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5 ARTICLES

US Consumer Outlook Weakens as Inflation Expectations Climb, Durable-Goods Demand Stays Firm

US Consumer Outlook Weakens as Inflation Expectations Climb, Durable-Goods Demand Stays Firm

Friday's Main Street data created a mixed growth-inflation picture with implications for Fed policy, Treasury yields and markets.

DXY Rally Stalls at 101: Can Durable Goods Orders Give the Dollar Fresh Momentum?

DXY Rally Stalls at 101: Can Durable Goods Orders Give the Dollar Fresh Momentum?

The dollar's rebound is losing momentum near 101 after a hawkish Fed repricing lifted yields and rate expectations. Durable goods orders could determine whether the rally extends or stalls.

Dollar Above 100, Gold Pinned Below $4,400: What the Post-Fed Hangover Week Sets Up

Dollar Above 100, Gold Pinned Below $4,400: What the Post-Fed Hangover Week Sets Up

Three major central banks tightened last week and the dollar broke above 100. With little US data due, Fed speakers and Wednesday's flash PMIs take over and gold is pressing a key wall near $4,400.

US Economy Shows Resilience as Jobless Claims Fall, Philadelphia Manufacturing Expands, But Inflation Complicates Fed Outlook

US Economy Shows Resilience as Jobless Claims Fall, Philadelphia Manufacturing Expands, But Inflation Complicates Fed Outlook

Taken together, the three reports released Thursday morning suggest an economy that has not lost significant momentum, but is becoming increasingly uneven.

US Retail Sales Soar Past Estimates in August, but Fed Decision and Warsh Guidance Take Center Stage

US Retail Sales Soar Past Estimates in August, but Fed Decision and Warsh Guidance Take Center Stage

US retail sales rebounded sharply in August, signaling resilient consumer demand, but sticky inflation, surging energy prices and higher Treasury yields leave markets focused on Wednesday’s Fed decision.