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Fed speakers in focus following Treasury yield commentary from Logan, Jefferson

Published 10/10/2023, 09:02 PM
© Reuters

Investing.com -- Several Federal Reserve policymakers are due to deliver closely-watched speeches on Tuesday, with investors keen to receive any clues about how a recent spike in U.S. Treasury yields could impact the central bank's interest rate path.

Fed Governor Christopher Waller is scheduled to speak at an event in Washington, D.C., while Atlanta Fed President Raphael Bostic, San Francisco Fed President Mary Daly and Minneapolis Fed President Neel Kashkari are also set to make statements at different gatherings around the country.

These appearances come after two top-ranking Fed officials on Monday commented on a weeks-long surge in the borrowing costs of U.S. government debt. 

Since the Fed's last meeting in September, yields on 10-year Treasuries have touched their highest levels in 16 years, leaving policymakers the task of assessing whether this is a result of expectations for a stronger economy or investors asking for better returns to carry interest-rate risk.

Speaking at a conference, Dallas Fed President Lorie Logan posited that the rise in yields may ultimately offset a need to further lift the key Fed funds rate. Fed Vice Chair Philip Jefferson later flagged that the central bank must now "proceed carefully" in the wake of the jump in long-term yields.

The perceived dovishness of these remarks helped to soothe investor jitters that the Fed may choose to keep rates higher for a longer than anticipated period of time to corral inflation, giving some support to stock markets. Treasury yields were also driven lower, thanks in part as well to a flight to safe havens in the wake of the escalation of violence in the Middle East. Yields typically move inversely to prices.

On Wednesday, more insight into the Fed's policy plans is expected when minutes from the central bank's September gathering are due to be published. Meanwhile, all-important consumer price figures are set to be released on Thursday.

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