Wage Growth or Trump 2.0?
Macro Hive: Week Ahead
Welcome to the Week Ahead! Henry and Dominique breakdown the monster NFP print, what's the latest in the US workforce, and what investors can expect from the week ahead data prints as well as the latest in the US House speaker drama.
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GDP Revisions to Support the Hawks, Watch Out!
Macro Hive: Week Ahead
Welcome to the Week Ahead! Andrew and Dominique breakdown the events from the past week, including the Fed rate decision and the week's data prints and whether we should be worried about a US government shut down?
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The Fed May Surprise... Hawkish
Macro Hive: Week Ahead
Welcome to the Week Ahead! Andrew and Dominique breakdown the events from the past week, from market moves, data prints, US politics and more planned strikes and what that means for wage inflation. Finally, what should investors expect from the Fed.
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Even the Doves Are Starting to Fly Away
Macro Hive: Week Ahead
Welcome to the Week Ahead! Andrew and Dominique breakdown the events from the past week, look to the data points for the coming week, and we have an exciting announcement about Macro Hive!
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Is Tipping in the US distorting the Data?
Macro Hive: Week Ahead
Welcome to the Week Ahead! Andrew and Dominique are back after the summer break. In this episode Dominique gives her take on the latest NFP print, which Fed speakers to look out for in the coming week and is has her view on US rates changed at all over the summer?
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What the Market Is Getting Wrong on the Doves!
Macro Hive: Week Ahead
Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss why The New York Times maybe misled markets last week. Does Dominique believe in the forecasted Fed rate cuts? And why she continues to monitor the oil markets.
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Why We Do Not See Cuts Coming in 2024!
Macro Hive: Week Ahead
Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the NFP print in August and market reactions. Why Dominique still sticks to her call on the Fed. What's going on in energy markets and what investors should watch this week: Dominique's view on CPI, the latest Fed speakers, and what Dominique thinks will be on the agenda at Jackson Hole.
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Fed Still Seems Willing to Accept 4% Core Inflation!
Macro Hive: Week Ahead
Welcome to the Week Ahead! In this episode, Andrew and Dominique discuss the latest Fed rate hike as well as BoJ events. Does Dominique think the Fed is willing to accept inflation at 4%, and what can end the Goldilocks markets!
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What We Could Learn From the FOMC
Macro Hive: Week Ahead
Welcome to the Week Ahead! In this episode, Henry and Dominique discuss the Fed’s preference for a ‘Goldilocks’ macro backdrop, what is the main driver of the current inflation decline, why the market is pricing so many 2024 Fed rate cuts, and much more!
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Biggest Strike in US History Is Looming
Macro Hive: Week Ahead
Welcome to the Week Ahead! In this episode, Henry and Dominique reflect on US and Europe central bank policies alongside inflation and real wage dilemmas. Dominique gives her take on the latest CPI print and why she still forecasts a Fed rate rise in November. Finally, what does Bullard’s departure mean for the hawks at the Fed?
info_outline– 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?