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25 June 2023 Economics & Growth | Monetary Policy & Inflation | Rates | US

Week Ahead: Why Haven’t Long Term Yields Been Heading Much Higher?

– Recorded on the 24th of June, 2023 –

Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the data and market developments of the past week and discuss topics ranging from inflation and growth to key events to watch out for in the next few days.

Timestamps:

00:50 – the US situation: markets, data, central banks over the past week
05:20 – the discussion of inflation and real wages
07:30 – why is the curve continuing to invert?
10:30 – the market’s reactions to data and speeches
12:16 – what should the clients be thinking about for the week ahead?
20:30 – equity market’s concerns
21:23 – Andrew’s recap of publications at Macro Hive last week
22:24 – Dominique’s discussion of the growth and inflation correlations

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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