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 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?
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