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02 April 2023 Economics & Growth | Monetary Policy & Inflation | Rates | US

Week Ahead: Fed asleep at the wheel… What now?

– Recorded on the 31th March, 2023 –

Welcome to the Week Ahead! In this episode, Andrew and Dominique Dwor-Frecaut discuss the events of the previous week, including the market reaction to the banking wobbles and if the Fed fell asleep at the wheel? As well as looking to the week ahead, the data prints to watch and if the economy is out of the inflation woods!

Timestamps:

00:43 Dominique’s take on market reaction in the past week to banking wobbles, Fed balance sheet and if the has fallen asleep at the wheel?
04:33 What’s the realtionship between credit and GDP and why it matters.
06:55 What are the long term business prospects for banks post the speedy run on SVB?
12:26 What’s happening in equities and is the economy out of the inflationary woods?
14:20 Dominique’s take on what investors should do next
16:00 The Week Ahead and what data prints the market should watch
19:40 What’s next for Trump’s presidency aspirations
20:45 What’s been happening at the Hive.

(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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