The Week Ahead: Is the Fed Worried About Housing?
Macro Hive
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss US CPI, whether there is stagflation, next week's data releases, and more!
Macro Hive
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss US CPI, whether there is stagflation, next week's data releases, and more!
Macro Hive
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss Dominique's latest markets analysis, why the US economy is slowing, next week's data releases, and more!
Macro Hive
Welcome to The Week Ahead! In this episode, Antonio and Dominique discuss Dominique's latest take on inflation, requirement for a July 2024 Fed cut, Fed hiking in 2025, and more!
Macro Hive
– Recorded on 26 April 2024 – Welcome to The Week Ahead! In this episode, Antonio and Henry discuss upcoming US data releases, next week’s Fed meeting expectations, the UK labour market and inflation, and more! Timestamps:00:40-09:10 – This week’s and upcoming US data releases. 09:33-13:30 – Next week’s Fed meeting expectations. 14:37-18:55 – Recent […]
Macro Hive
– Recorded on 19 April 2024 – Welcome to The Week Ahead! In this episode, Andrew and Antonio discuss the latest geopolitical events in the Middle East, the number and timing of Fed cuts in 2024, where best to position in the curve, and more! Timestamps:01:03-01:44 – Latest geopolitical events in the Middle East. 01:45-07:39 […]
Macro Hive
– Recorded on 12 April 2024 – Welcome to The Week Ahead! In this episode, Andrew, Henry, and Antonio discuss US CPI and inflation trajectory in 2024, Euro-area inflation and timing of ECB tightening, and more! Timestamps:01:02-09:00 – US CPI and inflation trajectory in 2024. 09:05-13:05 – Next week’s Fed speakers and US data releases. […]
Macro Hive
– Recorded on 5 April 2024 – Welcome to The Week Ahead! In this episode, Henry and Dominique discuss next week’s BoE and Fed speakers and US CPI and PPI, Dominique’s take on the latest NFP, and more! Timestamps:00:19-05:40 – Next week’s BoE speakers and US CPI and PPI. 05:41-07:32 – Dominique’s take on the […]
Macro Hive
– Recorded on 22 March 2024 – Welcome to The Week Ahead! In this episode, Andrew, Dominique, and Henry discuss this week’s main market and data events in the US and UK, US government versus UK government spending, and more! Timestamps: 00:52-14:49 – This week’s main market events and data in the US and […]
Macro Hive
– Recorded on 15 March 2024 – Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss Dominique’s take on disinflation, 2024 Fed cuts, what’s driving US productivity growth, and more! Timestamps:00:49-07:23 – Dominique’s take on disinflation and 2024 Fed cuts. 07:35-09:16 – What’s driving US productivity growth. 09:32-14:32 – The week ahead. […]
Macro Hive
– Recorded on 8 March 2024 – Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the latest NFP, Powell and other Fed speakers, next week’s data releases, and more! Timestamps:00:38-04:53 – NFP review. 05:11-08:17 – Powell and other Fed speakers this week. 08:40-12:03 – Next week’s data releases to watch. 12:40-14:30 […]
Macro Hive
– Recorded on 1 March 2024 – Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss last week’s Fed speakers, Dominique’s take on disinflation, US government industrial subsidies, and more! Timestamps:01:17-03:06 – Last week’s Fed speakers. 03:29-10:22 – Dominique’s take on disinflation and US government industrial subsidies. 10:41-14:49 – This week’s and […]
Macro Hive
– Recorded on 23 February 2024 – Welcome to the Week Ahead! In this episode, Henry and Dominique discuss the current US economic expansion, Dominique’s review of the latest Fed minutes, Dominique’s US presidential election monitor, and more! Timestamps:00:50-04:03 – Current US economic expansion. 04:15-06:19 – Dominique’s expectations of Q42023 second reading and her review […]
Macro Hive
– Recorded on 16 February 2024 – Welcome to the Week Ahead! In this episode, Ben and Dominique discuss US CPI, this week’s Fed speakers, Dominique’s PCE expectations, and more! Timestamps:00:29-03:53 – Dominique’s take on US CPI and other data releases. 04:04-06:08 – Dominique on this week’s Fed speakers. 06:27-09:37 – Dominique’s PCE expectations, and […]
Macro Hive
– Recorded on 9 February 2024 – Welcome to the Week Ahead! In this episode, Ben and Dominique discuss this week’s data, including the latest CPI, Fed speakers, Dominique’s retail sales expectations, and more! Timestamps:00:18-05:29 – This week’s data, including the latest CPI, and Fed speakers. 05:52-07:07 – Dominique’s retail sales expectations. 07:19-08:40 – Other […]
Macro Hive
Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the latest non-farm payrolls release and its implications, the latest Fed meeting and Powell's presser, Dominique's inflation outlook, and more!
Macro Hive
– Recorded on 26th January 2024 – Welcome to the Week Ahead! In this episode, Henry and Dominique discuss the past week’s economic data, the Fed’s intention to prepare the market for a rate cut, and more! Timestamps:01:01-5:08 – Dominique’s take on the past week’s economic data. 5:41-6:53 – The Fed’s intention to prepare the […]
Macro Hive
– Recorded on 19th January 2024 – Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the past week market reactions to data, Fed speakers latest comments. Dominique gives her take on Fed policy vs data and what investors should look out for next week. Is there a surprise coming? Timestamps: 01:00 […]
Macro Hive
– Recorded on 12th January 2024 – Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the past trading week’s markets and geopolitical developments. Dominique discusses her new Fed call in depth, and what should investors look out for in the week ahead, from data points to Fed speakers to watch! Timestamps:01:00 […]
Macro Hive
– Recorded on 5th January 2024 – Welcome to the Week Ahead! We’re back with the first instalment of the Week Ahead for 2024. In this episode, Andrew and Dominique discuss the NFP data print on 5 January, Dominique’s refreshed take for the Fed for the coming year, and what recent data prints mean for […]
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