Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 14h of January, 2023 –
Welcome to the Week Ahead! Andrew Simon and Dominique Dwor-Frecaut discuss market data over the past week, what is happening in the natural gas markets, and does Dom still stick to her 8% call? The guys also look to the week ahead and what investors should look out for.
Please accept our apologies due to Andrew’s bad wifi there are some freezes, but it felt unfair to edit it out as Dominique makes some great points while Andrew is frozen!
Timestamps:
00:00 – Intro.
01:40 – Dominique’s key take aways from US CPI.
03:10 – Commentary on US housing market.
07:30 – Natural Gas Prices.
11:05 – Does Dominique still hold her 8% call despite recent bond rally? Dominiques take on the market for the next 12-18 months.
17:27 – Week Ahead: US budget impasse, debt ceiling and what to expect.
20:20 – Fed speakers vs Market reactions.
24:00 – What’s happening to the Fed’s credibility (Andrew freezes – apologies!)
27:45 – Data points for investors to watch for the coming week.