The Analysis on 2 November: US Macro Economy

KyleRodda
2022-11-02

Your morning market bite. US JOLTS report shows a resilient labour market. All eyes on the Fed!

Stocks:

Wall Street pulled back following some stronger than forecast US economic data. The S&P500 dropped 0.41%, while the NASDAQ shed 1%. Energy and financials were the leaders for the day, while lT, consumer discretionary and communication services lagged. SPI Futures are indicating a 5 point jump for the ASX200 this morning. $NASDAQ(.IXIC)$  $S&P 500(.SPX)$  $S&P/ASX 200(XJO.AU)$

Rates/bonds:

ISM Manufacturing PMl was slightly stronger than expected, while US JOLTS Job Openings far exceeded expectations. The latter pointed to continued strength in the jobs market and raised doubts about the Fed “stepping down" its rate hikes. The US 10year yield was steady at 4.05%. However, the 10-2 spread dropped to 48 basis points, with Fed Fund Futures pointing to us rates remaining above 5% in 2023. $Micro 10-Year Yield - main 2211(10Ymain)$  $Micro 2-Year Yield - main 2211(2YYmain)$

FX:

Limited volatility in the FX markets.The US Dollar Index pulled back slightly. The AUDIUSD slipped below 64 cents after the RBA's 25 point hike yesterday, and despite warnings from RBA Governor Lowe overnight that the central bank could take a more aggressive stance on policy if inflation doesn't moderate. New Zealand jobs data revealed stronger than expected jobs growth last quarter, but a steady jobless rate due to a lift in the participation rate.

Commodities:

Oil prices bounced, along with industrial metals, with Brent Crude up 2% to around $US94 per barrel. Reports regarding a potential loosening of dynamic zero in China seemed to catalyse that move. Gold prices also bounced 0.6% to be fetching $1650.

$Micro WTI Crude Oil - main 2212(MCLmain)$

Crypto:

Bitcoin prices remained steady and above sUS20,000.

Another news

New Zealand's jobless rate remains steady at 3.3% (Est. 3.2%). Participation rate rises by more than anticipated. Wages lift 1.1%, in line with expectations. $($nzd)$

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Macro Trend
Monetary policy, various types of price indices... Here is everything about the macro economy!
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