Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 15th of February, 2023 –
Welcome to the Week Ahead! In this episode, Andrew is back and with Dominique Dwor-Frecaut they discuss the Fed minutes from the past week, whats up with the curve inversion? Fed speakers vs macro data and data prints to watch this coming week.
Timestamps:
00:57 – Fed minutes review
02:24 – What’s up with real household income excluding government transfers?
03:50 – Atlanta Fed status
05:58 – Inflation trajectory vs curve inversion. Now vs the 70’s
11:13 – Risk selling off and can the Fed time tightening without crashing the market?
12:30 – The Week Ahead and why Dominique is hoping for a boring week
13:56 – Fed speakers vs macro data
14:50 – Data prints to watch this week : PMI, House pricing and Construction spending
18:00 – Highlights from the Hive
21:05 – Andrew’s oil trade idea