– Recorded on 18 October 2024 –
Welcome to the Week Ahead! In this episode, Dominique and Andrew discuss:
- The positive economic outlook and why inflation will prove stickier than the Fed thinks.
- The upside surprise in retail sales and why markets pay so much attention to it.
- Last week’s picture: continuing economic strength, tight labour market.
- The US productivity issue.
- The US election: what to expect, fundraising, key themes.
- Home sales and the US housing market.
- Fed speakers.
Listen to the audio here.