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16 July 2023 Economics & Growth | Monetary Policy & Inflation | Rates | US

Week Ahead: Biggest Strike in US History Is Looming!

– Recorded on the 14th of July, 2023 –

Welcome to the Week Ahead! In this episode, Henry and Dominique reflect on US and Europe central bank policies alongside inflation and real wage dilemmas. Dominique gives her take on the latest CPI print and why she still forecasts a Fed rate rise in November. Finally, what does Bullard’s departure mean for the hawks at the Fed?

Timestamps:
00:10 Dominique’s overview of Fed comments pre-FOMC.
03:15 Bullard’s resignation and what that means for the hawks?
07:28 Dominique’s analysis on the CPI print, and has it changed her view?
11:05 How does US policy transmission look?
14:07 Week Ahead: What to expect from US retail sales and housing data?
19:00 Dominique’s take on the UPS strike, and how striking is now a global trend for employees.

The Week Ahead is now available as a podcast. Click here to listen.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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