Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 29th April, 2023 –
Welcome to the Week Ahead! In this episode, Andrew and Dominique Dwor-Frecaut discuss the events of the past trading week, what are the First Republic Bank implications, why people are turning to Money Market funds and what’s going on in the US labour market. And what Dominique expects from the Fed’s rate decision in the coming week, her outlook on NFP vs market consensus, as well as what’s next for US debt ceiling worries?
00:45 – Recap of the previous week including First Republic Bank events and data prints in the Fed’s blackout week.
02:45 – Bank data prints and why people are turning to Money Market funds.
04:47 – First Republic Bank – now what?
06:50 – Wage data print – Dominique’s take.
09:30 – What is going on in Fixed Income markets?
14:10 – The Week Ahead: Dom’s call on what to expect from the Fed’s 25bps hike and possible inflation comments, NFP, and where Dom expects the print will be vs consensus.
20:51 – PMI data to watch.
22:35 – Will the Fed continue to hike after May?
24:30 – What is next for the US debt ceiling debate?
28:45 – Highlights from the Hive, including trade ideas for our clients.