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

Week Ahead: Treasury Didn’t Intend to Crash Equities After All, as We Predicted…

– Recorded on the 10th of June, 2023 –

Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the events of the past week, including the treasury TGA revision as well as what the markets and investors can expect in the Fed week ahead.

Timestamps:

00:40 – Dominique’s review of the prior week. The treasury revised TGA from $4.5bn to $4.25bn, and why this is is important.

04:23 – What Dominique expects from the Fed week ahead.

09:20 – How the market may react to the Fed , in particular equities.

10:05 – The data prints for the week ahead that investors should watch: CPI, PPI , Retail sales, survey data, University of Michigan consumer confidence.

14:12 – Dominique’s view on Fed hike trajectory.

15:25 – Is the US banking stress period over?

18:45 – What the investors should read at Macro Hive this week!

(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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