Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 21st of May, 2022 –
Andrew Simon and Dominique Dwor-Frecaut discuss the biggest takeaways from last week, what it will take to knock consumer confidence, and thoughts on yields recently coming off. They also discuss what you should look out for in the upcoming Fed minutes, and key data to watch for this week including MBS sales, PCE and second estimates of Q1 GDP.
Timestamps:
00:00 – Biggest takeaways from last week
02:22 – Does the Fed care about the stock market?
05:25 – What it will take to knock consumer confidence
09:40 – Thoughts on yields coming off
11:25 – The week ahead: Fed minutes, MBS sales, and the real estate market
13:05 – Other key data: PCE inflation, personal spending and income, and Q1 GDP second estimate
16:10 – US politics
17:35 – Thoughts on oil futures: could we see a move down in oil?