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Macro Hive: Week Ahead

Jul 28, 2023

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!


Jul 23, 2023

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!


Jul 15, 2023

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...


Jul 9, 2023

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!


Jul 1, 2023

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...