Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 4th of February, 2023 –
Welcome to the Week Ahead! Andrew Simon and Dominique Dwor-Frecaut discuss market the monster NFP print we saw last friday. What are some potential trade ideas for this environment and what to look out for data prints for the coming week
Timestamps :
00:40 Dominique’s thoughts on what will make the Fed change the policy path.
02:50 Has Powell ruled out rate cuts for later in the year?
04:15 Deep dive into NFP print and the market reaction
11:16 What are some trade ideas for this environment?
12:13 Week Ahead – Fed speakers back out in full force
13:36 Which dovish FOMC participant should the market look out for?
14:00 Is Powell’s speech important?
15:05 Datapoints to watch for the coming week.