Higher Bond Yields Could Stave Off Another Interest Rate Hike, Fed Official Says

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Higher Bond Yields Could Stave Off Another Interest Rate Hike, Fed Official Says
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If the current economic conditions remain on track, the Fed could potentially avoid lifting interest rates further, Mary Daly, the San Francisco Fed...

The Federal Reserve might not need to raise interest rates again this year, thanks to the recent rapid rise in U.S. bond yields, the president of the Federal Reserve Bank of San Francisco said Thursday.

“If we continue to see a cooling labor market and inflation heading back to our target, we can hold interest rates steady and let the effects of policy continue to work,” said Daly, who is currently a nonvoting member of the Federal Open Market Committee, but will be a voting member next year. The bond market has tightened “quite considerably,” Daly explained, noting that the 10-year Treasury’s yield has risen more than 36 basis points since the Federal Open Market Committee met in September. “That is equivalent to about a rate hike,” she said.

“I think it is likely that we are at, or very near to, the level that is sufficiently restrictive to bring inflation back to 2%,” Barr said Monday. “The most important question now is not so much whether we need to make an additional hike at the next meeting or the meeting after—the most important question is what is the extent of restrictiveness that is required over what time period.”

While there has been some cooling in the labor market in recent months, Daly noted that job growth remains well above what is needed to keep pace with overall labor force growth. Over the past three months, gains in payrolls averaged 150,000 jobs a month.

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