
Economics & Growth | Monetary Policy & Inflation | Rates | US
Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 4th of November, 2022 –
In our latest Week Ahead video update, Dominique Dwor-Frecaut shares a few thoughts on how we are getting closer and closer to her call on 8% US terminal rates. Andrew Simon and Dominique also discuss the key events from the past week, including the Fed meeting and the subsequent market reaction. They also share the key things to keep an eye on in the upcoming week, including CPI data and US midterm elections.
Timestamps:
00:00 – Past week: The Fed meeting and Powell’s ability in guiding markets in the direction he wants, and NFP data
08:00 – What last week’s market reaction is telling us
11:00 – The week ahead: CPI and US midterm elections
15:00 – Update on China’s zero covid policy and its impact on Dom’s view on US rates
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