Reuters) - U.S. Treasury yields eased for a second consecutive day and the dollar rose on Wednesday after Federal Reserve Chairman Jerome Powell said there is a risk the U.S. central bank's interest rate hikes will slow the economy too much, but the bigger risk is persistent inflation.

The S&P 500 ended slightly lower, and looked set to put in the worst first-half for the U.S. benchmark index in more than five decades.

"The clock is kind of running on how long will you remain in a low-inflation regime. ... The risk is that because of the multiplicity of shocks you start to transition into a higher inflation regime and our job is to literally prevent that from happening and we will prevent that from happening," Powell said at a European Central Bank conference.

Investors have worried that an aggressive push by the Fed to dampen inflation will tip the economy into recession.

Matt Stucky, senior portfolio manager at Northwestern (NASDAQ:NWE) Mutual Wealth Management Company, said investors are waiting for Thursday's data on the personal consumption expenditures (PCE) price index.

"A slowdown or a mild recession is almost consensus at this point as it relates to the economy," he said. "The question from here is how much does the Fed have to do to get inflation under control."

A Commerce Department report on Wednesday showed that the U.S. economy contracted slightly more than previously estimated in the first quarter as the trade deficit widened to a record high and a resurgence in COVID-19 infections hurt spending on services like recreation.

Treasury yields slipped as inflation worries hounded investors.

The yield on 10-year Treasury notes fell 10.5 basis points to 3.102%, while the two-year's yield slid 6.5 basis points to 3.059%.

In foreign exchange, the dollar index rose 0.593%, with the euro up 0.02% to $1.0441.

On Wall Street, the Dow Jones Industrial Average rose 82.32 points, or 0.27%, to 31,029.31, the S&P 500 lost 2.72 points, or 0.07%, to 3,818.83 and the Nasdaq Composite dropped 3.65 points, or 0.03%, to 11,177.89.

With the end of the month and the second quarter a day away, the S&P 500 may be set for its biggest first-half percentage drop since 1970.

The pan-European STOXX 600 index lost 0.67% and MSCI's gauge of stocks across the globe shed 0.53%.

Oil prices fell, with an increase in U.S. gasoline and distillate inventories and worries over slower global economic growth overshadowing supply concerns.

Inflation fears have been fueled in large part by recent sharp gains in oil prices.

Brent futures for August delivery fell $1.72, or 1.5%, to settle at $116.26 a barrel. The August contract will expire on Thursday and the more-active September contract was down $1.35 to $112.45. U.S. West Texas Intermediate crude for August fell $1.98, or 1.8%, to settle at $109.78.

© Reuters. FILE PHOTO: A person walks by the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., May 19, 2022. REUTERS/Andrew Kelly

Spot gold dropped 0.1% to $1,818.13 an ounce.

Bitcoin last fell 0.21% to $20,218.24.

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