– Recorded on the 21st of January, 2023 –
Welcome to the Week Ahead! Andrew Simon and Dominique Dwor-Frecaut discuss market data over the past week. US retail sales and market reaction. Fed comments, and are the Fed talking too much?! A busy week ahead of data prints for investors to watch and what can the US debt ceiling negotiations learn from the Cold War?
00:00 Last week data print reflections. US Retails sales and market reaction
02:47 Fed comments to last week’s economic data and are the Fed talking too much?!
07:15 What does the energy price rebound and China re-opening mean?
09:38 Market reaction to Waller’s speech
11:50 Week Ahead – New regime of Negative Inflation and Positive Growth?
13:15 What is the PC Print and how does it compare vs CPI
17:05 Big data prints this week and the ones to watch
24:10 Why the debt celing negotiations are reminicent of the Cold War startegies.