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05 January 2024

Week Ahead: Fed Worried by Return to Lowflation

– Recorded on 5th January 2024 –

Welcome to the Week Ahead! We’re back with the first instalment of the Week Ahead for 2024. In this episode, Andrew and Dominique discuss the NFP data print on 5 January, Dominique’s refreshed take for the Fed for the coming year, and what recent data prints mean for rates!

Timestamps:
00:40 – Dominique’s thoughts on Fed, inflation, and recent data prints.
05:10 – Current state of the tight labour market and wage growth. How will it play out?
08:00 – Dominique’s call for a 50bps cut in March – and why.
13:00 – The Week Ahead and which data points investors should watch closely, including Dom’s expectations for CPI.

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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