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Futures Sink as Jobs Keep Dovish Pivot Bets at Bay: Markets Wrap

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(Bloomberg) -- US equity-index futures wobbled between gains and losses as investors awaited the latest payrolls report for clues on the monetary-policy path after a raft of Federal Reserve officials doused expectations for a quick halt to rate hikes.

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December contracts on the Nasdaq 100 Index fell 0.3%, trimming deeper losses, amid premarket declines for semiconductor stocks. Advanced Micro Devices Inc. slumped after it reported weaker-than-expected preliminary 3Q revenue. Meanwhile, futures on the S&P 500 Index traded little changed, with the benchmark poised for the best weekly advance since June. Treasuries drifted lower.

US benchmark bond yields are heading for a 10th week of increases, the longest streak since 1984, as the Fed stays resolute in its fight against inflation despite recent data suggesting a cooling of the economy. Investors are being swayed between hopes for an end to monetary tightening by March next year and concern over the possibility of a deep recession that such a pivot would underscore.

“The issue of the Fed pivot remains the main factor restricting risk appetite,” Sebastien Barbe, the head of emerging-market research and strategy at Credit Agricole CIB, wrote in a note. “Cautiousness should remain in place ahead of the US jobs report. Given the repeated hawkish comments by Fed speakers, this may not be enough to sustainably support risk appetite.”

Chipmakers led the slide in early New York trading. Besides AMD’s 5.3% plunge, Nvidia Corp. and Intel Corp. fell more than 2% each amid concern that a slowing world economy will sharply dent semiconductor demand.

In Europe, the main Stoxx 600 index traded little changed after two days of declines. Credit Suisse Group AG rose 5.7% after announcing a buyback of debt securities for cash, a show of financial strength after market volatility earlier this week on concerns about the bank’s solidity.

Investor focus is increasingly trained on signs of a weaker earnings-reporting season. Besides Thursday’s dour trading update from European oil major Shell, underwhelming figures from AMD and South Korean Samsung Electronics Co. are reinforcing concerns for the global economy.

The US economy remains the focal point, however. Friday’s US jobs report is forecast to show employers added a further 255,000 workers in September. While the figure is robust, it would be the fewest jobs added in a month since a decline in late 2020. Unemployment is seen holding at 3.7%, which is just above a five-decade low.

Sentiment is tempered by hawkish comments from Fed officials. Chicago Fed President Charles Evans said the benchmark rate will probably be at 4.5% to 4.75% by next spring, and Minneapolis Fed’s Neel Kashkari said the central bank is “quite a ways away” from pausing its campaign of rate increases.

“Barring an unexpectedly shocking number, I do not think today’s release will prompt the Fed to change tack,” said Stuart Cole, the head macro economist at Equiti Capital. “This has certainly been the message that various Fed officials have been promulgating.”

US crude futures rose above $89 a barrel, on course for the biggest weekly surge since March.

Key events this week:

US unemployment, wholesale inventories, nonfarm payrolls, Friday

BOE Deputy Governor Dave Ramsden speaks at event, Friday

Fed’s John Williams speaks at event, Friday

Some of the main moves in markets:

Stocks

Futures on the S&P 500 were unchanged as of 7:49 a.m. New York time

Futures on the Nasdaq 100 fell 0.3%

Futures on the Dow Jones Industrial Average rose 0.2%

The Stoxx Europe 600 was little changed

The MSCI World index fell 0.2%

Currencies

The Bloomberg Dollar Spot Index was little changed

The euro was little changed at $0.9798

The British pound rose 0.3% to $1.1199

The Japanese yen rose 0.1% to 144.93 per dollar

Cryptocurrencies

Bitcoin fell 0.3% to $19,999.79

Ether fell 0.6% to $1,355.41

Bonds

The yield on 10-year Treasuries advanced two basis points to 3.84%

Germany’s 10-year yield advanced eight basis points to 2.16%

Britain’s 10-year yield advanced four basis points to 4.21%

Commodities

West Texas Intermediate crude rose 1.2% to $89.54 a barrel

Gold futures fell 0.3% to $1,715.60 an ounce

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