Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 6th April, 2023 –
Welcome to the Week Ahead! In this episode, Andrew and Dominique Dwor-Frecaut discuss the fading banking crisis, Dom’s NFP and CPI expectations, the likelihood of a recession in 2023, and much more!
00:50 – Dom on the fading banking crisis, JOLTS and ADP surprises, and her NFP expectations.
05:50 – Dom on companies possibly soon raising prices to offset higher wage pressure on profit margins.
06:08 – Dom’s CPI expectations and on core goods, used car, housing, and services prices.
08:00 – Dom on the ISM Manufacturing Index.
09:00 – Is a recession likely in 2023?
12:55 – Dom on market overreaction to recent economic events.
14:15 – The Week Ahead and what data prints the market should watch.
15:45 – The US labour market moving from ‘extraordinarily tight’ to ‘tight’.
17:47 – Senator Joe Manchin’s tension with the Biden administration.
18:53 – Dom on the US budget deficit.
19:41 – What has been happening at the Hive.