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Day Ahead: Top 3 Things to Watch

Published 10/08/2019, 03:58 PM
Updated 10/08/2019, 04:39 PM
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Investing.com - Here's a preview of the top 3 things that could rock markets tomorrow.

1. Fed Minutes, Powell on Watch

The September Federal Open Market Committee meeting minutes and Fed Chairman Jerome Powell's participation in a Kansas City Fed event will likely be the main focus ahead of a widely-expected Fed rate cut later this month.

Powell’s speech at 11:00 AM ET (15:00 GMT) and the 2 p.m. ET release of the Fed’s minutes from its September meeting will be closely watched for clues into the central bank’s thinking.

In a Tuesday speech, Powell said the Fed is going to sell some short-term securities to shore up some funding issues in short-term debt markets. He also said the economy was growing nicely and not overheating.

In its September meeting, the FOMC delivered what many saw as a hawkish cut as the central bank signaled that it was unlikely to adopt a prolonged period of easing.

The odds of Fed rate cut have cooled recently, but remained high, with 77% of traders expecting a cut later this month, according to Investing.com’s Fed Rate Monitor Tool.

“We expect one more 25 basis point rate cut, most likely in October, as the FOMC navigates a U.S. economy that is slowing and facing elevated downside risks,” Nomura said in a recent note to clients.

2. Labor Market Data Due

Beyond monetary policy, labor market data will also garner attention following last week’s weaker-than-expected, but solid, employment report.

The Labor Department will release its August Job Openings and Labor Turnover Survey (JOLTs) at 10:00 AM ET (14:00 GMT).

On average, economists expect that job openings fell to 7.19 million in August from 7.22 million the prior month, according to forecasts compiled by Investing.com.

3. Crude Inventories to Build for Fourth-Straight Week?

The Energy Information Administration (EIA) petroleum report, due Wednesday, will likely provide a timely distraction as crude prices have pressured by rising fears that U.S.-China trade talks set to start Thursday are unlikely to lead to meaningful progress.

The EIA is expected to report a build in crude stockpiles of 1.41 million barrels last week. That would mark the fourth-weekly build in crude stockpiles.

U.S. weekly production, which remains at a record of 12.4 million barrels a day, will likely also attract attention.

Crude oil futures settled down 0.2% to $52.63 a barrel on Tuesday and were at levels last seen in mid-August.

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