Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on 28th July, 2023 –
Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the latest Fed rate hike as well as BoJ events. Does Dominique think the Fed is willing to accept inflation at 4%, and what can end the Goldilocks markets!
Timestamps:
00:35 – Dominique’s take on the past week in the markets, the Fed’s rate hike, and whether policy tightening filtered through to the real economy, as well as BoJ events.
03:07 – What happens to Fed hikes next year? And is recession still a worry?
04:09 – Market reaction to the Fed’s rate hike.
05:26 – Is the Fed willing to accept inflation at 4%?
06:40 – The Week Ahead: Data to watch SLOS, very little from FOMC and speakers.
07:50 – What institutional investors are focused on right now?
08:30 – What can end the Goldilocks markets?
10:00 – Dom’s view on NFPs for the coming week.
11:37 – What investors should be reading at Macro Hive.