– Recorded on 10 January 2025 –
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss NFP, equity jitters, a new higher inflation regime, and more!
Timestamps:
04:42-06:32 – NFP review, and no 2025 Fed cuts?
06:22-13:55 – Equity jitters and Trump policies.
14:35-17:31 – New higher inflation regime?
17:52-23:30 – Next week: CPI, PPI, retail sales and Fed speakers.
24:08-27:53 – Macro Hive’s latest trade ideas.
Listen to the audio version.