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20 May 2023 Economics & Growth | Monetary Policy & Inflation | Rates | US

Week Ahead: Debt Ceiling Issues Far From Over

– Recorded on the 19th May, 2023 –

The Week Ahead is now available as a podcast. Click here to listen.

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?

Timestamps:

00:46 – Past week recap with Dominique discussing Powell and Bernanke’s latest sentiments. Why Dominique still thinks hikes are on the table?

02:15 – What’s the latest with the US debt ceiling negotiations?

04:53 – Are the Democrats and Republicans close to a deal and what would any potential negotiated deal even look like?

09:25 – How will the market react to a deal regarding inflation and recession risks?

14:33 – What’s the difference between this debt ceiling vs the one in 2011 and why is the market reaction so different?

16:19 – The Week Ahead – expect all data to be upstaged by debt ceiling updates. But investors can look out for the regular month-end data points. Investors should watch core inflation, the savings rate, and Q1 GDP estimate.

23:23 – Research update from Macro Hive that’s recommended reading for our investors.

(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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