Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 3rd of December, 2022 –
In our latest Week Ahead video, Andrew Simon and Dominique Dwor-Frecaut discuss last week’s market reaction to Powells presentation on the future of Rate Hikes and the Fed Terminal Rate. They also discuss the key things to keep an eye on for this upcoming week, including the key data points for investors to watch, US politics and the upcoming Georgia runoff. Andrew and Dominique also discuss procurement issues seen in the West since the Russian invasion of Ukraine. Will the Fed raise it’s inflation target rate?
Timestamps:
00:00 – Thoughts from the past week: Chair Powell’s speech on Rate Hikes and the Fed Terminal Rate outlook
06:00 – Wage growth numbers and NFP data print and why the bond market reacted so strongly
09:45 – Household savings rate update
11:00 – Week Ahead: Data points to watch: PPI data
12:55 – Services PMI Breakdown
15:22 – Consumer Confidence data expectations
16:30 – US Politics: Georgia runoff and the possible outcome of debt ceiling relief
21:09 – Russia and Ukraine war and the impacts of procurement procedures in the US.
24:00 – Will the Fed target an inflation rate of 3% going forward?