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08 November 2024

The Week Ahead: Bond Market Says Rationality Will Prevail

By Macro Hive

– Recorded on 8 November 2024 –

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!

Timestamps:

00:55-03:17 – Market reaction to US election result.

04:07-10:18 – Growth and inflation under Trump.

10:44-11:50 – US rates market outlook.

12:01-17:08 – Fed’s ‘opportunistic disinflation’.

17:17-18:44 – Next week: CPI and retail sales.

19:56-21:35 – This week’s notable Macro Hive articles.

Listen to the audio version.

(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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