Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on 4th August, 2023 –
Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the NFP print in August and market reactions. Why Dominique still sticks to her call on the Fed. What’s going on in energy markets and what investors should watch this week: Dominique’s view on CPI, the latest Fed speakers, and what Dominique thinks will be on the agenda at Jackson Hole.
Timestamps:
00:20 – Dominique’s reflections on the markets from the past week.
01:02 – NFP print breakdown and its market impact.
04:10 – Has Dominique changed her view on the Fed?
06:00 – What’s going on in energy markets and why they are important to watch.
06:34 – The Week Ahead: CPI and what Dominique expects.
08:30 – University of Michigan and what investors should watch in this data. Other data to watch this week: small business survey, measure of access to credit, PPI, and which Fed speakers Dominique will be paying attention to.
14:30 – Macro Hive trade ideas and what investors should be reading.
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