The Week Ahead: The Trends Behind the Noise

– Recorded on 14 February 2025 –

Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the big miss in US retail sales and the CPI beat, including January seasonality and the longer-term impact on Fed policy! This coming week brings key housing data, consumer confidence data, as well as Fed minutes and likely noise around Trump tariffs.

 

Listen to the audio version.

 

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