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This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Rate cuts several months awayFederal Reserve Governor Christopher Waller said he does not think further rate increases are necessary, but he will need convincing before backing any rate cuts. Singapore Airlines: one dead, 30 injuredOne person died and 30 people were injured aboard a Singapore Airlines flight that was hit by severe turbulence and forced to land in Thailand. Singapore Airlines Flight 321 encountered "sudden, severe turbulence" about 10 hours into a flight from London to Singapore, the airline said.
Persons: Christopher Waller, Waller, Biden, Jennifer Granholm, Walt Disney, Bob Iger, Jesse Pound, JPMorgan's Marko Kolanovic Organizations: New York Stock Exchange, CNBC, Nasdaq, Nvidia, Dow Jones, Federal, Gasoline, East, Pixar, Studios, Disney, Walt Disney Animation, Singapore Airlines, Singapore Airlines Flight, Boeing, Wall Street Locations: New York City, Israel, Thailand, London, Singapore
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Several months' of good inflation data needed before lowering rate, Fed's Waller saysCNBC's Steve Liesman reports on the latest news from the Federal Reserve.
Persons: Fed's Waller, Steve Liesman Organizations: Federal Reserve
Fed's Waller: No rush to cut rates
  + stars: | 2024-03-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed's Waller: No rush to cut ratesHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.
Persons: Fed's Waller, Brian Sullivan, Organizations: CNBC
Federal Reserve Chairman Jerome Powell appears Wednesday before the House Financial Services Committee as part of his congressionally mandated semiannual testimony on Capitol Hill. "We believe that our policy rate is likely at its peak for this tightening cycle. If the economy evolves broadly as expected, it will likely be appropriate to begin dialing back policy restraint at some point this year," Powell said. Powell is likely to face a variety of questions during his two-day visit to Capitol Hill, which concludes Thursday before the Senate Banking Committee. Read more:Fed Chair Powell testifying to House on Wednesday.
Persons: Jerome Powell, Powell, Read, Fed's Waller Organizations: Federal, Financial, Capitol, Fed, CNBC, YouTube
Christopher Waller, governor of the US Federal Reserve, during a Fed Listens event in Washington, D.C., on Friday, Sept. 23, 2022. Federal Reserve Governor Christopher Waller said Thursday he will need to see more evidence that inflation is cooling before he is willing to support interest rate cuts. on cutting rates, the central bank official said higher-than-expected inflation readings for January raised questions on where prices are heading and how the Fed should respond. He added that there are few signs inflation will fall below 2% anytime soon based on strong 3.3% annualized growth in gross domestic product and employment, with few signs of a potential recession in sight. "That makes the decision to be patient on beginning to ease policy simpler than it might be," Waller said.
Persons: Christopher Waller, Waller Organizations: US Federal Reserve, Washington , D.C, Federal, Committee Locations: Washington ,, Minneapolis
OPEC+, the Organization of the Petroleum Exporting Countries (OPEC) and allies including Russia, is due to hold an online ministerial meeting on Thursday to discuss 2024 production targets. The market tumbled last week when OPEC+ pushed back the original date for its meeting to iron out differences on production targets for African producers. "According to delegates, Saudi Arabia is demanding lower production quotas from the other OPEC+ countries. Oil also found support from a weak dollar, an expected decline in U.S. crude inventories and the drop in Kazakh output. A weaker dollar typically bolsters oil demand, making dollar-denominated oil less expensive for buyers using other currencies.
Persons: Andrew Kelly, Waller, Phil Flynn, Commerzbank's Carsten Fritsch, Christopher Waller, Stephanie Kelly, Alex Lawler, Natalie Grover, Kim Coghill, David Goodman, David Gregorio Our Organizations: REUTERS, Brent, . West Texas, Organization of, Petroleum, Price Futures Group, United, Reuters, American Petroleum Institute, The U.S, Federal, Thomson Locations: Manhattan , New York City, U.S, Russia, Chicago, Angola, Nigeria, Saudi Arabia, Kuwait, United Arab Emirates
WASHINGTON (AP) — A key Federal Reserve official said Tuesday that he is “increasingly confident” that the Fed's interest rate policies will succeed in bringing inflation back to the central bank's 2% target level. The official, Christopher Waller, a member of the Fed's Board of Governors, cautioned that inflation is still too high and that it's not yet certain if a recent slowdown in price increases can be sustained. Waller's remarks follow Chair Jerome Powell's more cautious comments earlier this month, when Powell said “we are not confident” that the Fed's key short-term interest rate was high enough to fully defeat inflation. Inflation, measured year over year, has plunged from a peak of 9.1% in June 2022 to 3.2% in October. Slower spending and hiring, he said, should help further cool inflation.
Persons: , Christopher Waller, ” Waller, Jerome Powell's, Powell, Waller Organizations: WASHINGTON, Federal Reserve, Fed's, of Governors, American Enterprise Institute Locations: Washington
Federal Reserve Governor Christopher Waller said Tuesday he's growing more confident that policy is in a place now to bring inflation back under control. "But I am increasingly confident that policy is currently well positioned to slow the economy and get inflation back to 2 percent." During the central bank's ongoing battle against inflation, Waller has been one of the more hawkish members, meaning he has favored tighter policy and higher rates. He also noted easing in supply chain pressures that were largely responsible for the initial jump in inflation, but he said that factor can't be counted on to help bring inflation down further. Waller noted easing in inflation gauges such as the consumer price index, which was flat in October and "what I want to see."
Persons: Christopher Waller, Waller's, he's, Michelle Bowman, Waller, Bowman Organizations: Federal, Washington , D.C, CNBC PRO Locations: Washington ,
A man looks at an electric monitor displaying the Japanese yen exchange rate against the U.S. dollar and Nikkei share average outside a brokerage in Tokyo, Japan October 4, 2023. REUTERS/Issei Kato/File Photo Acquire Licensing RightsNov 28 (Reuters) - A look at the day ahead in Asian markets. Volatility across major asset classes is low - implied volatility on Wall Street is at its lowest in almost four years, global currency implied vol is the lowest since early last year, and U.S. bond vol is at a two-month low. China's markets, especially, have lagged, although Japanese stocks have outperformed thanks to the weak yen and a historic loosening of wider financial conditions. The Aussie on Monday rose above $0.66 for the first time since Aug. 10 and was one of the biggest winners among major currencies along with the Japanese yen and New Zealand dollar.
Persons: Issei Kato, Goldman Sachs, Michele Bullock, Bullock, Philip Lowe, Bullock's, Fed's Waller, Bowman, Goolsbee, Barr, Jamie McGeever Organizations: U.S ., Nikkei, REUTERS, Reserve Bank of Australia, Hong Kong Monetary Authority, Bank for International, New Zealand, Bank of, RBA, Thomson, Reuters Locations: Tokyo, Japan, U.S, Asia, Hong Kong, Bank of Japan, Australia
"This was an outstanding quarter ... this big blowout number," Waller told an economic data seminar at the St. Louis Fed. So this is something we are keeping a very close eye on when we think about policy going forward." It's clearly calming down," with recent employment gains more in line with the levels seen before the coronavirus pandemic, Waller said. The Fed is in the process of weighing that and other data to determine whether to hike the benchmark policy rate again. However neither Goolsbee nor Minneapolis Fed President Neel Kashkari, who spoke to Bloomberg Television on Tuesday, ruled out further Fed rate increases.
Persons: Christopher Waller, Waller, Louis Fed, Michelle Bowman, Bowman, Lisa Cook, Austan Goolsbee, Goolsbee, Neel Kashkari, Kashkari, Howard Schneider, Lindsay Dunsmuir, Michael Derby, Ann Saphir, Paul Simao, Andrea Ricci Organizations: Federal Reserve, St, Ohio Bankers League, Fed, New York Fed, Atlanta, CNBC, Chicago Fed, Minneapolis, Bloomberg Television, Thomson Locations: U.S
WASHINGTON, Nov 7 (Reuters) - Third quarter U.S. economic growth at an annualized 4.9% rate was a "blowout" performance that warrants watching as the U.S. Federal Reserve considers its next policy moves, Fed Gov. Christopher Waller said on Tuesday. "This was an outstanding quarter...this big blowout number," Waller told an economic data seminar at the St. Louis Federal Reserve. While his remarks did not include a policy recommendation, he noted that in looking at the components of U.S. output, "everything was booming. So this is something we are keeping a very close eye on when we think about policy going forward."
Persons: Christopher Waller, Waller, Howard Schneider Organizations: U.S . Federal Reserve, Fed, St, Louis Federal Reserve, Thomson
EUROPE Australia hikes but tempers its outlook
  + stars: | 2023-11-07 | by ( ) www.reuters.com   time to read: +3 min
Two women walk next to the Reserve Bank of Australia headquarters in central Sydney, Australia February 6, 2018. The Aussie dollar fell more than 0.8% and Australian government bonds rallied because the 25 basis point hike by the Reserve Bank of Australia came with a softening of language on whether further hikes would be needed. It was an otherwise quiet session in the absence of major updates that might have consequences for the interest rate outlook. Last week's chaos in Chinese money markets has subsided but it left behind a glimpse of financial pressures beneath the surface and the challenges around China's uneven recovery from the COVID-19 pandemic. British house prices, German industrial output and European producer prices are due later on Tuesday, as are earnings from UBS (UBSG.S).
Persons: Daniel Munoz, Tom Westbrook, Read, SoftBank, Benjamin Netanyahu, Fed's Waller, Logan, Schmid, ECB's de, Edmund Klamann Organizations: Reserve Bank of Australia, REUTERS, Bond, South, Read Reuters, UBS, 163rd Melbourne, NY, Thomson Locations: Sydney, Australia, Asia, Japan, British, Gaza
Fed's Waller: can wait on data to decide if rate hikes needed
  + stars: | 2023-10-18 | by ( ) www.reuters.com   time to read: +1 min
"But if the real economy continues showing underlying strength and inflation appears to stabilize or reaccelerate, more policy tightening is likely needed despite the recent run up in longer-term rates." The Fed drove its policy rate up aggressively last year to bring inflation down from 40-year highs, and this year there has been clear progress on reducing price pressures, even as the job market has remained strong, Waller said in his remarks. "The data in the past few months has been overwhelmingly positive for both of the FOMC’s goals of maximum employment and stable prices," he said. If the economy slows, "we can hold the policy rate steady and let the economy evolve in the desired manner," he said. But if demand and economic activity continue at their recent pace, that could put upward pressure on inflation, and "more action would be needed on the policy rate to ensure that inflation moves back to target and expectations remain anchored."
Persons: Christopher Waller, Waller, Ann Saphir, Andrea Ricci Organizations: Federal, European Economics & Financial, Fed, Thomson Locations: U.S, London
Federal Reserve Governor Christopher Waller on Wednesday indicated the central bank can afford to hold off on interest rate increases while it watches progress unfold in its efforts to bring down inflation. "As of today, it is too soon to tell," he said in prepared remarks for a speech in London. "Consequently, I believe we can wait, watch and see how the economy evolves before making definitive moves on the path of the policy rate." In recent days, multiple Fed officials have said rising Treasury yields are indicative that financial conditions are tightening, possibly making additional rate hikes unnecessary. Indeed, Waller noted the backup in yields and said that economic reports over the past several months have been "overwhelmingly positive" regarding inflation.
Persons: Christopher Waller, Waller, Jerome Powell Organizations: Federal, Treasury Locations: London, New York
Morning Bid: China data beat overshadowed by Mideast foreboding
  + stars: | 2023-10-18 | by ( ) www.reuters.com   time to read: +3 min
REUTERS/Lisi Niesner/File Photo Acquire Licensing RightsA look at the day ahead in European and global markets from Wayne Cole. The latest batch of economic data from China surprised by beating forecasts, but was unfortunately overshadowed by fears of a widening conflict in the Middle East following the Gaza hospital blast. Perhaps more importantly retail sales and industrial output for September topped estimates, which might mean Beijing's stimulus steps were finally bearing fruit after months of disappointment. The implications for inflation were another headache for bonds, which were still smarting from Tuesday's red-hot U.S. retail sales report. JPMorgan responded by ramping up its forecast for U.S. third quarter GDP growth to an annualised 4.3%, implying nominal growth of more than 7%.
Persons: Lisi Niesner, Wayne Cole, Joe Biden's, Brent, ramping, Fed's Waller, Williams, Bowman, Harker, Jacqueline Wong Organizations: REUTERS, JPMorgan, U.S, Bank of Japan, Netflix, Norges Bank, EU, Fed, Thomson Locations: Israeli, Lebanon, Israel, Wayne, China, Gaza, millstone, Iran, Hormuz, Asia, Cook
Oct 11 (Reuters) - U.S. Federal Reserve Governor Christopher Waller on Wednesday said higher market interest rates may help the Fed slow inflation, and let the central bank "watch and see" if its own policy rate needs to rise again or not. We will see how those higher rates feed into what we do on policy in the coming months." Waller's comments added weight to similar statements this week by Fed Vice Chair Philip Jefferson and Dallas Fed President Lorie Logan. Still, Waller offered some of the most optimistic reads yet on the path of inflation. "We're finally getting very good inflation data," he said.
Persons: Christopher Waller, Waller, Paul Ryan, Philip Jefferson, Lorie Logan, We're, Howard Schneider, Andrea Ricci Organizations: . Federal, Republican, Wisconsin, Dallas Fed, Treasury, Reuters, Thomson Locations: Utah
He noted, “September is a live meeting” for action if inflation is not cooling fast enough. Waller’s comments follow the release earlier in the week of data that showed inflation pressures at the consumer level are swiftly cooling back toward the Fed's 2% target. The data didn’t deter financial markets from expecting the Federal Reserve to raise what is now a 5% to 5.25% federal funds target rate at its July 25-26 Federal Open Market Committee meeting. Waller said the softer inflation data was a good thing but it’s not enough yet to change the outlook. The aggressive increases have been aimed at tempering the worst levels of inflation seen in decades.
Persons: Christopher Waller, he’s, ” Waller, Waller, Jerome Powell, John Williams, Michael S, Diane Craft Organizations: YORK, Federal, New York University, Reserve, New York Fed, Fed, Derby, Thomson Locations: U.S
"Financial stresses in the banking sector are a factor that my colleagues and I are closely watching as we determine the appropriate stance of monetary policy going forward," Waller said. But "it is still not clear that recent strains in thebanking sector materially intensified the tightening of lending conditions," beyond what the Fed was trying to do anyway through its interest rate policy, Waller said. His remarks are the first by a Fed official since policymakers this week held the U.S. interest rate steady. That notion was partly behind the Fed's decision this week to delay further rate increases for at least a single meeting, to take stock of how the financial system and the economy overall are faring. However the Fed is now broadly expected to approve another quarter point rate increase when officials meet on July 25-26.
Persons: Christopher Waller, Waller, Howard Schneider, Chizu Organizations: Silicon Valley Bank, Federal Reserve, Fed, Thomson Locations: Silicon, Norway
Cryptocurrencies fell on Monday as investors put excitement from Ethereum's "Shapella" upgrade behind them and refocused on upcoming bank earnings and recession concerns. Bitcoin fell 3% to $29,515.35, according to Coin Metrics, falling below the key $30,000 it hit last week for the first time since June. Crypto is coming off a winning week in which prices were boosted by optimism around Ethereum's latest tech upgrade, dubbed "Shapella" (also known as "Shanghai"). Crypto investors are watching bank earnings this week for more insight about the health of the sector and possibility of a coming recession. For this week, any downside potential "should not be severe" or keep bitcoin from continuing on its uptrend, Hasegawa said.
April 14 (Reuters) - Despite a year of aggressive rate increases U.S. central bankers "haven't made much progress" in returning inflation to their 2% target and need to move interest rates higher still, Federal Reserve Governor Christopher Waller said on Friday. Important measures of underlying inflation have "basically moved sideways with no apparent downward movement," Waller said in remarks that continue the Fed's steady discounting of the immediate economic risks posed by recent bank failures. So far, Waller said, he sees both the economy and inflation remaining stronger than he expected. "Economic output and employment are continuing to grow at a solid pace while inflation remains much too high," Waller said, noting that investors should not expect rates to fall any time soon. "Monetary policy will need to remain tight for a substantial period of time, and longer than markets anticipate," he said.
SAN FRANCISCO, March 31 (Reuters) - U.S. Federal Reserve Governor Christopher Waller on Friday said recent data is consistent with the notion that the U.S. central bank may be able to drive down inflation without serious harm to the labor market. If people really have begun to believe that prices are going to just keep on rising, then defeating high inflation could require dramatic actions by the Fed to puncture those expectations, Waller said in remarks prepared for an academic conference at the San Francisco Fed. Dramatic Fed rate hikes could slow the economy suddenly and lead to large job losses. "Recent data are consistent with this story." Reporting by Ann Saphir; Editing by Sandra MalerOur Standards: The Thomson Reuters Trust Principles.
At the time Fed Chair Jerome Powell cited recent economic data as evidence that a "disinflationary" trend had begun, suggesting the policy rate was nearing a restrictive-enough level. The Fed targets a 2% inflation rate. Fed policymakers will publish revised projections for the rate path at their upcoming meeting on March 20-21. Traders have also been pricing in a more aggressive policy path, with futures contracts tied to the Fed's policy path now reflecting expectations for another full percentage point of rate hikes by September, bringing the policy rate to a 5.5%-5.75% range. Waller signaled he was open to the possibility that the apparent recent stall in progress on inflation was a "bump" in an otherwise welcome trend downward.
March 2 (Reuters) - A virtual event with Federal Reserve Governor Christopher Waller was canceled on Thursday after the Zoom video conference was "hijacked" by a participant who displayed pornographic images. It is an incident we deeply regret," said Brent Tjarks, executive director of the Mid-Size Bank Coalition of America (MBCA), which hosted the event via a Zoom link. "We have been deeply upset to hear about these types of incidents, and Zoom strongly condemns such behavior," Zoom spokesman Matt Nagel said in a statement. The service has come under fire over privacy and security issues, including incidents of "Zoom bombing" in which uninvited users entered and disrupted meetings. The Fed said the event, which was to feature a speech by Waller as well as a question-and-answer session, was canceled due to "technical difficulties."
Feb 10 (Reuters) - Federal Reserve Governor Christopher Waller on Friday had a pair of warnings for those involved in cryptocurrency assets, telling buyers they could lose their investments, and banks that they must guard against bad actors and risks to the financial system. U.S. regulators including the U.S. central bank have told banks they need to be more careful about fraud risk. "If people want to hold such an asset, then go for it," Waller said. "However, if you buy crypto assets and the price goes to zero at some point, please don't be surprised and don't expect taxpayers to socialize your losses." Reporting by Ann Saphir; Editing by Paul SimaoOur Standards: The Thomson Reuters Trust Principles.
After weeks of defying the Federal Reserve, U.S. markets realized that interest rate hikes are probably here to stay. This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. In a wave of downbeat news, investors may indeed need a telescope to find some good news in the near term. Subscribe here to get this report sent directly to your inbox each morning before markets open.
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