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06 May 2023 Economics & Growth | Monetary Policy & Inflation | Rates | US

Week Ahead: Is the US Approaching Default?

– Recorded on the 5th May, 2023 –

Welcome to the Week Ahead! In this episode, we have our guest host Henry Occleston in conversation with Dominique Dwor-Frecaut on Dominique’s take on the Fed meeting and April NFP print, what could the Fed be thinking with the latest wage growth data and how do you fix a problem like the US debt ceiling?

Timestamps:

00:15 – Dominique’s overview on Fed metting and Powell’s hawkish tones, and what does this mean for the Fed’s hiking plans?

03:20 – Dominique digs into the detail of the latest NFP print.

05:20 – What are the Fed’s assumptions on wage growth?

06:40 – Week Ahead – CPI data to watch, and why Dominique is forecasting a possible surprise, and has this changed her fundamental views?

11:56 – What’s going on with the US debt ceiling and how can we solve this issue?

16:45 – Other data to watch in the coming week.

18:07 – Henry rounds up this week’s research at Macro 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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