Economics & Growth | Monetary Policy & Inflation | Rates | US
Week Ahead: Recession 4.0 already over…?
- By Macro Hive
– Recorded on the 15th April, 2023 –
Welcome to the Week Ahead! In this episode, Andrew and Dominique Dwor-Frecaut discuss the market landscape in particular recent recession and banking crisis fears. They look at how fixed income and equity markets have been trading and reflect on last week’s CPI print. Looking at the week ahead, what are the data points investors should watch and breakdown what’s going on with jobless claims, as well as discuss if QT can be accelerated.
Timestamps:
00:35 – Dominique’s big takeaways from previous week. Were the recession fears and banking crisis worries a big old nothing burger?
04:30 – UK CPI print, Core vs Energy inflation and why investors should be worried.
10:20 – Look at Fixed Income and Equity Markets
12:00 – The Week Ahead : Fed Beige book and why Dominique isn’t excited. The Fed speakers to keen an eye on.
15:38 – What’s up with jobless claims?
18:30 – The data prints investors should watch this week: Residential Market, Existing home sales, Manufacturing and services PMI/ surveys.
20:30 – Can QT be accelerated?
23:12 – Dominique’s take on US Retail sales print comments
26:20 – Andrew’s summary on content at Macro Hive and how our trade portfolio is looking.