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Week Ahead Videossee more…

  1. The Week Ahead: Cooler Consumption Coming?

    Macro Hive

    Welcome to the Week Ahead! In this episode, Ben Ford steps in for Andrew Simon to talk markets, trading themes and key data with our lead US economist Dominique Dwor-Frecaut.

  2. The Week Ahead: Disruption Ahead!

    Macro Hive

    Welcome to the Week Ahead! This Week, Dominique and Henry discuss the strong bid in US rates following the NFP surprise, what the Fed will do next, and which events we're watching in the coming week.

  3. The Week Ahead: Bond Market Says Rationality Will Prevail

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the market reaction to US election result, growth and inflation under Trump, and more!

  1. The Week Ahead: Payrolls Playing Out As We Thought

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss NFP, Fed cuts in 2025, US elections, and more!

  2. The Week Ahead: MOAT Event Week Coming?

    Macro Hive

    Welcome to The Week Ahead! In this episode, Ben and Dominique discuss US election polling, Trumponomics, two more 2024 Fed cuts, and more!

  3. The Week Ahead: Take a Deep Breath Before the Mother of All Event Weeks

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the key upcoming events and trading themes we foresee.

The Week Ahead: The Data Does Not Cooperate With the Fed

Macro Hive

Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss CPI, two more Fed cuts in 2024, next week’s Fed speakers, and more!

The Week Ahead: NFPs Dash 50bp Hopes

Macro Hive

Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the latest NFP, CPI and PPI expectations, US election scenarios, and more!

  1. The Week Ahead: Will the Fed’s Luck Continue?

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss whether the positive supply shock will soon end, NFP expectations and immigration, Powell's upcoming speech, and more!

  2. The Week Ahead: We Get Philosophical About Powell’s Thinking

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the Fed's 50bp cut, 3% inflation, decreasing tolerance for economic volatility, and more!

  3. The Week Ahead: Taylor Swift vs Taylor Rule – Which Matters More for the Economy?

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss unemployment claims, next week's Fed meeting, retail sales, and more!

The Week Ahead: Did the Border Closing Lead to Lower NFP?

Macro Hive

Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss NFP, Waller's view, CPI expectations, and more!

The Week Ahead: Is Waller’s View Winning?

Macro Hive

Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss Dominique's expectations for additional 2024 Fed cuts, Fed speakers, NFP, and more!

  1. The Week Ahead: What Could Lead the Fed to Cut 50bp?

    Macro Hive

    Welcome to The Week Ahead! In this episode, Henry and Dominique discuss recent market turmoil, US CPI expectations, a September Fed cut, and more!

  2. The Week Ahead: Fed to Keep Its Cool

    Macro Hive

    Welcome to the Week Ahead! This Week, Dominique and Henry discuss the strong bid in US rates following the NFP surprise, what the Fed will do next, and which events we're watching in the coming week.

  3. The Week Ahead: Huh, What Recession?

    Macro Hive

    Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss Harris vs Trump, recession, equity market volatility, and more!

The Week Ahead: Why the Market Is Wrong About a September Cut

Macro Hive

Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss whether Joe Biden will be replaced as Democrat presidential candidate, whether the Fed could loose its independence under Trump, the Fed cutting after September, and more!

The Week Ahead: Powell to Tell Markets They Are Over Their Skis!

Macro Hive

Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss Powell’s testimony to Congress, a Fed cut in September or post-presidential election, OER surprise, and more!

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