- Ang Consumer Confidence ng US ay hindi inaasahang bumagsak noong Setyembre, bumaba sa ibaba ng mga inaasahan sa 98.7.
- Inaasahan ng merkado ang labis na pagpapagaan ng Fed, pagpepresyo sa 75 bps ng mga pagbawas sa pagtatapos ng taon at 175-200 bps sa susunod na taon.
- Ang ilang mga opisyal ng Fed, kabilang si Neel Kashkari mula sa Federal Reserve Bank ng Minneapolis at Michelle Bowman, ay nagtutulak pabalik laban sa dovish na mga inaasahan sa merkado.
- Hindi sumang-ayon si Bowman sa kamakailang 50 bps rate cut, mas pinili ang 25 bps na pagbawas at nagbabala na ang isang mas malaking pagbawas ay maaaring makahadlang sa paglaban sa inflation.
- Binigyang-diin niya ang patuloy na mga panganib sa inflation, kabilang ang mga pagkagambala sa supply chain at patakaran sa pananalapi, at nananatiling maingat tungkol sa lakas ng merkado ng paggawa.
- Ang iba pang mga opisyal ng Fed, tulad ni Raphael Bostic mula sa Federal Reserve Bank of Atlanta at Austan Goolsbee mula sa Federal Reserve Bank of Chicago, ay nagpahayag ng mga alalahanin tungkol sa labor market at sumusuporta sa mas mabilis na pagbawas sa rate.
- Patuloy na tumataya ang mga merkado sa 75 bps ng easing ngayong taon.
- Sa positibong panig para sa USD, ang pagkakaiba-iba sa pandaigdigang paglago ay pinapaboran ang US Dollar, kung saan ang eurozone, Australia at China ay nagpapakita ng mga palatandaan ng kahinaan.
- Ang US 10-year benchmark rate ay umatras mula sa September highs, kasalukuyang trading sa 3.75%.
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