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!

Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the data and market activity from the previous week. Does the Supreme Court's decision to block student debt forgiveness matter? Does Dominique agree with the current real rates? Will NFP print higher again? And why Dominique is expecting a good summer.

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.

Welcome to the Week Ahead! In this episode, Dominique is joined by Henry. They reflect on the events of the past week, including the Fed's decision to pause rates in June, the market reaction, and if the Fed is losing credibility? Dominique also quizzes Henry on his research on ECB and BoE and who's going to bear the cost of inflation.

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.

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!

Welcome to the Week Ahead! In this episode, Andrew meets with Dominique to discuss the market landscape and the latest developments regarding the US debt ceiling.

– Recorded on the 19th May, 2023 –

Welcome to the Week Ahead! In this episode, Andrew returns and he and Dominique discuss the latest in the US debt ceiling saga. Is the market underprepared for the potential outcomes?

– Recorded on the 12th May, 2023 –

Welcome to the Week Ahead! In this episode, we have our guest host Henry Occleston returning for another conversation with Dominique Dwor-Frecaut. This week they discuss data from the previous week and how inflation continues to be a problem with more data pointing to more hikes. However, can the Fed even consider hiking as the debt ceiling crisis looms closer with date 'x' now being June 1st!

– Recorded on the 5th May, 2023 –

Welcome to the Week Ahead! In this episode, we have our guest host Henry Occleston in conversation with Dominique Dwor-Frecaut on Dominique's take on the Fed meeting and April NFP print, what could the Fed be thinking with the latest wage growth data and how do you fix a problem like the US debt ceiling?

Timestamps:

00:15 – Dominique's overview on Fed metting and Powell's hawkish tones, and what does this mean for the Fed's hiking plans?

03:20 – Dominique digs into the detail of the latest NFP print.

05:20 – What are the Fed's assumptions on wage growth?

06:40 – Week Ahead – CPI data to watch, and why Dominique is forecasting a possible surprise, and has this changed her fundamental views?

11:56 – What's going on with the US debt ceiling and how can we solve this issue?

16:45 – Other data to watch in the coming week.

18:07 – Henry rounds up this week's research at Macro Hive.