Wall Street's Fed headache lingers as stocks decline, Treasuries gain

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Wall Street's headache over the potential of a relatively fast pullback from stimulus by the U.S. Federal Reserve lingered Thursday as stocks sold off again and government bond yields mostly marched higher.

showing an increase in the number of Americans filing new claims for unemployment benefits last week, and the Institute for Supply Management noting that non-manufacturing activity fell in December.

"Despite the weaker than expected ISM today, the market continued to increase how much it is pricing for the Fed to hike in 2022 and 2023 – now more than 5.5 hikes is priced before the end of 2023," Nancy Davis, founder of Quadratic Capital Management in Greenwich, Connecticut, said in an email. Investors will now look ahead to a key U.S. jobs report on Friday, which will follow new euro zone inflation data that the European Central Bank will watch closely.

The dollar continued its climb towards a 14-month high, after riding the tailwind of the Fed minutes. The dollar index last gained 0.105%, with the euro down 0.19% at $1.1291. Cryptocurrencies were among the hardest hit in the overnight market selloff, with bitcoin falling more than 5%. It last traded at around $43,164, down 0.63% on the day.read moreIn commodity markets, oil prices rose sharply on Thursday, extending their new year's rally, on escalating unrest in OPEC+ oil producer Kazakhstan and supply outages in Libya.Register now for FREE unlimited access to Reuters.

 

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