Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 14th of May, 2022 –
In our latest Week Ahead video, Dominique Dwor-Frecaut provides an update as to whether any events in the past week have led her to change her main view – that terminal rates will be much higher than expected at 8%, and that a recession is on the horizon.
Andrew Simon and Dominique then discuss whether it is surprising that yields are not higher, what markets could be next to sell off following the crypto market, why keeping an eye on retail sales data is important, and the health of the US residential real estate market.
Timestamps:
00:33 – Any change in views over the past week?
(View being that terminal rates will be much higher than expected at 8%, and that a recession is on the horizon)
02:26 –Is it surprising that yields are not higher?
06:59 – With crypto markets selling off aggressively, what market could be next?
10:40 – Key things to look out for in the week ahead, including retail sales and real estate data
12:30 – How much have institutional investors been involved in residential real estate, and is the market more fragile because of this?
20:45 – Other events to keep an eye on: 2022 Pennsylvania Primary Election