– Recorded on the 7h of January, 2023 –
Welcome to the first week ahead of 2023! Andrew Simon and Dominique Dwor-Frecaut discuss market data over the festive break. Fed minutes, US labour market update and what the market can expect with a new speaker of the house.
00:00– Thoughts from the past week:
02:00 – Dominiques take to remain cautious on risk
03:10 – Commentary on Fed minutes from the previous week
04:30 – Is labour participation back to pre-Covid levels?
12:00- Are non-compete clauses in employment contracts on their way out?
15:15 – What’s happening with US stocks and wealth creation?
18:25 – The health of the US consumer
23:05 – The week ahead key data to watch : US CPI , Jobless claims, Consumer credit data and budget statement
24:35 – New US house speaker and debt ceiling issue. What does the new speaker mean for the markets?