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12 January 2024

Week Ahead: Market Starting to Move Our Way on Another Non-Consensus Call

– Recorded on 12th January 2024 –

Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the past trading week’s markets and geopolitical developments. Dominique discusses her new Fed call in depth, and what should investors look out for in the week ahead, from data points to Fed speakers to watch!

Timestamps:
01:00 – Dominique’s thoughts on the past trading week, data points, and geopolitical developments.
04:00 – Difference between Core PCE and Core PCI breakdown.
05:20 – Deeper breakdown of Dominique’s new Fed call.
09:50 – Reflections on the past week’s market reactions in yield curves and rates markets.
12:30 – The Week Ahead – which Fed speakers investors should watch. What to expect from retail sales data.
18:10 – Is the market already going Dominique’s ways on rate cuts?

Listen to the audio version of the Week Ahead.

(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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