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14 August 2022 Economics & Growth | Monetary Policy & Inflation | Rates | US

Week Ahead: Why Powell is Not Totally Serious About Inflation

– Recorded on the 13th of August, 2022 –

In our latest Week Ahead video update, Andrew Simon and Dominique Dwor-Frecaut discuss their thoughts on the week’s market rally, the ideal trade given the improvement in liquidity conditions, what could change the current market view, and whether a 2% inflation target is viable. They also discuss the key things to keep an eye on in the upcoming week, including retail sales data, housing market data, and initial claims.

Timestamps:

00:00 – Dom’s interpretation of the week’s market rally

03:50 – Best data to assess wage growth

09:00 – Improvement in liquidity conditions; credit and equities rallying, but also inversion in US yield curve; what is the ideal trade?

21:00 – Is a 2% inflation target viable?

25:10 – What can change the market view?

27:50 – Key things to keep an eye on for the week: retail sales, housing market, and initial claims

(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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