22 May 2022 Economics & Growth | Monetary Policy & Inflation | Rates | US

Week Ahead: Will the Fed Care About the Stock Market? (23rd May-27th May)

– 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?

(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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