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19 January 2024

Week Ahead: It’s PCE Week. Will This Lead on a Path to a 50 Point Cut?

– Recorded on 19th January 2024 –

Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the past week market reactions to data, Fed speakers latest comments. Dominique gives her take on Fed policy vs data and what investors should look out for next week. Is there a surprise coming?

Timestamps:

01:00 Dominique’s view on Fed speakers from the past week and what’s next for policy vs data prints?

03:30 Dominique’s Fed cut refined take

05:40 The path to a 50bps cut 08:20 Past week’s markets

09:40 The Week Ahead and what investors should look out for in data, Fed speakers. Is there a surprise coming?

14:30 US political developments

Listen to the audio version of the Week Ahead.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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