Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 22nd April, 2023 –
Welcome to the Week Ahead! In this episode, Andrew and Dominique Dwor-Frecaut discuss the market landscape , why Dominique is worried about oil prices and if investors should be worried about the US debt ceiling? Also Dominique breaks down her view or why we’re still in a higher for longer environment!
Timestamps:
00:16 – We’re in a holding pattern – Dominique’s overview of market events from last week.
07:50 – Dominique’s view of higher for longer, is there anything that could change her mind?
09:53 – Why Dominique is worried about oil prices.
13:06 – The Week Ahead – what investors should look out for.
14:30 – Data prints to watch – Employment cost index and why it’s a Fed favourite data print, PC inflation, GDP print.
17:10 – Dominique’s breakdown of why we’re still in a higher for longer environment.
21:05 – What’s going on with jobless claims?
23:35 – What’s new at the Hive – publications for our clients!