08 January 2023 Economics & Growth | Monetary Policy & Inflation | Rates | US

Week Ahead: How & Why is Dominque out of consensus not just on Rates but also Growth!

– Recorded on the 7h of January, 2023 –

Welcome to the first week ahead of 2023! Andrew Simon and Dominique Dwor-Frecaut discuss market data over the festive break. Fed minutes, US labour market update and what the market can expect with a new speaker of the house.

Timestamps:

Timestamps
00:00– Thoughts from the past week:
02:00 – Dominiques take to remain cautious on risk
03:10 – Commentary on Fed minutes from the previous week
04:30 – Is labour participation back to pre-Covid levels?
12:00- Are non-compete clauses in employment contracts on their way out?
15:15 – What’s happening with US stocks and wealth creation?
18:25 – The health of the US consumer
23:05 – The week ahead key data to watch : US CPI , Jobless claims, Consumer credit data and budget statement
24:35 – New US house speaker and debt ceiling issue. What does the new speaker mean for the markets?

(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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