
Economics & Growth | Monetary Policy & Inflation | Rates | US
Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 11th of June, 2022 –
Andrew Simon and Dominique Dwor-Frecaut share their thoughts on the latest US CPI numbers, the key things to focus on in the upcoming FOMC meeting, and why retail sales data may surprise us. Andrew also shares his views on various markets.
Timestamps:
00:00 – Last week: thoughts on inflation and data
11:50 – Week ahead: Focus on the Fed
20:45 – Key data, including retail sales
22:25 – View on the interest rate curve, PPI data, and administration to discuss tariffs on China
27:30 – Andrew’s views on markets
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