May 10, 2023
– 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.