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The dollar struggled to recover in Asian trade on Friday, hobbled by fresh speculation that a widely expected rate hike later this month could be the last before Federal Reserve hits the pause button on its tightening cycle. Investors have been alarmed by recent sharp falls in US treasury yields, with an inversion of the yield curve signalling a sharp economic slowdown or even a recession down the road.
Their immediate focus was on November US non-farm payrolls, unemployment and wage data due to be released later on Friday for clues to how the world's top economy is faring. "Arguably, one of the strongest parts of the US economy has been the labour market," said Chris Weston, Melbourne-based head of research at foreign exchange brokerage Pepperstone. "If we see any cracks appearing in there, the US dollar will start to fade off."
Dollar investors were given more reason to be cautious after the Wall Street Journal reported Fed officials are considering whether to strike a wait-and-see attitude after a likely rate increase at their meeting in December. The dollar index, which measures the greenback against a basket of six major peers, was virtually flat at 96.802. The index shed 0.3 percent during the previous session, closing at one-week low and down 0.9 percent from a 17-month peak hit on Nov. 12.
The benchmark US 10-year Treasury yield was last at 2.896 percent after dipping overnight to its lowest level since late August. The dollar has slipped after Fed Chairman Jerome Powell said last week that US interest rates were nearing neutral levels, which markets interpreted as signalling a slowdown in rate hikes.
If the Fed raises interest rates as expected at its Dec. 18-19 meeting, it would be the fourth hike this year, and investors are focussed on how much further the tightening cycle has to run. "The guidance going forward will be key to yields and equity market moves, which right now foreign exchange markets seem to be reacting to," said Bart Wakabayashi, Tokyo branch manager at State Street Bank.
Interest rate futures implied traders see no more than one rate increase from the Fed in 2019, compared with previous expectations for possibly two rate hikes, according to CME Group's FedWatch programme. On Friday, the dollar was steady against the euro at $1.1378. Against the Japanese yen, it tacked on 0.1 percent to 112.79 yen.
The single currency had gained 0.3 percent against the dollar during the previous session while the yen rose about a quarter of a percent. The Canadian dollar sat at C$1.3388, basically unchanged from Thursday's close.
The loonie had hit a 1-1/2-year low of C$1.3445 against the greenback overnight after the Bank of Canada suggested the pace of future rate hikes could be more gradual. The Australian dollar was flat at $0.7236, not far off a three-week trough of $0.7192 hit on Thursday.

Copyright Reuters, 2018

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