Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 10th of February, 2023 –
Welcome to the Week Ahead! Andrew Simon and Dominique Dwor-Frecaut still have plenty to discuss despite a low data week last week. Market reaction to Powell’s speech, are markets spooked by the hawkish tone of the Fed as well as discussing the continued growth we’re seeing in the US, what are some concerns our clients are putting back on the table and what are the data prints for investors to watch next week.
Timestamps :
01:20 Market reaction to Powell’s speech and is the market getting spooked bt hawkish Fed speakers?
02:05 How fast will Fed hike?
04:27 What are some of our client’s saying about growth and are inflation risks back on the table?
06:50 How markets are reacting to inflation fears
11:17 Week Ahead – CPI print and is the market to pessemistic on their data expectations?
12:50 Retail sales data and what Dominique will be looking for vs consensus.
15:26 State of the Union Address highlights and what’s happening in politics, is Biden’s name on the ticket again?
18:32 Andrew’s summary on what’s been happening at the hive this week.