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09 July 2023 Economics & Growth | Monetary Policy & Inflation | Rates | US

Week Ahead: Why the Risk Rally Should Continue!

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– Recorded on the 8th of July, 2023 –

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!

Timestamps:

00:30 – Dominique’s views on the previous week market activity in equities, fixed income and FX.
04:00 – Deep dive into the NFP print last week.
08:00 – Why the Fed’s inflation approach is still good news for risk!
09:49 – The Week Ahead: What Dominique is expecting in terms of key data.
11:09 – What is going on with used car prices?
14:49 – Other data prints investors should watch this coming week.
17:10 – What investors should be reading at Macro Hive this week.

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

(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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