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

Week Ahead: We Breakdown What Is the Target for Real Rates and When Will They Start to Bite?

– Recorded on the 1st of July, 2023 –

Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the data and market activity from the previous week. Does the Supreme Court’s decision to block student debt forgiveness matter? Does Dominique agree with the current real rates? Will NFP print higher again? And why Dominique is expecting a good summer.

Timestamps:

00:28 – Reflection on the past week’s market moves. Chair Powell’s questioning by other central bankers regarding his hawkish pause on rate rises. What’s happening with household growth? Does the US student debt forgiveness news matter?
05:11 – Dominique’s view on real rates and where they should be.
10:20 – Why is the long end of the curve so low?
13:00 – The Week Ahead – NFP week and why Dominique is expecting another positive surprise.
17:55 – What other data points should investors watch this week.
20:30 – What to read at Macro Hive this week.

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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