Episodi
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Welcome to the Week Ahead! Henry and Dominique breakdown the monster NFP print, what's the latest in the US workforce, and what investors can expect from the week ahead data prints as well as the latest in the US House speaker drama.
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Welcome to the Week Ahead! Andrew and Dominique breakdown the events from the past week, including the Fed rate decision and the week's data prints and whether we should be worried about a US government shut down?
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Episodi mancanti?
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Welcome to the Week Ahead! Andrew and Dominique breakdown the events from the past week, from market moves, data prints, US politics and more planned strikes and what that means for wage inflation. Finally, what should investors expect from the Fed.
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Welcome to the Week Ahead! Andrew and Dominique breakdown the events from the past week, look to the data points for the coming week, and we have an exciting announcement about Macro Hive!
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Welcome to the Week Ahead! Andrew and Dominique are back after the summer break. In this episode Dominique gives her take on the latest NFP print, which Fed speakers to look out for in the coming week and is has her view on US rates changed at all over the summer?
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Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss why The New York Times maybe misled markets last week. Does Dominique believe in the forecasted Fed rate cuts? And why she continues to monitor the oil markets.
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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.
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Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the latest Fed rate hike as well as BoJ events. Does Dominique think the Fed is willing to accept inflation at 4%, and what can end the Goldilocks markets!
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Welcome to the Week Ahead! In this episode, Henry and Dominique discuss the Fed’s preference for a ‘Goldilocks’ macro backdrop, what is the main driver of the current inflation decline, why the market is pricing so many 2024 Fed rate cuts, and much more!
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Welcome to the Week Ahead! In this episode, Henry and Dominique reflect on US and Europe central bank policies alongside inflation and real wage dilemmas. Dominique gives her take on the latest CPI print and why she still forecasts a Fed rate rise in November. Finally, what does Bullard’s departure mean for the hawks at the Fed?
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Welcome to the Week Ahead! In this episode, Andrew and Dominique deep dive into last week’s NFP print, why the Fed’s inflation approach is still good for risk for the time being, and what’s the latest in the used car markets!
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Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the data and market activity from the previous week. Does the Supreme Court's decision to block student debt forgiveness matter? Does Dominique agree with the current real rates? Will NFP print higher again? And why Dominique is expecting a good summer.
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Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the data and market developments of the past week and discuss topics ranging from inflation and growth to key events to watch out for in the next few days.
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Welcome to the Week Ahead! In this episode, Dominique is joined by Henry. They reflect on the events of the past week, including the Fed’s decision to pause rates in June, the market reaction, and if the Fed is losing credibility? Dominique also quizzes Henry on his research on ECB and BoE and who’s going to bear the cost of inflation.
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Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the events of the past week, including the treasury TGA revision as well as what the markets and investors can expect in the Fed week ahead.
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Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the US debt ceiling deal. What's next for the markets and what are the Fed's plans for the market now? Should investors be looking at market liquidity more closely and what's on for the week ahead!
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Welcome to the Week Ahead! In this episode, Andrew meets with Dominique to discuss the market landscape and the latest developments regarding the US debt ceiling.
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– Recorded on the 19th May, 2023 –
Welcome to the Week Ahead! In this episode, Andrew returns and he and Dominique discuss the latest in the US debt ceiling saga. Is the market underprepared for the potential outcomes?
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– Recorded on the 12th May, 2023 –
Welcome to the Week Ahead! In this episode, we have our guest host Henry Occleston returning for another conversation with Dominique Dwor-Frecaut. This week they discuss data from the previous week and how inflation continues to be a problem with more data pointing to more hikes. However, can the Fed even consider hiking as the debt ceiling crisis looms closer with date ‘x’ now being June 1st!
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– Recorded on the 5th May, 2023 –
Welcome to the Week Ahead! In this episode, we have our guest host Henry Occleston in conversation with Dominique Dwor-Frecaut on Dominique’s take on the Fed meeting and April NFP print, what could the Fed be thinking with the latest wage growth data and how do you fix a problem like the US debt ceiling?
Timestamps:
00:15 – Dominique’s overview on Fed metting and Powell’s hawkish tones, and what does this mean for the Fed’s hiking plans?
03:20 – Dominique digs into the detail of the latest NFP print.
05:20 – What are the Fed’s assumptions on wage growth?
06:40 – Week Ahead – CPI data to watch, and why Dominique is forecasting a possible surprise, and has this changed her fundamental views?
11:56 – What’s going on with the US debt ceiling and how can we solve this issue?
16:45 – Other data to watch in the coming week.
18:07 – Henry rounds up this week’s research at Macro Hive.
