13 August 2023 Economics & Growth | Monetary Policy & Inflation | Rates | US

Week Ahead: What the Market Is Getting Wrong on Doves!

– Recorded on 12th August, 2023 –

Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss why The New York Times maybe misled markets last week. Does Dominique believe in the forecasted Fed rate cuts? And why she continues to monitor the oil markets.

Timestamps:

00:10 – Dominique’s big takeaways from the past week.
03:00 – Fed minutes and why the market expects rate cuts.
06:10 – Why Dominique still expects one more rate hike this year.
07:40 – Dominique’s take on CPI.
08:40 – What’s going on in growth and productivity?
10:45 – The Week Ahead: The many data points Dominique is watching this coming week (retail sales, inventories, housing market indicies, and manufacturing surveys).
15:43 – Why Dominique continues to watch the oil markets.

The Week Ahead is now available as a podcast. Click here to listen.

(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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