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Dollar Largely Unchanged Ahead of Key Inflation Release

Published 10/02/2022, 08:28
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By Peter Nurse

Investing.com - The U.S. dollar traded largely unchanged Thursday with the focus on the release of the latest U.S. inflation report later in the day which should provide clues about the pace of the Federal Reserve’s policy tightening. 

At 2:55 AM ET (0755 GMT), the Dollar Index, which tracks the greenback against a basket of six other currencies, traded flat at 95.505, having moved little this week, in contrast to the volatile two weeks prior.

The January U.S. consumer prices release is due at 8:30 AM ET (1330 GMT), and the headline CPI is seen rising 0.5% on the month and 7.3% on the year in January, the highest number since 1982.

The Federal Reserve is expected to lift interest rates by 25 basis points in March to combat these surging prices, and the question in most traders’ minds is whether this CPI number will be enough to nudge the Fed towards a 50 bp hike.

Cleveland Federal Reserve President Loretta Mester said on Wednesday that it is time for the central bank to begin raising interest rates, but “I don't think there's any compelling case to start with a 50 basis point" rate increase. 

This view seems to match the majority of her fellow policymakers who have commented, but a very high CPI print could still sway the argument.

Elsewhere, EUR/USD rose 0.1% to 1.1428, GBP/USD rose 0.1% to 1.3541, USD/JPY rose 0.1% to 115.60, and the risk-sensitive AUD/USD climbed 0.1% to 0.7182, nearing a three-week high.

The Riksbank holds its latest policy-setting meeting later Thursday, and the hawkish pivot by the European Central Bank last week has started to put pressure on Sweden’s comparatively dovish central bank.

“Inflation is heating up, but the Riksbank is still lukewarm. The Riksbank takes notice of the strong economy and the uncertain inflation prospects, but the bank is probably not particularly worried about the situation,” said analysts at Nordea, in a note. 

EUR/SEK traded 0.1% lower at 10.4035 and USD/SEK also down 0.1% at 9.1061.

Earlier in the day, the Reserve Bank of India kept its policy rates unchanged, and provided a dovish outlook for inflation for FY23, forecasting it at 4.5%. This surprised many in the market, resulting in USD/INR rising 0.2% to 74.952. 

 

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