Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 3rd of June, 2023 –
Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the US debt ceiling deal. What’s next for the markets and what are the Fed’s plans for the market now? Should investors be looking at market liquidity more closely and what’s on for the week ahead!
Timestamps:
00:20 – Dominique’s thoughts on the past week’s political and market events, in particular the US debt ceiling deal.
01:21 – What’s next for the TGA?
03:15 – Why banks are not raising rates on their deposits?
05:00 – Should investors be concerned about liquidity, and what could be the implications for equities?
10:13 – Market moves from previous week, including Dominique’s take on NFP.
12:30 – The Week Ahead: Main event to watch is how markets will react to the new issuance.
Key things to watch: PMI data print, Fitch ratings, and student debt forgiveness.
18:57 – Macro Hive publications for the attention of investors for the week.