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Dollar Drifts After Soft CPI Release; Fed Meeting Eyed

Published 09/15/2021, 03:12 PM
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By Peter Nurse

Investing.com - The dollar drifted in tight trading ranges Wednesday, with the recent release of soft U.S. inflation data raising uncertainty over whether the Federal Reserve will start its stimulus withdrawal this year.

At 2:55 AM ET (0755 GMT), the Dollar Index, which tracks the greenback against a basket of six other currencies, traded marginally higher at 92.620. 

USD/JPY fell 0.1% to 109.51, EUR/USD edged higher to 1.1805, while the risk sensitive AUD/USD fell 0.1% to 0.7312.

Tuesday’s U.S. inflation data for August came in below expectations, with the core consumer price index, which excludes the volatile food and energy components, edging up just 0.1% last month. This suggested that the upward pressure on inflation was starting to wane. 

Several Fed officials have suggested the U.S. central bank could reduce its buying of debt securities by the end of the year, but a weaker-than-expected payrolls report at the start of the month and lessening inflationary pressure has created some doubt ahead of next week’s Federal Reserve meeting.

“The Fed passed on the opportunity to signal taper in August and now it looks like it could do it again in September,” said Kathy Lien, an analyst at BK Asset Management, in a note.

The Wall Street Journal reported on Friday that Fed officials will seek an agreement to begin paring bond purchases in November.

Elsewhere, GBP/USD rose 0.1% to 1.3816, after U.K. inflation surged more than expected in August, adding to pressure on the Bank of England to rein in its monetary stimulus. Money markets are now pricing in two interest rate hikes from the BoE by the end of next year.

Consumer prices jumped 3.2% on the year in August, the most since March 2012, after dipping back to the central bank’s 2% target month before. Ominously, the figures don't even capture the huge spike in energy prices that has happened in the last months.

USD/CNY rose 0.1% to 6.4426 after a number of Chinese data releases pointed to a slowdown in growth in the second-largest economy in the world.

The country’s retail sales grew 2.5% year-on-year, a sharp drop from July’s 8.5% growth and at the slowest pace since August 2020, while industrial output grew 5.3% year-on-year, its weakest pace since July 2020.

 

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